Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DELL (Dell Technologies Inc.) | 24.90% | 63.27% | 63.41% | 30.60% | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 08/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELL (Dell Technologies Inc.) | 08/17/2016 | 03/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.85 | 63.27 | 63.41 | 30.60 | NA | NA | NA | … | … | 24.90 | 11.22 | 52.97 | 95.85 | -26.63 | 51.27 | 42.62 | 5.16 | 8.62 | 47.86 | 27.84 |
| Sharpe Ratio | NA | 1.17 | 1.17 | 0.62 | NA | NA | NA | … | … | 3.03 | 0.16 | 0.84 | 2.78 | -0.66 | 1.94 | 0.84 | 0.10 | 0.19 | 2.26 | 3.78 |
| Standard Deviation(%) | NA | 54.79 | 51.52 | 45.66 | NA | NA | NA | … | … | 65.28 | 51.98 | 58.57 | 33.56 | 42.52 | 26.41 | 50.37 | 35.88 | 37.36 | 21.03 | 24.57 |
| Draw Down(%) | NA | 32.34 | 59.59 | 59.59 | NA | NA | NA | … | … | 12.71 | 42.31 | 50.79 | 15.74 | 43.61 | 11.24 | 45.88 | 35.10 | 26.36 | 13.01 | 7.17 |
| Yield(%) | 0.00 | 2.15 | 4.70 | 1.50 | 1.55 | 1.04 | 0.78 | … | … | 0.41 | 1.73 | 2.28 | 3.52 | 1.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 08/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL (Dell Technologies Inc.) |
3.70%
Mar 2017 – Mar 2020 |
9.88%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL (Dell Technologies Inc.) |
64.99%
Oct 2022 – Oct 2025 |
42.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart