Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APD (Air Products and Chemicals, Inc.) | -1.56% | 16.13% | 7.93% | 5.52% | 10.24% | 13.24% | 10.85% | 11.31% |
Data as of 06/30/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APD (Air Products and Chemicals, Inc.) | 03/17/1980 | 06/30/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 16.13 | 7.93 | 5.52 | 10.24 | 13.24 | 10.85 | 11.31 | -1.56 | 8.09 | -8.95 | 3.91 | 13.75 | 18.82 | 50.01 | 0.26 | 17.77 | 14.10 | -7.46 | 32.34 | 37.18 | 1.97 | -3.58 | 15.29 | 65.81 | -47.65 | 43.02 | 21.37 | 4.52 | 12.18 | 26.28 | -7.08 | 16.79 | 25.09 | -15.61 | -2.74 | 18.99 | 31.04 | 18.21 | 0.85 | -5.35 | 26.57 | 34.93 | 14.06 | 16.36 | 1.23 | 16.01 | 9.55 | 39.40 | 3.08 | 22.68 | -3.32 | -9.06 | 19.93 |
| Sharpe Ratio | NA | 0.25 | 0.15 | 0.15 | 0.33 | NA | NA | 0.30 | -0.21 | 0.05 | -0.53 | 0.09 | 0.66 | 0.42 | 2.54 | -0.05 | 1.26 | 0.69 | -0.34 | 1.57 | 1.94 | 0.10 | -0.13 | 0.68 | 1.80 | -0.92 | 1.70 | 0.93 | 0.13 | 0.56 | 1.16 | -0.23 | 0.48 | 0.46 | -0.42 | -0.20 | 0.67 | 1.38 | 0.67 | -0.09 | -0.30 | 0.86 | 1.20 | 0.38 | 0.54 | -0.12 | 0.26 | 0.18 | 1.80 | -0.16 | 0.54 | -0.32 | -0.72 | 0.55 |
| Standard Deviation(%) | NA | 27.51 | 27.56 | 26.70 | 25.88 | NA | NA | 28.14 | 29.08 | 28.64 | 25.29 | 28.69 | 20.65 | 44.07 | 19.11 | 19.90 | 13.69 | 20.06 | 21.73 | 20.55 | 19.14 | 18.72 | 28.38 | 22.24 | 36.48 | 52.49 | 23.67 | 19.46 | 18.28 | 19.98 | 22.12 | 34.97 | 30.51 | 45.66 | 44.40 | 30.97 | 22.99 | 19.78 | 21.37 | 23.00 | 24.86 | 27.71 | 25.90 | 22.77 | 19.70 | 27.81 | 46.09 | 29.78 | 19.02 | 23.11 | 30.40 | 33.91 | 26.31 | 32.92 |
| Draw Down(%) | NA | 26.01 | 31.77 | 31.77 | 31.77 | NA | NA | 60.26 | 26.01 | 21.34 | 19.14 | 28.26 | 15.35 | 30.97 | 10.24 | 12.63 | 9.32 | 14.91 | 19.84 | 12.14 | 7.13 | 17.05 | 23.86 | 21.06 | 26.16 | 60.26 | 9.72 | 14.33 | 16.68 | 14.51 | 14.78 | 22.89 | 30.01 | 33.73 | 46.18 | 34.07 | 16.09 | 13.33 | 14.98 | 19.90 | 21.09 | 17.93 | 16.61 | 28.93 | 15.97 | 26.68 | 41.69 | 28.61 | 8.79 | 20.00 | 19.63 | 36.21 | 27.79 | 24.07 |
| Yield(%) | 0.00 | 2.87 | 2.87 | 2.68 | 4.22 | 7.43 | 6.71 | 44.60 | 1.26 | 1.94 | 2.28 | 2.19 | 2.24 | 2.32 | 2.91 | 2.66 | 3.31 | 3.60 | 2.41 | 2.99 | 3.58 | 3.20 | 2.77 | 2.55 | 3.67 | 1.97 | 2.28 | 2.47 | 2.38 | 2.26 | 2.29 | 1.91 | 2.11 | 2.47 | 0.50 | 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 06/30/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APD (Air Products and Chemicals, Inc.) |
-11.26%
Feb 1997 - Feb 2000 |
-1.84%
Oct 2007 - Oct 2012 |
4.28%
Nov 1998 - Nov 2008 |
5.96%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APD (Air Products and Chemicals, Inc.) |
35.36%
Jul 1984 - Jul 1987 |
30.13%
Jul 1982 - Jul 1987 |
20.78%
Sep 1982 - Sep 1992 |
18.69%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart