Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLY (Ally Financial Inc.) | -5.05% | 23.60% | 19.25% | -1.99% | 11.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLY (Ally Financial Inc.) | 01/29/2014 | 06/04/2026 |
| 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 (%) | -0.91 | 23.60 | 19.25 | -1.99 | 11.93 | NA | NA | … | … | -5.05 | 29.92 | 6.37 | 49.22 | -46.89 | 36.04 | 20.69 | 37.99 | -20.66 | 56.08 | 2.94 | -21.08 | -9.04 |
| Sharpe Ratio | NA | 0.76 | 0.52 | -0.11 | 0.27 | NA | NA | … | … | -0.39 | 0.80 | 0.08 | 1.06 | -1.05 | 1.14 | 0.27 | 1.56 | -0.91 | 2.47 | 0.09 | -0.84 | -0.41 |
| Standard Deviation(%) | NA | 29.22 | 34.53 | 38.43 | 39.79 | NA | NA | … | … | 31.81 | 33.88 | 35.12 | 43.49 | 46.07 | 31.49 | 76.62 | 23.36 | 24.19 | 22.55 | 30.69 | 25.22 | 24.07 |
| Draw Down(%) | NA | 23.04 | 31.60 | 58.13 | 66.24 | NA | NA | … | … | 23.04 | 24.37 | 26.93 | 36.68 | 54.00 | 19.10 | 64.61 | 14.07 | 31.31 | 22.09 | 21.08 | 23.24 | 27.89 |
| Yield(%) | 0.00 | 3.40 | 4.34 | 2.13 | 4.87 | 2.27 | 1.70 | … | … | 1.31 | 3.36 | 3.39 | 4.91 | 2.47 | 2.48 | 2.47 | 2.97 | 1.90 | 2.08 | 0.86 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLY (Ally Financial Inc.) |
-9.63%
Mar 2014 – Mar 2017 |
-5.79%
Mar 2015 – Mar 2020 |
5.72%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLY (Ally Financial Inc.) |
32.06%
May 2018 – May 2021 |
27.83%
May 2016 – May 2021 |
13.26%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart