Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) | -10.90% | -25.50% | 12.30% | 5.47% | 15.85% | 18.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMUS (T-Mobile US, Inc.) | 04/19/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.03 | -25.50 | 12.30 | 5.47 | 15.85 | 18.81 | NA | … | … | -10.90 | -6.58 | 39.70 | 15.02 | 20.71 | -13.99 | 72.28 | 23.28 | 0.16 | 10.43 | 47.01 | 45.21 | -19.92 | 308.08 | 14.52 | -31.27 | 65.53 | -48.62 | -23.65 | -29.01 |
| Sharpe Ratio | NA | -0.91 | 0.43 | 0.18 | 0.57 | NA | NA | … | … | -0.65 | -0.34 | 2.08 | 0.61 | 0.66 | -0.59 | 1.76 | 1.06 | -0.05 | 0.43 | 1.68 | 1.69 | -0.64 | 5.16 | 0.25 | -0.47 | 1.58 | -0.75 | -0.40 | -0.57 |
| Standard Deviation(%) | NA | 24.67 | 22.92 | 23.82 | 26.01 | NA | NA | … | … | 27.96 | 27.65 | 17.35 | 18.88 | 29.31 | 23.86 | 40.65 | 20.56 | 25.12 | 22.69 | 27.87 | 26.76 | 31.31 | 59.71 | 59.12 | 66.39 | 41.30 | 65.36 | 60.98 | 72.69 |
| Draw Down(%) | NA | 28.51 | 31.88 | 31.99 | 31.99 | NA | NA | … | … | 17.52 | 27.59 | 11.72 | 16.18 | 12.38 | 28.57 | 26.04 | 11.43 | 15.27 | 18.97 | 16.51 | 19.68 | 29.52 | 10.23 | 53.46 | 59.82 | 30.79 | 68.80 | 50.94 | 62.56 |
| Yield(%) | 0.54 | 1.61 | 2.31 | 1.28 | 2.13 | 2.58 | 1.21 | … | … | 1.02 | 1.67 | 1.75 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) |
-37.48%
Jul 2007 – Jul 2010 |
-29.07%
May 2007 – May 2012 |
7.34%
Jul 2007 – Jul 2017 |
10.57%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) |
97.70%
Jun 2012 – Jun 2015 |
66.26%
May 2012 – May 2017 |
38.97%
Jun 2012 – Jun 2022 |
30.46%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart