Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OOMA (Ooma, Inc.) | 49.45% | 35.58% | 9.70% | -5.01% | 8.17% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OOMA (Ooma, Inc.) | 07/21/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | 35.58 | 9.70 | -5.01 | 8.17 | NA | NA | … | … | 49.45 | -17.71 | 32.90 | -21.22 | -33.37 | 41.94 | 8.84 | -4.68 | 16.15 | 32.78 | 41.73 | -37.75 |
| Sharpe Ratio | NA | 0.66 | 0.15 | -0.12 | 0.14 | NA | NA | … | … | 3.41 | -0.55 | 0.53 | -0.71 | -0.82 | 0.98 | 0.13 | -0.13 | 0.33 | 0.60 | 1.01 | -1.19 |
| Standard Deviation(%) | NA | 41.40 | 42.60 | 42.28 | 46.64 | NA | NA | … | … | 40.84 | 37.97 | 50.10 | 36.28 | 42.53 | 42.78 | 68.35 | 43.78 | 45.17 | 53.87 | 40.86 | 54.53 |
| Draw Down(%) | NA | 20.27 | 56.40 | 72.27 | 72.27 | NA | NA | … | … | 13.44 | 31.61 | 41.80 | 35.93 | 47.10 | 29.46 | 47.90 | 38.05 | 21.13 | 38.21 | 19.11 | 46.53 |
| 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 |
Data as of 06/10/2026, Common starting date is 07/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOMA (Ooma, Inc.) |
-24.69%
Apr 2021 – Apr 2024 |
-12.15%
Apr 2019 – Apr 2024 |
3.37%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOMA (Ooma, Inc.) |
39.33%
Feb 2016 – Feb 2019 |
22.98%
May 2016 – May 2021 |
9.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart