Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWRE (Guidewire Software, Inc.) | -42.00% | -53.69% | 16.93% | 1.27% | 6.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWRE (Guidewire Software, Inc.) | 01/26/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -24.79 | -53.69 | 16.93 | 1.27 | 6.92 | NA | NA | … | … | -42.00 | 21.88 | 57.03 | 74.30 | -44.90 | -11.81 | 17.27 | 35.86 | 8.04 | 50.54 | -18.00 | 18.82 | 3.18 | 65.11 | 70.51 |
| Sharpe Ratio | NA | -1.01 | 0.50 | 0.08 | 0.19 | NA | NA | … | … | -0.98 | 0.49 | 1.53 | 2.03 | -1.16 | -0.43 | 0.39 | 1.17 | 0.21 | 2.18 | -0.58 | 0.66 | 0.10 | 1.82 | 1.48 |
| Standard Deviation(%) | NA | 48.98 | 40.52 | 38.89 | 35.48 | NA | NA | … | … | 63.67 | 39.37 | 33.36 | 34.87 | 39.94 | 27.49 | 43.73 | 29.62 | 31.96 | 23.01 | 31.45 | 28.37 | 32.24 | 35.75 | 52.66 |
| Draw Down(%) | NA | 54.96 | 54.96 | 58.81 | 60.28 | NA | NA | … | … | 41.32 | 26.08 | 17.59 | 16.85 | 53.62 | 30.55 | 39.66 | 14.51 | 30.52 | 14.88 | 28.44 | 15.65 | 39.26 | 14.08 | 35.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRE (Guidewire Software, Inc.) |
-21.33%
Nov 2019 – Nov 2022 |
-5.77%
Oct 2017 – Oct 2022 |
5.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRE (Guidewire Software, Inc.) |
57.84%
Oct 2022 – Oct 2025 |
23.04%
Apr 2014 – Apr 2019 |
16.10%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart