Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BR (Broadridge Financial Solutions, Inc.) | 7.91% | 23.26% | 20.36% | 15.38% | 18.67% | 20.96% | NA | 17.37% |
Data as of 07/03/2025, AR inception is 04/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BR (Broadridge Financial Solutions, Inc.) | 04/02/2007 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 23.26 | 20.36 | 15.38 | 18.67 | 20.96 | NA | 17.37 | 7.91 | 11.65 | 56.22 | -25.27 | 21.12 | 26.30 | 30.58 | 7.87 | 39.09 | 25.87 | 18.91 | 19.58 | 77.38 | 4.49 | 5.83 | -0.14 | 83.65 | -43.22 | 16.00 |
| Sharpe Ratio | NA | 0.89 | 0.74 | 0.61 | 0.75 | NA | NA | 0.62 | 0.47 | 0.44 | 2.72 | -0.89 | 1.05 | 0.72 | 1.47 | 0.25 | 2.75 | 1.37 | 0.94 | 1.16 | 4.34 | 0.27 | 0.22 | -0.01 | 2.46 | -0.85 | 0.54 |
| Standard Deviation(%) | NA | 21.19 | 22.17 | 22.48 | 23.33 | NA | NA | 26.20 | 24.13 | 18.13 | 19.50 | 29.99 | 20.14 | 36.10 | 19.75 | 26.02 | 14.06 | 18.75 | 20.12 | 16.85 | 17.81 | 16.74 | 26.83 | 21.96 | 33.99 | 52.03 | 35.25 |
| Draw Down(%) | NA | 11.79 | 26.86 | 27.02 | 36.87 | NA | NA | 59.02 | 11.79 | 8.49 | 11.53 | 26.86 | 10.91 | 36.08 | 12.99 | 32.78 | 6.51 | 14.79 | 12.24 | 10.91 | 7.10 | 18.05 | 21.89 | 22.38 | 21.63 | 58.27 | 23.75 |
| Yield(%) | 0.00 | 1.76 | 2.19 | 2.25 | 4.33 | 9.30 | 7.07 | 7.85 | 0.78 | 1.68 | 2.27 | 1.51 | 1.60 | 1.80 | 2.16 | 1.87 | 2.11 | 2.41 | 2.50 | 2.44 | 3.31 | 3.00 | 2.78 | 2.56 | 2.96 | 1.17 | 0.92 |
Data as of 07/03/2025, AR inception is 04/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BR (Broadridge Financial Solutions, Inc.) |
-1.39%
Nov 2007 - Nov 2010 |
2.16%
May 2007 - May 2012 |
16.74%
May 2007 - May 2017 |
15.05%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BR (Broadridge Financial Solutions, Inc.) |
42.52%
May 2012 - May 2015 |
38.12%
Aug 2013 - Aug 2018 |
28.40%
Oct 2008 - Oct 2018 |
23.39%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart