Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALEX (Alexander & Baldwin Holdings Inc) | 0.97% | 22.77% | 10.85% | 6.46% | 1.84% | NA | NA | … | … |
Data as of 03/12/2026, Common starting date is 06/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALEX (Alexander & Baldwin Holdings Inc) | 06/14/2012 | 03/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 22.77 | 10.85 | 6.46 | 1.84 | NA | NA | … | … | 0.97 | 22.94 | -1.84 | 6.63 | -22.07 | 50.84 | -16.39 | 17.49 | -33.74 | -3.90 | 27.95 | -9.46 | -5.51 | 44.01 | 12.50 |
| Sharpe Ratio | NA | 0.55 | 0.25 | 0.15 | 0.00 | NA | NA | … | … | 1.15 | 0.55 | -0.28 | 0.13 | -0.81 | 1.69 | -0.23 | 0.72 | -1.35 | -0.24 | 1.07 | -0.41 | -0.21 | 1.60 | 0.37 |
| Standard Deviation(%) | NA | 36.18 | 27.01 | 27.48 | 34.01 | NA | NA | … | … | 2.24 | 37.15 | 19.52 | 23.87 | 29.28 | 30.10 | 73.65 | 22.28 | 26.10 | 18.69 | 25.87 | 23.42 | 26.92 | 27.54 | 66.56 |
| Draw Down(%) | NA | 21.18 | 21.18 | 35.70 | 69.78 | NA | NA | … | … | 0.72 | 21.18 | 16.95 | 20.42 | 34.39 | 16.24 | 61.53 | 17.69 | 39.01 | 13.95 | 17.02 | 23.19 | 21.88 | 24.40 | 26.52 |
| Yield(%) | 0.00 | 5.72 | 5.23 | 4.49 | 6.03 | 5.79 | 4.34 | … | … | 0.00 | 5.81 | 4.68 | 4.68 | 3.30 | 4.04 | 1.65 | 3.74 | 0.00 | 36.17 | 0.73 | 0.65 | 0.41 | 1.67 | 0.57 |
Data as of 03/12/2026, Common starting date is 06/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEX (Alexander & Baldwin Holdings Inc) |
-26.94%
Sep 2017 – Sep 2020 |
-15.71%
Mar 2015 – Mar 2020 |
-3.03%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEX (Alexander & Baldwin Holdings Inc) |
22.89%
Mar 2020 – Mar 2023 |
15.16%
Sep 2020 – Sep 2025 |
3.54%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart