Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATEN (A10 Network) | 85.79% | 83.96% | 30.34% | 27.72% | 18.22% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 03/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATEN (A10 Network) | 03/24/2014 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.55 | 83.96 | 30.34 | 27.72 | 18.22 | NA | NA | … | … | 85.79 | -2.59 | 42.08 | -19.43 | 1.70 | 68.66 | 43.52 | 10.10 | -19.17 | -7.10 | 26.68 | 50.46 | -71.41 |
| Sharpe Ratio | NA | 2.36 | 0.74 | 0.57 | 0.37 | NA | NA | … | … | 7.27 | -0.16 | 1.18 | -0.55 | 0.01 | 1.18 | 0.71 | 0.26 | -0.58 | -0.19 | 0.60 | 0.82 | -1.03 |
| Standard Deviation(%) | NA | 32.39 | 37.99 | 42.34 | 43.24 | NA | NA | … | … | 37.23 | 34.82 | 32.55 | 42.62 | 44.67 | 58.16 | 60.45 | 33.09 | 35.73 | 40.50 | 44.15 | 61.35 | 77.78 |
| Draw Down(%) | NA | 17.26 | 32.14 | 43.87 | 67.32 | NA | NA | … | … | 9.24 | 31.22 | 24.86 | 35.75 | 24.01 | 26.32 | 52.43 | 21.05 | 28.13 | 37.83 | 30.92 | 29.86 | 74.23 |
| Yield(%) | 0.00 | 1.33 | 1.56 | 2.13 | 1.67 | 0.48 | 0.36 | … | … | 0.69 | 1.32 | 1.84 | 1.42 | 1.30 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 03/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEN (A10 Network) |
-17.49%
Aug 2014 – Aug 2017 |
-13.17%
Apr 2014 – Apr 2019 |
0.36%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEN (A10 Network) |
47.62%
Oct 2018 – Oct 2021 |
27.12%
May 2021 – May 2026 |
17.62%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart