Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTNT (Fortinet, Inc.) | 82.67% | 42.19% | 27.59% | -8.72% | 15.63% | 13.15% | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/18/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTNT (Fortinet, Inc.) | 11/18/2009 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.08 | 42.19 | 27.59 | -8.72 | 15.63 | 13.15 | NA | … | … | 82.67 | -13.67 | 64.16 | 19.72 | -86.40 | 141.97 | 39.13 | 51.58 | 61.20 | 45.05 | -3.37 | 1.66 | 60.27 | -8.99 | -3.62 | 34.84 | 84.12 | 5.72 |
| Sharpe Ratio | NA | 0.81 | 0.54 | -0.13 | 0.21 | NA | NA | … | … | 6.42 | -0.39 | 1.56 | 0.36 | -0.53 | 4.02 | 0.71 | 1.60 | 1.62 | 1.81 | -0.10 | 0.04 | 2.07 | -0.22 | -0.09 | 0.58 | 2.06 | 1.65 |
| Standard Deviation(%) | NA | 45.80 | 43.19 | 83.05 | 64.39 | NA | NA | … | … | 47.21 | 43.26 | 37.40 | 42.94 | 166.15 | 35.30 | 54.41 | 31.38 | 36.97 | 24.72 | 34.63 | 38.75 | 29.11 | 40.98 | 43.02 | 59.73 | 40.74 | 37.60 |
| Draw Down(%) | NA | 30.90 | 38.32 | 87.51 | 87.51 | NA | NA | … | … | 14.34 | 35.07 | 24.20 | 38.32 | 87.22 | 16.84 | 37.61 | 26.85 | 29.02 | 12.80 | 23.55 | 37.70 | 14.67 | 33.88 | 37.38 | 42.31 | 25.41 | 5.59 |
| 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 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTNT (Fortinet, Inc.) |
-40.26%
Jul 2021 – Jul 2024 |
-16.22%
Apr 2021 – Apr 2026 |
6.27%
Aug 2012 – Aug 2022 |
8.63%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTNT (Fortinet, Inc.) |
72.16%
Dec 2018 – Dec 2021 |
64.19%
Dec 2016 – Dec 2021 |
33.05%
Sep 2011 – Sep 2021 |
18.56%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart