Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZD (Ziff Davis, Inc.) | 30.33% | 39.62% | -10.34% | -16.29% | -2.50% | 4.23% | 3.49% | … | … |
Data as of 06/05/2026, Common starting date is 07/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZD (Ziff Davis, Inc.) | 07/23/1999 | 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 (%) | 1.64 | 39.62 | -10.34 | -16.29 | -2.50 | 4.23 | 3.49 | … | … | 30.33 | -34.03 | -17.61 | -15.06 | -28.65 | 30.55 | 4.25 | 35.07 | -7.53 | -8.28 | -0.63 | 32.77 | 23.98 | 63.43 | 8.74 | -2.80 | 42.26 | 1.55 | -5.34 | -22.31 | 27.52 | 23.88 | 39.17 | 160.40 | 284.65 | 340.12 | -95.82 | -29.28 |
| Sharpe Ratio | NA | 0.60 | -0.29 | -0.44 | -0.11 | NA | NA | … | … | 1.09 | -0.76 | -0.65 | -0.67 | -0.79 | 1.00 | 0.09 | 1.46 | -0.36 | -0.42 | -0.02 | 1.34 | 0.91 | 2.03 | 0.41 | -0.09 | 1.58 | 0.03 | -0.10 | -0.62 | 0.60 | 0.61 | 0.84 | 2.05 | 2.98 | 3.51 | -0.69 | -0.44 |
| Standard Deviation(%) | NA | 61.72 | 47.28 | 42.68 | 36.84 | NA | NA | … | … | 76.44 | 49.32 | 37.39 | 29.02 | 38.33 | 30.65 | 45.49 | 23.00 | 24.88 | 21.36 | 38.62 | 24.43 | 26.35 | 31.19 | 21.47 | 33.24 | 26.65 | 43.58 | 60.21 | 40.99 | 40.83 | 35.89 | 45.54 | 77.99 | 95.20 | 99.16 | 145.02 | 129.51 |
| Draw Down(%) | NA | 33.79 | 64.55 | 80.06 | 80.06 | NA | NA | … | … | 33.79 | 47.39 | 44.04 | 37.65 | 39.51 | 19.97 | 47.45 | 12.93 | 28.05 | 20.94 | 30.88 | 12.10 | 15.48 | 21.21 | 22.86 | 20.31 | 15.21 | 22.26 | 49.05 | 43.14 | 28.70 | 21.10 | 32.34 | 51.97 | 42.45 | 48.28 | 96.05 | 57.24 |
| 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 | 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 06/05/2026, Common starting date is 07/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZD (Ziff Davis, Inc.) |
-30.60%
Apr 2022 – Apr 2025 |
-22.49%
Feb 2021 – Feb 2026 |
-8.17%
Feb 2016 – Feb 2026 |
0.46%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZD (Ziff Davis, Inc.) |
253.26%
Dec 2000 – Dec 2003 |
137.78%
Dec 2000 – Dec 2005 |
58.95%
Dec 2000 – Dec 2010 |
46.03%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart