Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDW (CDW Corporation) | 3.51% | -19.60% | -4.92% | -2.32% | 14.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDW (CDW Corporation) | 06/28/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.05 | -19.60 | -4.92 | -2.32 | 14.05 | NA | NA | … | … | 3.51 | -20.56 | -22.57 | 28.84 | -11.75 | 56.85 | -6.55 | 78.25 | 17.96 | 34.91 | 25.65 | 20.46 | 51.54 | 25.71 |
| Sharpe Ratio | NA | -0.82 | -0.38 | -0.22 | 0.37 | NA | NA | … | … | -0.36 | -0.73 | -0.94 | 1.03 | -0.43 | 2.32 | -0.14 | 3.12 | 0.61 | 1.79 | 1.07 | 0.89 | 2.28 | 2.07 |
| Standard Deviation(%) | NA | 39.44 | 32.13 | 30.90 | 30.94 | NA | NA | … | … | 51.87 | 32.30 | 27.88 | 24.63 | 31.06 | 24.53 | 50.17 | 24.57 | 27.25 | 19.18 | 23.78 | 23.02 | 22.56 | 27.46 |
| Draw Down(%) | NA | 44.97 | 60.37 | 60.37 | 60.37 | NA | NA | … | … | 30.42 | 33.01 | 32.91 | 23.64 | 26.04 | 14.59 | 44.82 | 9.50 | 21.51 | 9.36 | 19.86 | 14.48 | 15.62 | 14.81 |
| Yield(%) | 0.00 | 1.42 | 1.47 | 1.39 | 4.07 | 6.46 | 4.84 | … | … | 0.95 | 1.47 | 1.13 | 1.33 | 1.02 | 1.34 | 1.07 | 1.60 | 1.33 | 1.34 | 1.57 | 0.89 | 0.83 | 0.23 |
Data as of 06/04/2026, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDW (CDW Corporation) |
-14.23%
Feb 2023 – Feb 2026 |
-4.92%
Mar 2021 – Mar 2026 |
12.67%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDW (CDW Corporation) |
43.52%
Oct 2016 – Oct 2019 |
37.53%
Apr 2016 – Apr 2021 |
26.92%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart