Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANDE (The Andersons, Inc.) | 38.14% | 115.28% | 23.15% | 18.95% | 9.48% | 8.90% | 5.67% | … | … |
Data as of 06/04/2026, Common starting date is 02/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANDE (The Andersons, Inc.) | 02/20/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 115.28 | 23.15 | 18.95 | 9.48 | 8.90 | 5.67 | … | … | 38.14 | 33.82 | -28.80 | 66.94 | -7.78 | 61.47 | 0.74 | -13.20 | -2.12 | -28.98 | 43.82 | -39.22 | -9.62 | 109.99 | -0.31 | 21.50 | 42.31 | 59.08 | -62.79 | 6.26 | 97.73 | 70.63 | 62.12 | 28.29 | 29.82 | 19.34 | 7.62 | -28.65 | 30.28 | -2.74 | -41.13 |
| Sharpe Ratio | NA | 2.90 | 0.52 | 0.44 | 0.18 | NA | NA | … | … | 2.74 | 0.79 | -1.00 | 1.80 | -0.17 | 1.64 | 0.01 | -0.40 | -0.11 | -1.06 | 0.94 | -1.09 | -0.14 | 4.83 | -0.01 | 0.53 | 1.23 | 0.99 | -0.92 | 0.08 | 1.71 | 1.50 | 1.84 | 1.30 | 1.23 | 0.66 | 0.10 | -0.90 | 0.82 | -0.23 | -0.81 |
| Standard Deviation(%) | NA | 33.90 | 35.20 | 39.49 | 41.83 | NA | NA | … | … | 36.81 | 39.10 | 32.47 | 35.61 | 52.94 | 37.57 | 72.00 | 36.30 | 32.91 | 27.94 | 46.19 | 36.00 | 69.69 | 22.77 | 27.25 | 40.23 | 34.27 | 59.58 | 69.11 | 39.34 | 55.46 | 45.72 | 33.22 | 21.16 | 23.34 | 25.96 | 34.78 | 35.48 | 32.88 | 27.29 | 60.58 |
| Draw Down(%) | NA | 14.09 | 46.94 | 48.82 | 72.73 | NA | NA | … | … | 14.09 | 33.79 | 33.70 | 21.59 | 48.82 | 24.82 | 54.95 | 51.62 | 32.93 | 32.31 | 24.09 | 41.79 | 43.58 | 7.65 | 29.62 | 38.30 | 21.55 | 38.61 | 76.24 | 21.33 | 48.10 | 36.38 | 18.38 | 13.58 | 12.50 | 15.50 | 18.09 | 44.50 | 13.33 | 15.79 | 53.97 |
| Yield(%) | 0.00 | 2.29 | 1.88 | 2.24 | 1.95 | 2.40 | 1.59 | … | … | 0.75 | 1.95 | 0.99 | 2.19 | 1.85 | 2.91 | 2.80 | 2.21 | 2.10 | 1.49 | 2.04 | 1.37 | 1.05 | 1.47 | 1.38 | 1.29 | 1.44 | 2.05 | 0.74 | 0.63 | 0.85 | 1.34 | 1.99 | 2.24 | 2.64 | 3.13 | 2.99 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANDE (The Andersons, Inc.) |
-31.89%
Apr 2006 – Apr 2009 |
-20.38%
Oct 2014 – Oct 2019 |
-3.47%
May 2010 – May 2020 |
0.32%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANDE (The Andersons, Inc.) |
111.05%
Apr 2003 – Apr 2006 |
71.57%
Apr 2001 – Apr 2006 |
30.96%
Apr 2001 – Apr 2011 |
25.41%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart