Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRM (Salesforce, Inc.) | -35.32% | -35.80% | -6.72% | -6.31% | 7.80% | 11.24% | 18.10% | … | … |
Data as of 06/10/2026, Common starting date is 06/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRM (Salesforce, Inc.) | 06/23/2004 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.33 | -35.80 | -6.72 | -6.31 | 7.80 | 11.24 | 18.10 | … | … | -35.32 | -20.25 | 27.76 | 98.46 | -47.83 | 14.20 | 36.82 | 18.74 | 33.98 | 49.33 | -12.68 | 32.19 | 7.47 | 31.33 | 65.68 | -23.14 | 78.93 | 130.46 | -48.94 | 71.99 | 13.73 | 89.20 | -1.51 |
| Sharpe Ratio | NA | -0.86 | -0.19 | -0.19 | 0.20 | NA | NA | … | … | -1.23 | -0.73 | 0.65 | 3.29 | -1.05 | 0.50 | 0.70 | 0.67 | 0.96 | 3.06 | -0.38 | 1.03 | 0.22 | 1.02 | 1.88 | -0.50 | 1.81 | 2.66 | -0.69 | 1.65 | 0.22 | 1.93 | -0.06 |
| Standard Deviation(%) | NA | 38.05 | 35.32 | 37.21 | 35.32 | NA | NA | … | … | 47.47 | 31.91 | 37.00 | 29.18 | 47.22 | 28.44 | 52.07 | 25.67 | 34.09 | 15.97 | 33.78 | 31.22 | 34.25 | 30.83 | 35.24 | 46.11 | 43.53 | 49.00 | 72.31 | 42.03 | 47.16 | 45.12 | 72.33 |
| Draw Down(%) | NA | 39.46 | 54.70 | 58.62 | 58.62 | NA | NA | … | … | 37.86 | 37.08 | 31.11 | 16.26 | 49.79 | 20.24 | 35.72 | 16.31 | 24.78 | 8.23 | 31.06 | 13.92 | 25.81 | 21.83 | 23.94 | 38.48 | 18.86 | 25.52 | 70.50 | 22.09 | 48.77 | 27.19 | 44.24 |
| Yield(%) | 0.00 | 0.63 | 0.58 | 0.31 | 0.45 | 0.70 | 2.98 | … | … | 0.17 | 0.50 | 0.62 | 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 06/10/2026, Common starting date is 06/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRM (Salesforce, Inc.) |
-13.45%
Jan 2006 – Jan 2009 |
-4.90%
Apr 2021 – Apr 2026 |
8.76%
May 2016 – May 2026 |
11.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRM (Salesforce, Inc.) |
72.27%
Feb 2009 – Feb 2012 |
55.52%
Jan 2009 – Jan 2014 |
37.05%
Feb 2009 – Feb 2019 |
30.85%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison Chart