Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADEA (ADEIA CORP) | 82.65% | 143.60% | 44.98% | 28.81% | 10.66% | 12.45% | 6.38% | … | … |
Data as of 06/17/2026, Common starting date is 11/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADEA (ADEIA CORP) | 11/13/2003 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.72 | 143.60 | 44.98 | 28.81 | 10.66 | 12.45 | 6.38 | … | … | 82.65 | 25.22 | 14.75 | 33.53 | 18.49 | -7.51 | 12.13 | 2.79 | -22.69 | -44.06 | 49.40 | -15.00 | 84.96 | 21.92 | -0.63 | -24.38 | -4.81 | 95.88 | -71.44 | 3.12 | 56.05 | -30.53 | 97.82 | 1.68 |
| Sharpe Ratio | NA | 2.14 | 0.85 | 0.57 | 0.18 | NA | NA | … | … | 4.68 | 0.40 | 0.26 | 0.69 | 0.39 | -0.24 | 0.18 | 0.04 | -0.43 | -0.92 | 1.86 | -0.47 | 2.79 | 0.85 | -0.02 | -0.47 | -0.13 | 1.55 | -0.60 | 0.00 | 1.30 | -0.67 | 1.79 | 0.22 |
| Standard Deviation(%) | NA | 61.29 | 51.31 | 47.05 | 47.79 | NA | NA | … | … | 63.12 | 55.73 | 43.25 | 43.98 | 44.51 | 31.45 | 65.79 | 32.62 | 56.19 | 48.56 | 26.42 | 32.07 | 30.48 | 25.82 | 33.83 | 51.45 | 38.89 | 61.70 | 120.66 | 40.14 | 40.64 | 48.98 | 53.97 | 59.99 |
| Draw Down(%) | NA | 34.81 | 34.81 | 38.08 | 76.58 | NA | NA | … | … | 21.62 | 34.81 | 25.28 | 36.43 | 30.13 | 27.76 | 46.01 | 29.93 | 49.62 | 60.95 | 11.46 | 30.39 | 14.44 | 19.13 | 36.97 | 51.25 | 36.99 | 33.09 | 79.72 | 28.53 | 28.58 | 43.15 | 29.28 | 23.82 |
| Yield(%) | 0.00 | 1.53 | 1.86 | 0.92 | 1.20 | 2.28 | 1.01 | … | … | 0.57 | 1.46 | 1.60 | 2.00 | 1.92 | 2.27 | 5.74 | 2.35 | 1.83 | 0.82 | 1.54 | 1.27 | 2.34 | 1.96 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 11/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADEA (ADEIA CORP) |
-29.81%
Feb 2006 – Feb 2009 |
-21.38%
May 2007 – May 2012 |
-5.87%
Nov 2007 – Nov 2017 |
-6.77%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADEA (ADEIA CORP) |
63.61%
Apr 2023 – Apr 2026 |
31.54%
Apr 2021 – Apr 2026 |
11.67%
Apr 2016 – Apr 2026 |
10.83%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart
