Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFY (Infosys Limited) | -32.64% | -34.18% | -6.50% | -7.46% | 5.68% | 5.83% | 8.10% | … | … |
Data as of 06/10/2026, Common starting date is 03/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFY (Infosys Limited) | 03/11/1999 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | -34.18 | -6.50 | -7.46 | 5.68 | 5.83 | 8.10 | … | … | -32.64 | -16.31 | 23.07 | 4.79 | -27.27 | 52.21 | 68.34 | 11.88 | 19.58 | 15.67 | -9.56 | 9.03 | 20.87 | 36.21 | -15.95 | -31.60 | 40.38 | 127.69 | -44.61 | -16.33 | 36.93 | 17.16 | 47.87 | 37.95 | 19.51 | -32.60 | -43.49 | 604.00 |
| Sharpe Ratio | NA | -0.93 | -0.28 | -0.31 | 0.13 | NA | NA | … | … | -1.39 | -0.69 | 0.86 | 0.05 | -0.95 | 2.05 | 1.56 | 0.43 | 0.76 | 0.73 | -0.36 | 0.34 | 0.83 | 0.98 | -0.50 | -0.86 | 1.53 | 3.17 | -0.70 | -0.54 | 1.03 | 0.49 | 1.26 | 0.66 | 0.31 | -0.42 | -0.47 | 12.62 |
| Standard Deviation(%) | NA | 34.83 | 28.61 | 28.17 | 28.55 | NA | NA | … | … | 43.00 | 27.97 | 22.61 | 25.07 | 30.43 | 25.44 | 43.31 | 24.47 | 23.94 | 20.59 | 27.37 | 26.49 | 25.21 | 36.91 | 31.99 | 36.71 | 26.35 | 40.20 | 64.81 | 35.94 | 32.73 | 30.59 | 37.33 | 56.09 | 59.05 | 84.08 | 101.49 | 79.10 |
| Draw Down(%) | NA | 42.33 | 48.75 | 50.38 | 50.38 | NA | NA | … | … | 39.74 | 29.49 | 19.89 | 24.19 | 35.89 | 11.41 | 39.18 | 25.10 | 14.61 | 10.89 | 29.06 | 17.69 | 19.46 | 27.93 | 35.57 | 38.93 | 13.72 | 22.36 | 56.93 | 35.74 | 21.52 | 26.70 | 28.46 | 46.65 | 32.96 | 73.51 | 72.97 | 33.41 |
| Yield(%) | 0.00 | 1.40 | 2.78 | 2.15 | 4.00 | 4.06 | 6.28 | … | … | 1.37 | 2.28 | 3.24 | 2.35 | 1.63 | 2.31 | 2.83 | 3.32 | 2.09 | 5.64 | 2.33 | 2.42 | 9.22 | 1.91 | 1.69 | 0.96 | 2.19 | 1.93 | 1.98 | 0.55 | 1.34 | 0.43 | 1.54 | 0.45 | 6.71 | 0.18 | 1.07 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFY (Infosys Limited) |
-39.76%
Apr 2000 – Apr 2003 |
-9.01%
Feb 2000 – Feb 2005 |
-0.12%
Feb 2000 – Feb 2010 |
2.68%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFY (Infosys Limited) |
57.86%
Apr 2003 – Apr 2006 |
44.37%
Sep 2001 – Sep 2006 |
21.82%
Sep 2001 – Sep 2011 |
18.71%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart