Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLIT (Harmonic Inc.) | 34.18% | 42.38% | -9.39% | 12.03% | 15.76% | 4.27% | 5.51% | … | … |
Data as of 06/05/2026, Common starting date is 05/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLIT (Harmonic Inc.) | 05/23/1995 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.18 | 42.38 | -9.39 | 12.03 | 15.76 | 4.27 | 5.51 | … | … | 34.18 | -24.72 | 3.14 | -0.46 | 11.39 | 59.13 | -5.26 | 65.25 | 12.38 | -16.00 | 22.85 | -41.94 | -5.01 | 45.56 | 0.60 | -41.19 | 35.60 | 12.66 | -46.47 | 44.15 | 49.90 | -41.85 | 15.03 | 215.22 | -80.87 | 111.34 | -94.01 | 912.67 | 72.41 | -29.27 | 39.77 | -23.81 |
| Sharpe Ratio | NA | 0.86 | -0.25 | 0.22 | 0.30 | NA | NA | … | … | 1.67 | -0.68 | -0.07 | -0.09 | 0.22 | 1.31 | -0.09 | 0.99 | -0.20 | -0.73 | -0.18 | -1.76 | -0.67 | 0.93 | -0.50 | -1.12 | 0.38 | -0.10 | -0.97 | 0.50 | 0.52 | -0.88 | -0.07 | 2.25 | -0.75 | 0.65 | -1.13 | 10.56 | 1.28 | -1.00 | 0.47 | -1.82 |
| Standard Deviation(%) | NA | 46.30 | 49.62 | 48.38 | 50.10 | NA | NA | … | … | 57.35 | 41.19 | 52.43 | 51.32 | 45.96 | 45.02 | 59.22 | 42.59 | 46.82 | 48.25 | 62.52 | 34.32 | 35.16 | 28.93 | 35.94 | 53.46 | 44.97 | 62.26 | 67.80 | 44.13 | 52.99 | 71.69 | 63.56 | 86.95 | 133.56 | 141.52 | 144.19 | 88.82 | 82.37 | 75.59 | 87.45 | 80.13 |
| Draw Down(%) | NA | 22.44 | 55.14 | 55.14 | 55.14 | NA | NA | … | … | 22.44 | 39.11 | 34.52 | 50.30 | 31.80 | 23.61 | 45.86 | 24.47 | 29.76 | 54.10 | 37.10 | 48.61 | 26.68 | 19.17 | 43.56 | 60.98 | 26.00 | 37.90 | 64.19 | 26.95 | 43.05 | 66.34 | 62.28 | 36.40 | 92.64 | 76.51 | 96.27 | 32.66 | 56.08 | 57.37 | 40.87 | 56.41 |
| 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 | 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 06/05/2026, Common starting date is 05/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIT (Harmonic Inc.) |
-71.06%
Dec 1999 – Dec 2002 |
-40.49%
Apr 2000 – Apr 2005 |
-26.20%
Feb 2000 – Feb 2010 |
-17.38%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIT (Harmonic Inc.) |
153.81%
Feb 1997 – Feb 2000 |
47.08%
Oct 2002 – Oct 2007 |
18.11%
May 2016 – May 2026 |
6.39%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart