Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXL (MaxLinear Inc) 375.44% 549.45% 38.16% 15.73% 15.72% 15.96% NA
Data as of 06/17/2026, Common starting date is 03/25/2010
More Performance Analytics Comparison
Name Start Date End Date
MXL (MaxLinear Inc) 03/25/2010 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
Annualized Return (%) 15.18 549.45 38.16 15.73 15.72 15.96 NA 375.44 -10.36 -13.76 -29.99 -54.97 97.41 79.97 21.76 -33.38 21.19 48.00 98.79 -28.95 107.77 5.68 -55.86 -40.35
Sharpe Ratio NA 6.16 0.45 0.18 0.21 NA NA 26.38 -0.18 -0.26 -0.57 -0.87 1.80 1.01 0.51 -0.79 0.63 0.91 2.08 -0.61 2.72 0.11 -0.88 -0.97
Standard Deviation(%) NA 94.40 84.54 74.88 64.73 NA NA 124.07 75.64 79.19 60.87 64.77 54.17 78.82 40.46 44.18 32.56 51.99 47.55 47.41 39.62 49.61 63.72 50.55
Draw Down(%) NA 29.65 73.61 88.13 88.13 NA NA 29.65 63.28 56.26 66.79 61.00 26.91 62.45 34.53 45.04 35.79 22.63 30.53 43.66 12.19 36.33 67.19 47.86
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
Data as of 06/17/2026, Common starting date is 03/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXL (MaxLinear Inc) -42.91%
Mar 2022 – Mar 2025
-15.21%
Feb 2021 – Feb 2026
-1.16%
Nov 2015 – Nov 2025
-3.44%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXL (MaxLinear Inc) 62.41%
Dec 2018 – Dec 2021
47.38%
May 2012 – May 2017
31.84%
Dec 2011 – Dec 2021
16.75%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return