Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTV (Aptiv PLC) | -4.17% | 10.69% | -7.55% | -14.52% | 1.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTV (Aptiv PLC) | 11/17/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.53 | 10.69 | -7.55 | -14.52 | 1.20 | NA | NA | … | … | -4.17 | 27.17 | -32.75 | -3.66 | -43.54 | 26.60 | 37.52 | 52.99 | -28.13 | 48.71 | -22.58 | 16.69 | 19.45 | 55.38 | 77.61 | 0.95 |
| Sharpe Ratio | NA | -0.08 | -0.34 | -0.43 | -0.03 | NA | NA | … | … | -0.57 | 0.70 | -1.00 | -0.24 | -0.86 | 0.81 | 0.50 | 1.66 | -0.99 | 2.08 | -0.66 | 0.61 | 0.98 | 2.30 | 2.82 | 0.30 |
| Standard Deviation(%) | NA | 37.86 | 38.01 | 39.87 | 41.89 | NA | NA | … | … | 47.09 | 35.38 | 39.43 | 32.96 | 52.11 | 32.98 | 74.90 | 31.03 | 29.64 | 23.18 | 34.55 | 27.35 | 19.82 | 24.01 | 27.76 | 28.48 |
| Draw Down(%) | NA | 40.71 | 57.37 | 73.10 | 73.10 | NA | NA | … | … | 40.71 | 29.13 | 42.21 | 40.84 | 55.08 | 16.18 | 65.08 | 29.66 | 41.93 | 10.38 | 33.50 | 21.43 | 18.36 | 10.02 | 21.79 | 7.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 2.05 | 1.54 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 1.44 | 1.02 | 1.44 | 1.16 | 1.16 | 1.41 | 1.47 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTV (Aptiv PLC) |
-30.99%
Oct 2021 – Oct 2024 |
-15.98%
Apr 2021 – Apr 2026 |
-3.13%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTV (Aptiv PLC) |
51.23%
Dec 2011 – Dec 2014 |
29.40%
Jun 2012 – Jun 2017 |
23.61%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart