Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHRW (C.H. Robinson Worldwide, Inc.) | 0.70% | 17.76% | 3.22% | 5.73% | 7.26% | 5.88% | 8.73% | 13.31% |
Data as of 07/25/2025, AR inception is 10/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHRW (C.H. Robinson Worldwide, Inc.) | 10/16/1997 | 07/25/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.37 | 17.76 | 3.22 | 5.73 | 7.26 | 5.88 | 8.73 | 13.31 | 0.70 | 22.89 | -3.10 | -13.09 | 17.19 | 22.95 | -4.71 | -3.63 | 24.56 | 20.99 | -15.16 | 32.01 | -5.41 | -7.38 | -11.51 | 39.32 | 8.79 | 3.40 | 34.33 | 11.88 | 34.89 | 48.14 | 22.70 | 8.80 | -7.36 | 59.20 | 53.25 | 15.92 | -1.65 |
| Sharpe Ratio | NA | 0.49 | 0.00 | 0.14 | 0.22 | NA | NA | 0.36 | -0.06 | 0.62 | -0.27 | -0.42 | 0.75 | 0.69 | -0.23 | -0.21 | 1.29 | 1.17 | -0.61 | 1.53 | -0.25 | -0.32 | -0.40 | 1.85 | 0.25 | 0.05 | 0.86 | 0.24 | 1.35 | 1.98 | 0.81 | 0.24 | -0.26 | 0.98 | 1.29 | 0.25 | -0.26 |
| Standard Deviation(%) | NA | 29.64 | 29.13 | 28.99 | 26.67 | NA | NA | 32.19 | 29.70 | 31.18 | 25.12 | 34.31 | 22.80 | 32.93 | 27.07 | 23.83 | 18.68 | 17.76 | 24.93 | 20.97 | 21.63 | 23.72 | 28.67 | 21.17 | 34.72 | 53.61 | 36.47 | 35.26 | 24.09 | 23.80 | 27.13 | 32.21 | 38.47 | 56.30 | 38.81 | 49.99 | 44.98 |
| Draw Down(%) | NA | 23.27 | 40.55 | 40.55 | 40.55 | NA | NA | 44.86 | 20.30 | 22.73 | 23.86 | 25.89 | 14.17 | 28.01 | 17.62 | 20.61 | 19.10 | 10.08 | 19.15 | 15.52 | 19.02 | 24.42 | 23.33 | 12.64 | 31.46 | 40.26 | 19.85 | 27.50 | 14.57 | 11.60 | 13.47 | 25.14 | 26.05 | 31.29 | 24.75 | 44.86 | 23.30 |
| Yield(%) | 0.00 | 2.77 | 2.41 | 2.62 | 3.21 | 3.01 | 5.39 | 21.42 | 1.21 | 2.82 | 2.70 | 2.09 | 2.25 | 2.62 | 2.42 | 2.09 | 2.48 | 2.82 | 2.13 | 3.08 | 2.22 | 1.92 | 1.47 | 2.24 | 1.74 | 1.73 | 1.76 | 1.53 | 1.29 | 1.34 | 1.13 | 0.90 | 0.70 | 0.87 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 10/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRW (C.H. Robinson Worldwide, Inc.) |
-8.94%
Mar 2011 - Mar 2014 |
-2.78%
Dec 2010 - Dec 2015 |
3.43%
Jan 2011 - Jan 2021 |
4.31%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRW (C.H. Robinson Worldwide, Inc.) |
46.43%
Aug 1998 - Aug 2001 |
33.63%
Sep 2002 - Sep 2007 |
28.38%
May 1998 - May 2008 |
19.46%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart