Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVDA (NVIDIA Corporation) | 10.11% | 46.72% | 73.77% | 63.50% | 68.17% | 51.25% | 34.80% | … | … |
Data as of 06/05/2026, Common starting date is 01/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVDA (NVIDIA Corporation) | 01/22/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 46.72 | 73.77 | 63.50 | 68.17 | 51.25 | 34.80 | … | … | 10.11 | 38.92 | 171.25 | 239.02 | -50.26 | 125.48 | 122.30 | 76.94 | -30.82 | 81.99 | 226.96 | 67.12 | 27.40 | 33.52 | -10.97 | -10.00 | -17.56 | 131.47 | -76.28 | -8.08 | 102.46 | 55.18 | 1.55 | 101.56 | -82.80 | 308.35 | 39.61 | 138.41 |
| Sharpe Ratio | NA | 1.27 | 1.51 | 1.19 | 1.34 | NA | NA | … | … | 0.59 | 0.73 | 3.22 | 5.10 | -0.82 | 2.81 | 2.09 | 1.85 | -0.64 | 2.05 | 5.10 | 1.98 | 1.09 | 1.55 | -0.35 | -0.18 | -0.41 | 2.22 | -0.90 | -0.19 | 2.10 | 1.45 | 0.01 | 1.51 | -0.86 | 3.49 | 0.30 | 2.04 |
| Standard Deviation(%) | NA | 34.73 | 46.82 | 51.32 | 49.54 | NA | NA | … | … | 38.43 | 49.82 | 52.06 | 46.77 | 63.16 | 44.68 | 58.12 | 40.79 | 50.40 | 39.92 | 44.43 | 33.89 | 25.12 | 21.58 | 31.81 | 57.23 | 43.36 | 59.06 | 86.09 | 60.29 | 47.50 | 36.52 | 63.46 | 66.73 | 98.14 | 90.25 | 118.38 | 72.24 |
| Draw Down(%) | NA | 20.21 | 36.88 | 66.34 | 66.34 | NA | NA | … | … | 15.54 | 36.88 | 27.05 | 18.29 | 62.70 | 24.38 | 37.55 | 30.28 | 56.04 | 19.74 | 23.48 | 17.34 | 16.18 | 9.06 | 30.82 | 54.32 | 52.97 | 31.71 | 82.66 | 44.03 | 43.51 | 26.87 | 65.38 | 41.66 | 89.72 | 51.92 | 67.76 | 35.56 |
| Yield(%) | 0.12 | 0.21 | 0.04 | 0.03 | 0.82 | 1.90 | 1.69 | … | … | 0.14 | 0.03 | 0.01 | 0.11 | 0.05 | 0.08 | 0.27 | 0.47 | 0.31 | 0.56 | 1.50 | 1.97 | 2.14 | 2.44 | 0.53 | 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 01/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVDA (NVIDIA Corporation) |
-43.29%
Aug 2007 – Aug 2010 |
-22.80%
Aug 2007 – Aug 2012 |
-8.43%
Dec 2001 – Dec 2011 |
1.23%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVDA (NVIDIA Corporation) |
148.73%
Sep 2022 – Sep 2025 |
100.69%
May 2019 – May 2024 |
80.56%
Jul 2015 – Jul 2025 |
56.71%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart