Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFT (Microsoft Corporation) | -13.46% | -10.20% | 8.28% | 11.33% | 24.63% | 23.09% | 17.80% | … | … |
Data as of 06/05/2026, Common starting date is 03/13/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFT (Microsoft Corporation) | 03/13/1986 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.46 | -10.20 | 8.28 | 11.33 | 24.63 | 23.09 | 17.80 | … | … | -13.46 | 15.58 | 12.93 | 58.19 | -28.02 | 52.48 | 42.53 | 57.56 | 20.80 | 40.73 | 15.08 | 22.69 | 27.56 | 44.30 | 5.80 | -4.52 | -6.52 | 60.47 | -44.39 | 20.84 | 15.84 | -0.94 | 9.13 | 6.82 | -21.96 | 52.74 | -62.85 | 68.36 | 114.60 | 56.43 | 88.32 | 43.56 | 51.63 | -5.56 | -23.26 | 47.84 | 72.99 | 63.38 | -1.84 | 124.87 | 72.32 |
| Sharpe Ratio | NA | -0.50 | 0.21 | 0.34 | 0.85 | NA | NA | … | … | -0.92 | 0.53 | 0.46 | 2.21 | -0.84 | 2.50 | 0.96 | 2.83 | 0.69 | 2.73 | 0.65 | 0.81 | 1.45 | 1.76 | 0.28 | -0.19 | -0.30 | 1.62 | -0.94 | 0.78 | 0.59 | -0.22 | 0.48 | 0.21 | -0.54 | 1.17 | -1.18 | 1.72 | 2.94 | 1.57 | 2.88 | 1.13 | 1.78 | -0.25 | -0.49 | 0.81 | 1.75 | 1.48 | -0.20 | 1.68 | 2.39 |
| Standard Deviation(%) | NA | 25.50 | 24.02 | 26.63 | 27.05 | NA | NA | … | … | 33.68 | 24.03 | 20.07 | 24.96 | 35.32 | 21.02 | 43.99 | 19.82 | 28.24 | 14.73 | 22.71 | 28.03 | 18.99 | 25.14 | 20.70 | 23.47 | 21.98 | 37.23 | 48.01 | 22.72 | 21.06 | 14.34 | 17.06 | 29.12 | 42.72 | 43.89 | 56.72 | 37.82 | 37.77 | 33.52 | 29.13 | 35.14 | 27.29 | 30.30 | 52.20 | 53.87 | 38.47 | 38.78 | 34.25 | 71.24 | 38.64 |
| Draw Down(%) | NA | 33.91 | 33.91 | 37.15 | 37.15 | NA | NA | … | … | 26.06 | 20.56 | 15.49 | 12.99 | 35.88 | 8.77 | 28.04 | 7.90 | 18.23 | 6.00 | 13.62 | 16.60 | 10.06 | 13.51 | 18.00 | 16.85 | 26.37 | 26.52 | 49.85 | 14.09 | 23.03 | 12.20 | 16.15 | 19.70 | 38.69 | 32.53 | 64.45 | 19.68 | 22.68 | 20.44 | 11.50 | 23.74 | 12.39 | 26.23 | 49.24 | 45.71 | 34.70 | 27.06 | 33.93 | 50.32 | 22.86 |
| Yield(%) | 0.00 | 0.76 | 0.97 | 1.17 | 4.60 | 8.13 | 7.05 | … | … | 0.38 | 0.81 | 0.83 | 1.16 | 0.76 | 1.06 | 1.30 | 1.87 | 2.00 | 2.54 | 2.68 | 2.76 | 3.09 | 3.51 | 3.10 | 2.43 | 1.78 | 2.56 | 1.31 | 1.37 | 1.38 | 1.20 | 11.51 | 0.89 | 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 03/13/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFT (Microsoft Corporation) |
-23.78%
Dec 1999 – Dec 2002 |
-12.44%
Mar 2000 – Mar 2005 |
-7.33%
Jan 1999 – Jan 2009 |
0.49%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFT (Microsoft Corporation) |
96.33%
Jan 1996 – Jan 1999 |
76.07%
Mar 1994 – Mar 1999 |
49.96%
Mar 1989 – Mar 1999 |
39.78%
Jun 1986 – Jun 2001 |
Annualized Rolling Returns Comparison Chart