Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALX (Calix, Inc.) | -26.90% | -19.76% | -9.13% | -3.44% | 18.89% | 4.40% | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALX (Calix, Inc.) | 03/25/2010 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | -19.76 | -9.13 | -3.44 | 18.89 | 4.40 | NA | … | … | -26.90 | 55.64 | -20.00 | -36.15 | -14.43 | 168.72 | 272.00 | -17.54 | 63.87 | -22.73 | -2.16 | -21.46 | 3.94 | 25.36 | 18.86 | -61.72 | 18.60 |
| Sharpe Ratio | NA | -0.61 | -0.27 | -0.14 | 0.33 | NA | NA | … | … | -1.17 | 1.39 | -0.56 | -0.89 | -0.25 | 2.88 | 3.67 | -0.39 | 1.53 | -0.51 | -0.05 | -0.45 | 0.09 | 0.57 | 0.25 | -0.87 | 0.55 |
| Standard Deviation(%) | NA | 39.64 | 44.26 | 49.62 | 51.56 | NA | NA | … | … | 49.91 | 38.77 | 47.48 | 45.48 | 62.50 | 58.65 | 73.49 | 48.85 | 40.90 | 45.68 | 43.02 | 47.72 | 44.34 | 44.55 | 75.97 | 71.05 | 44.34 |
| Draw Down(%) | NA | 45.53 | 47.91 | 65.32 | 65.32 | NA | NA | … | … | 36.87 | 30.28 | 37.73 | 52.90 | 59.58 | 32.68 | 44.05 | 49.14 | 21.92 | 39.61 | 27.95 | 34.50 | 23.13 | 32.01 | 63.77 | 75.33 | 32.24 |
| 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 |
Data as of 06/09/2026, Common starting date is 03/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALX (Calix, Inc.) |
-27.68%
May 2011 – May 2014 |
-20.71%
May 2011 – May 2016 |
-0.42%
Apr 2010 – Apr 2020 |
4.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALX (Calix, Inc.) |
113.94%
Aug 2019 – Aug 2022 |
68.02%
Oct 2017 – Oct 2022 |
28.60%
Jul 2012 – Jul 2022 |
11.92%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart