Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QCOM (Qualcomm Incorporated) | 27.52% | 49.42% | 26.92% | 12.53% | 17.85% | 12.21% | 10.61% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QCOM (Qualcomm Incorporated) | 12/13/1991 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.66 | 49.42 | 26.92 | 12.53 | 17.85 | 12.21 | 10.61 | … | … | 27.52 | 13.84 | 8.31 | 35.07 | -38.58 | 22.25 | 77.08 | 60.70 | -7.59 | 2.03 | 35.10 | -30.63 | 2.26 | 22.37 | 14.89 | 12.26 | 9.01 | 31.19 | -7.64 | 5.52 | -11.32 | 2.50 | 58.20 | 49.13 | -27.94 | -38.56 | -53.34 | 2,619.42 | 2.60 | 26.65 | -7.27 | 79.17 | -9.43 | 118.56 | -2.02 | 37.50 |
| Sharpe Ratio | NA | 0.99 | 0.58 | 0.24 | 0.42 | NA | NA | … | … | 1.19 | 0.29 | 0.12 | 1.01 | -0.86 | 0.65 | 1.45 | 1.54 | -0.30 | 0.05 | 1.24 | -0.96 | 0.11 | 1.24 | 0.65 | 0.38 | 0.30 | 0.99 | -0.16 | 0.09 | -0.48 | 0.01 | 1.97 | 1.31 | -0.45 | -0.52 | -0.63 | 32.79 | -0.02 | 0.42 | -0.20 | 1.13 | -0.22 | 1.94 | -0.07 | 1,543.69 |
| Standard Deviation(%) | NA | 47.04 | 41.01 | 40.75 | 38.92 | NA | NA | … | … | 61.79 | 38.21 | 38.47 | 31.46 | 46.86 | 34.04 | 52.56 | 38.48 | 29.95 | 27.41 | 28.09 | 32.08 | 20.35 | 18.08 | 22.96 | 32.33 | 30.17 | 31.45 | 55.04 | 27.55 | 31.04 | 29.08 | 29.02 | 36.82 | 64.20 | 79.71 | 91.08 | 79.78 | 55.61 | 54.36 | 55.09 | 66.81 | 57.69 | 59.61 | 65.63 | 95.40 |
| Draw Down(%) | NA | 33.13 | 44.23 | 44.29 | 44.29 | NA | NA | … | … | 31.56 | 28.73 | 33.08 | 25.14 | 44.11 | 24.88 | 35.99 | 26.79 | 28.18 | 23.51 | 14.29 | 35.17 | 14.65 | 11.81 | 21.57 | 21.83 | 34.75 | 15.74 | 48.03 | 21.93 | 36.67 | 24.64 | 13.63 | 23.01 | 54.37 | 55.70 | 70.44 | 26.58 | 41.71 | 35.48 | 37.34 | 34.10 | 46.96 | 40.29 | 53.13 | 4.11 |
| Yield(%) | 0.37 | 3.04 | 3.04 | 2.42 | 5.14 | 4.18 | 4.23 | … | … | 1.05 | 2.29 | 2.39 | 2.94 | 1.57 | 1.81 | 2.90 | 4.32 | 3.73 | 3.43 | 4.13 | 2.50 | 2.20 | 2.01 | 1.75 | 1.66 | 1.58 | 1.81 | 1.62 | 1.44 | 1.02 | 0.80 | 0.84 | 0.65 | 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 12/13/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCOM (Qualcomm Incorporated) |
-40.88%
Dec 1999 – Dec 2002 |
-13.39%
Dec 1999 – Dec 2004 |
-5.67%
Feb 2000 – Feb 2010 |
-0.02%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCOM (Qualcomm Incorporated) |
228.15%
Dec 1996 – Dec 1999 |
125.81%
Dec 1994 – Dec 1999 |
43.42%
Jun 1994 – Jun 2004 |
34.63%
Aug 1992 – Aug 2007 |
Annualized Rolling Returns Comparison Chart