Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAESY (BAE Systems PLC) | 13.29% | -1.26% | 33.45% | 31.31% | 18.02% | 15.80% | 11.06% | … | … |
Data as of 06/04/2026, Common starting date is 10/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAESY (BAE Systems PLC) | 10/24/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.47 | -1.26 | 33.45 | 31.31 | 18.02 | 15.80 | 11.06 | … | … | 13.29 | 63.30 | 4.09 | 41.27 | 43.06 | 16.45 | -4.78 | 34.79 | -22.07 | 11.01 | 2.68 | 5.56 | 4.68 | 37.72 | 33.99 | -10.15 | -5.83 | 8.74 | -42.08 | 20.32 | 30.92 | 54.43 | 53.20 | 2.98 |
| Sharpe Ratio | NA | 0.22 | 1.12 | 1.13 | 0.63 | NA | NA | … | … | 1.42 | 1.78 | 0.02 | 1.88 | 1.41 | 0.87 | -0.12 | 1.68 | -1.09 | 0.61 | 0.09 | 0.28 | 0.23 | 1.88 | 1.27 | -0.30 | -0.22 | 0.25 | -0.79 | 0.53 | 0.90 | 2.58 | 1.69 | 0.43 |
| Standard Deviation(%) | NA | 30.84 | 28.63 | 27.04 | 26.99 | NA | NA | … | … | 36.92 | 34.21 | 22.54 | 20.15 | 29.70 | 18.99 | 41.41 | 19.83 | 21.68 | 17.03 | 27.48 | 19.80 | 20.34 | 20.05 | 26.98 | 33.45 | 26.42 | 35.05 | 54.14 | 32.60 | 30.82 | 20.25 | 30.89 | 39.14 |
| Draw Down(%) | NA | 22.49 | 22.49 | 22.49 | 41.83 | NA | NA | … | … | 19.92 | 22.49 | 20.26 | 11.01 | 15.45 | 13.95 | 41.83 | 16.65 | 36.63 | 17.30 | 17.07 | 19.85 | 11.91 | 11.07 | 16.89 | 29.64 | 23.50 | 23.79 | 54.99 | 16.09 | 24.30 | 8.44 | 14.42 | 10.24 |
| Yield(%) | 0.00 | 1.82 | 3.71 | 5.17 | 5.07 | 6.49 | 4.51 | … | … | 1.28 | 3.09 | 2.83 | 3.34 | 4.40 | 4.95 | 6.34 | 4.78 | 3.77 | 3.74 | 3.98 | 4.49 | 4.76 | 5.23 | 6.48 | 5.66 | 4.44 | 4.23 | 2.65 | 2.79 | 2.88 | 4.18 | 5.45 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAESY (BAE Systems PLC) |
-18.64%
Aug 2007 – Aug 2010 |
-9.96%
May 2007 – May 2012 |
1.86%
Oct 2007 – Oct 2017 |
3.45%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAESY (BAE Systems PLC) |
50.28%
Sep 2022 – Sep 2025 |
40.89%
Oct 2020 – Oct 2025 |
19.73%
Sep 2015 – Sep 2025 |
17.05%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart