Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABBV (AbbVie Inc.) | 4.52% | 11.80% | 10.07% | 18.33% | 15.37% | NA | NA | 19.81% |
Data as of 06/27/2025, AR inception is 12/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBV (AbbVie Inc.) | 12/10/2012 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 11.80 | 10.07 | 18.33 | 15.37 | NA | NA | 19.81 | 4.52 | 18.86 | -0.23 | 24.01 | 32.43 | 27.73 | 2.96 | -0.96 | 60.07 | 9.79 | -6.46 | 27.97 | 60.71 | -2.40 |
| Sharpe Ratio | NA | 0.30 | 0.29 | 0.72 | 0.50 | NA | NA | 0.67 | 0.22 | 0.51 | -0.23 | 1.01 | 1.60 | 0.78 | 0.06 | -0.06 | 3.43 | 0.35 | -0.20 | 1.13 | 2.43 | -1.01 |
| Standard Deviation(%) | NA | 28.58 | 23.34 | 22.73 | 26.98 | NA | NA | 26.66 | 29.00 | 24.26 | 19.72 | 22.49 | 20.26 | 35.04 | 28.21 | 35.22 | 17.41 | 27.26 | 31.94 | 24.72 | 24.95 | 35.25 |
| Draw Down(%) | NA | 20.74 | 20.74 | 21.92 | 45.09 | NA | NA | 45.09 | 20.74 | 19.07 | 19.64 | 21.92 | 11.91 | 34.04 | 28.86 | 34.82 | 7.17 | 16.46 | 31.59 | 12.67 | 12.95 | 6.57 |
| Yield(%) | 0.00 | 3.78 | 3.97 | 5.93 | 6.81 | 9.53 | 7.15 | 11.91 | 1.83 | 3.88 | 3.65 | 4.16 | 4.93 | 5.27 | 6.00 | 3.65 | 4.10 | 3.96 | 3.07 | 3.19 | 4.56 | 0.00 |
Data as of 06/27/2025, AR inception is 12/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBV (AbbVie Inc.) |
2.55%
Jan 2018 - Jan 2021 |
7.60%
Aug 2014 - Aug 2019 |
15.04%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBV (AbbVie Inc.) |
36.13%
Jul 2019 - Jul 2022 |
30.46%
Aug 2019 - Aug 2024 |
20.32%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart