Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPOK (Spok Holdings, Inc.) | -12.85% | -28.03% | 3.72% | 9.46% | 2.18% | 4.12% | 7.10% | … | … |
Data as of 06/10/2026, Common starting date is 11/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPOK (Spok Holdings, Inc.) | 11/17/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | -28.03 | 3.72 | 9.46 | 2.18 | 4.12 | 7.10 | … | … | -12.85 | -10.95 | 12.07 | 108.02 | 2.90 | -11.89 | -4.22 | -4.21 | -12.37 | -22.32 | 19.57 | 10.30 | 25.66 | 26.88 | -10.43 | -16.26 | 84.33 | 28.61 | -5.89 | -21.43 | 1.26 | -16.49 | -4.70 |
| Sharpe Ratio | NA | -1.00 | 0.02 | 0.20 | 0.02 | NA | NA | … | … | -1.02 | -0.45 | 0.30 | 2.52 | 0.05 | -0.29 | -0.08 | -0.19 | -0.44 | -0.67 | 0.58 | 0.30 | 0.67 | 0.95 | -0.33 | -0.39 | 2.47 | 0.62 | -0.11 | -0.59 | -0.06 | -0.60 | -1.92 |
| Standard Deviation(%) | NA | 30.58 | 33.92 | 33.71 | 35.80 | NA | NA | … | … | 31.81 | 31.02 | 28.59 | 41.93 | 27.10 | 40.82 | 52.61 | 30.03 | 31.16 | 34.30 | 33.27 | 34.63 | 38.31 | 28.25 | 32.49 | 41.47 | 34.11 | 46.06 | 62.00 | 41.96 | 33.66 | 31.10 | 18.20 |
| Draw Down(%) | NA | 39.87 | 39.87 | 39.87 | 62.98 | NA | NA | … | … | 21.65 | 30.97 | 18.81 | 21.32 | 32.25 | 41.14 | 28.17 | 33.06 | 20.92 | 33.83 | 19.92 | 25.96 | 30.57 | 17.01 | 25.68 | 30.08 | 16.52 | 25.58 | 51.58 | 50.39 | 36.42 | 37.63 | 10.52 |
| Yield(%) | 0.00 | 7.52 | 9.94 | 10.35 | 4.91 | 5.28 | 6.94 | … | … | 4.82 | 7.86 | 8.12 | 14.75 | 13.12 | 4.18 | 4.12 | 3.68 | 3.26 | 2.31 | 4.58 | 3.66 | 3.61 | 4.33 | 5.42 | 5.55 | 18.35 | 19.74 | 11.08 | 18.04 | 14.14 | 4.94 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPOK (Spok Holdings, Inc.) |
-27.24%
Mar 2005 – Mar 2008 |
-14.21%
Jun 2017 – Jun 2022 |
-2.53%
Jul 2011 – Jul 2021 |
-1.31%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPOK (Spok Holdings, Inc.) |
55.51%
Jun 2022 – Jun 2025 |
29.86%
Apr 2008 – Apr 2013 |
17.35%
Mar 2008 – Mar 2018 |
13.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart