Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUD (Anheuser-Busch InBev SA/NV) | 23.48% | 10.77% | 14.56% | 1.59% | -3.13% | 4.15% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUD (Anheuser-Busch InBev SA/NV) | 07/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.95 | 10.77 | 14.56 | 1.59 | -3.13 | 4.15 | NA | … | … | 23.48 | 29.80 | -21.36 | 9.04 | -0.13 | -12.66 | -13.94 | 27.68 | -38.79 | 9.62 | -12.73 | 14.96 | 8.68 | 25.56 | 46.52 | 8.88 | 10.83 | 35.14 |
| Sharpe Ratio | NA | 0.48 | 0.44 | 0.00 | -0.15 | NA | NA | … | … | 2.84 | 1.04 | -1.21 | 0.26 | -0.05 | -0.49 | -0.28 | 1.05 | -1.75 | 0.57 | -0.58 | 0.66 | 0.49 | 1.18 | 2.17 | 0.34 | 0.38 | 2.88 |
| Standard Deviation(%) | NA | 26.65 | 23.35 | 24.94 | 27.83 | NA | NA | … | … | 26.84 | 25.89 | 20.60 | 20.75 | 30.70 | 25.71 | 51.08 | 24.86 | 22.96 | 15.72 | 22.38 | 22.72 | 17.50 | 21.68 | 21.64 | 26.21 | 28.14 | 28.33 |
| Draw Down(%) | NA | 20.36 | 31.55 | 43.01 | 70.50 | NA | NA | … | … | 16.64 | 20.36 | 26.16 | 20.27 | 33.30 | 31.68 | 57.84 | 22.91 | 41.46 | 10.91 | 23.93 | 19.18 | 11.54 | 12.98 | 12.48 | 22.28 | 13.99 | 9.92 |
| Yield(%) | 0.00 | 1.81 | 1.85 | 1.10 | 1.27 | 3.48 | 4.20 | … | … | 1.84 | 1.92 | 1.37 | 1.38 | 0.63 | 0.85 | 0.68 | 3.04 | 3.02 | 3.87 | 3.27 | 3.54 | 3.14 | 3.40 | 2.56 | 2.05 | 0.92 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUD (Anheuser-Busch InBev SA/NV) |
-24.36%
May 2017 – May 2020 |
-15.96%
Sep 2017 – Sep 2022 |
-6.70%
Jan 2015 – Jan 2025 |
1.94%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUD (Anheuser-Busch InBev SA/NV) |
30.95%
Sep 2011 – Sep 2014 |
23.27%
Aug 2009 – Aug 2014 |
10.97%
Aug 2009 – Aug 2019 |
4.89%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart