Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTI (British American Tobacco p.l.c.) | 3.66% | 32.75% | 31.81% | 16.84% | 6.23% | 7.82% | 10.02% | … | … |
Data as of 06/04/2026, Common starting date is 04/14/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTI (British American Tobacco p.l.c.) | 04/14/1980 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.06 | 32.75 | 31.81 | 16.84 | 6.23 | 7.82 | 10.02 | … | … | 3.66 | 65.81 | 35.44 | -20.09 | 15.11 | 7.95 | -4.73 | 42.96 | -49.36 | 24.28 | 5.72 | 6.84 | 4.88 | 10.52 | 11.24 | 27.86 | 25.95 | 28.34 | -29.98 | 44.09 | 30.31 | 35.65 | 31.14 | 49.51 | 22.50 | 13.84 | 69.87 | -41.43 | -6.67 | 13.64 | -10.20 | 36.11 | -16.92 | 10.17 | 28.26 | 5.14 | -17.84 | 65.12 | -2.27 | 21.10 | 51.39 | 9.09 | 57.14 | 6.33 | 51.92 | 18.18 | 7.32 |
| Sharpe Ratio | NA | 1.90 | 1.46 | 0.76 | 0.22 | NA | NA | … | … | 0.95 | 2.89 | 1.90 | -1.21 | 0.55 | 0.43 | -0.14 | 1.55 | -1.79 | 1.29 | 0.27 | 0.34 | 0.29 | 0.74 | 0.70 | 1.14 | 1.33 | 1.01 | -0.65 | 1.98 | 1.63 | 1.93 | 1.75 | 1.87 | 0.76 | 0.35 | 1.20 | -0.97 | -0.25 | 0.33 | -0.54 | 1.39 | -0.65 | 0.25 | 1.10 | 0.05 | -0.83 | 1.53 | -0.24 | 0.42 | 1.40 | 0.11 | 1.17 | 0.00 | 1.14 | 0.25 | 0.07 |
| Standard Deviation(%) | NA | 22.54 | 20.85 | 21.13 | 24.23 | NA | NA | … | … | 27.14 | 21.87 | 16.76 | 19.72 | 25.11 | 18.28 | 35.96 | 26.72 | 28.42 | 18.39 | 20.36 | 19.88 | 16.74 | 14.09 | 16.11 | 24.45 | 19.49 | 27.89 | 47.81 | 20.76 | 16.62 | 17.30 | 17.26 | 26.07 | 28.27 | 33.02 | 54.51 | 46.14 | 39.96 | 29.71 | 25.46 | 23.12 | 30.65 | 31.35 | 23.29 | 26.68 | 27.91 | 38.65 | 29.67 | 40.26 | 33.33 | 33.19 | 42.69 | 56.98 | 38.39 | 30.40 | 37.13 |
| Draw Down(%) | NA | 13.75 | 13.77 | 29.84 | 56.02 | NA | NA | … | … | 11.74 | 13.75 | 11.24 | 24.48 | 20.75 | 13.59 | 39.23 | 16.90 | 54.24 | 16.05 | 18.27 | 12.70 | 13.45 | 10.91 | 10.92 | 11.64 | 19.28 | 18.95 | 41.65 | 8.58 | 7.38 | 9.26 | 11.37 | 12.09 | 25.66 | 17.93 | 30.65 | 52.87 | 37.01 | 17.24 | 27.89 | 10.34 | 32.09 | 21.43 | 11.05 | 21.86 | 30.77 | 22.03 | 18.84 | 38.92 | 16.67 | 19.44 | 28.33 | 26.44 | 16.92 | 15.25 | 24.14 |
| Yield(%) | 0.00 | 6.68 | 9.32 | 7.58 | 4.40 | 5.69 | 8.89 | … | … | 1.48 | 8.20 | 9.97 | 6.93 | 7.80 | 7.92 | 6.32 | 8.55 | 4.04 | 4.96 | 3.93 | 4.38 | 4.64 | 4.28 | 4.40 | 4.99 | 4.96 | 5.07 | 3.43 | 4.08 | 3.92 | 4.72 | 5.10 | 6.20 | 6.30 | 6.00 | 8.33 | 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/14/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTI (British American Tobacco p.l.c.) |
-21.58%
Feb 1997 – Feb 2000 |
-8.50%
Feb 1995 – Feb 2000 |
-4.25%
Feb 1990 – Feb 2000 |
4.17%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTI (British American Tobacco p.l.c.) |
51.06%
Jul 1984 – Jul 1987 |
42.84%
Feb 2000 – Feb 2005 |
29.69%
Feb 2000 – Feb 2010 |
25.10%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart