Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAOI (Applied Opt) | 389.99% | 899.47% | 227.79% | 81.05% | 32.62% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAOI (Applied Opt) | 09/27/2013 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.87 | 899.47 | 227.79 | 81.05 | 32.62 | NA | NA | … | … | 389.99 | 0.84 | 95.34 | 922.22 | -63.23 | -39.60 | -28.37 | -23.01 | -59.20 | 61.35 | 36.60 | 52.94 | -25.25 | 48.61 |
| Sharpe Ratio | NA | 6.74 | 2.05 | 0.68 | 0.32 | NA | NA | … | … | 20.78 | -0.02 | 0.79 | 7.23 | -0.73 | -0.63 | -0.34 | -0.43 | -0.77 | 0.70 | 0.53 | 0.94 | -0.37 | 6.89 |
| Standard Deviation(%) | NA | 133.10 | 130.90 | 114.78 | 96.79 | NA | NA | … | … | 157.80 | 122.89 | 113.12 | 129.54 | 88.56 | 62.77 | 83.14 | 57.00 | 78.83 | 86.58 | 68.61 | 56.12 | 68.30 | 52.90 |
| Draw Down(%) | NA | 47.64 | 77.17 | 83.07 | 98.49 | NA | NA | … | … | 33.40 | 73.48 | 69.34 | 55.62 | 71.64 | 59.94 | 64.74 | 52.22 | 71.64 | 62.05 | 53.68 | 28.43 | 65.43 | 9.60 |
| 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 |
Data as of 06/16/2026, Common starting date is 09/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAOI (Applied Opt) |
-51.31%
Sep 2017 – Sep 2020 |
-52.32%
Jul 2017 – Jul 2022 |
-9.50%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAOI (Applied Opt) |
339.20%
Apr 2023 – Apr 2026 |
85.86%
Apr 2021 – Apr 2026 |
26.66%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart