Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNXN (PC Connection, Inc.) | 26.92% | 14.23% | 17.09% | 9.73% | 13.45% | 18.31% | 15.46% | … | … |
Data as of 06/12/2026, Common starting date is 03/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNXN (PC Connection, Inc.) | 03/04/1998 | 06/12/2026 |
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 14.23 | 17.09 | 9.73 | 13.45 | 18.31 | 15.46 | … | … | 26.92 | -15.82 | 3.67 | 44.26 | 9.41 | -6.33 | -4.77 | 69.11 | 15.95 | -4.20 | 27.14 | -4.35 | 2.50 | 124.12 | 7.71 | 30.24 | 31.27 | 31.76 | -54.84 | -23.50 | 175.87 | -43.53 | 15.78 | 62.26 | -65.83 | 42.90 | -72.64 | 95.74 | -16.07 |
| Sharpe Ratio | NA | 0.46 | 0.51 | 0.25 | 0.33 | NA | NA | … | … | 2.36 | -0.73 | 0.00 | 1.35 | 0.25 | -0.20 | -0.09 | 1.76 | 0.32 | -0.23 | 1.03 | -0.14 | 0.08 | 3.36 | 0.17 | 0.61 | 0.65 | 0.45 | -0.56 | -0.49 | 3.48 | -0.84 | 0.27 | 0.75 | -0.78 | 0.43 | -0.61 | 1.22 | -0.16 |
| Standard Deviation(%) | NA | 25.47 | 26.97 | 29.10 | 35.36 | NA | NA | … | … | 28.62 | 25.76 | 29.53 | 30.40 | 31.51 | 32.30 | 56.68 | 38.47 | 46.29 | 21.50 | 26.26 | 30.24 | 30.98 | 36.91 | 45.28 | 49.33 | 48.24 | 70.40 | 98.59 | 54.56 | 49.92 | 54.31 | 54.94 | 81.89 | 86.07 | 95.82 | 125.45 | 75.58 | 139.73 |
| Draw Down(%) | NA | 17.13 | 26.26 | 30.25 | 41.74 | NA | NA | … | … | 16.91 | 23.86 | 16.84 | 25.18 | 21.06 | 22.17 | 41.74 | 24.51 | 34.60 | 18.33 | 15.17 | 27.45 | 25.35 | 17.64 | 41.45 | 28.13 | 23.07 | 49.21 | 74.76 | 41.84 | 25.07 | 47.06 | 40.60 | 45.58 | 75.13 | 69.08 | 86.87 | 55.34 | 73.74 |
| Yield(%) | 0.00 | 1.09 | 1.12 | 1.26 | 2.05 | 5.99 | 6.40 | … | … | 0.70 | 0.87 | 0.61 | 0.64 | 0.78 | 2.81 | 0.00 | 1.06 | 1.24 | 1.26 | 1.60 | 1.76 | 1.78 | 3.85 | 3.47 | 4.93 | 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 06/12/2026, Common starting date is 03/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNXN (PC Connection, Inc.) |
-50.55%
Jun 2000 – Jun 2003 |
-38.79%
Aug 2000 – Aug 2005 |
-20.51%
Aug 2000 – Aug 2010 |
-6.27%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNXN (PC Connection, Inc.) |
52.51%
Mar 2012 – Mar 2015 |
44.30%
Feb 2009 – Feb 2014 |
30.56%
Feb 2009 – Feb 2019 |
23.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart