Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEO (Diageo plc) | -7.57% | -26.16% | -19.60% | -14.00% | -0.64% | 2.45% | 3.84% | … | … |
Data as of 06/04/2026, Common starting date is 03/14/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEO (Diageo plc) | 03/14/1991 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.68 | -26.16 | -19.60 | -14.00 | -0.64 | 2.45 | 3.84 | … | … | -7.57 | -29.31 | -10.09 | -16.28 | -17.40 | 41.72 | -3.26 | 21.39 | -0.43 | 44.17 | -1.86 | -1.44 | -9.71 | 16.28 | 36.93 | 21.65 | 11.00 | 27.45 | -31.63 | 11.73 | 40.72 | 4.57 | 13.79 | 25.69 | -2.21 | 8.04 | 44.92 | -30.81 | 22.11 | 19.76 | 10.00 | 15.00 | -9.50 | -1.78 | -13.79 | 9.66 |
| Sharpe Ratio | NA | -0.74 | -0.84 | -0.64 | -0.08 | NA | NA | … | … | -0.27 | -1.17 | -0.66 | -0.89 | -0.75 | 2.44 | -0.09 | 1.31 | -0.12 | 3.39 | -0.12 | -0.07 | -0.56 | 0.99 | 2.26 | 0.91 | 0.58 | 1.01 | -0.86 | 0.50 | 2.83 | 0.17 | 0.81 | 1.22 | -0.12 | 0.24 | 1.03 | -1.14 | 0.45 | 0.61 | 0.33 | 0.52 | -0.50 | -0.15 | -0.55 | 0.33 |
| Standard Deviation(%) | NA | 33.23 | 27.12 | 24.92 | 23.50 | NA | NA | … | … | 40.52 | 27.68 | 20.67 | 22.59 | 25.10 | 17.08 | 37.29 | 15.16 | 15.55 | 12.90 | 18.02 | 20.71 | 17.26 | 16.33 | 16.50 | 23.77 | 18.96 | 26.96 | 37.68 | 17.14 | 13.24 | 13.61 | 15.81 | 20.51 | 27.67 | 23.46 | 39.64 | 30.11 | 41.41 | 26.14 | 19.24 | 21.39 | 25.09 | 26.26 | 29.25 | 25.93 |
| Draw Down(%) | NA | 35.52 | 56.07 | 63.41 | 63.41 | NA | NA | … | … | 29.05 | 30.02 | 21.58 | 25.48 | 25.12 | 6.80 | 39.32 | 10.22 | 11.38 | 4.93 | 14.57 | 14.17 | 13.34 | 10.09 | 10.20 | 14.77 | 17.74 | 28.31 | 40.32 | 9.06 | 4.99 | 9.51 | 14.11 | 15.33 | 23.85 | 15.24 | 31.74 | 35.07 | 33.66 | 13.65 | 15.13 | 10.78 | 22.08 | 20.35 | 33.00 | 21.58 |
| Yield(%) | 0.00 | 2.99 | 2.31 | 2.02 | 3.37 | 4.33 | 4.94 | … | … | 0.92 | 3.28 | 2.87 | 2.29 | 1.74 | 2.51 | 2.19 | 2.50 | 2.45 | 3.09 | 2.99 | 3.10 | 4.30 | 2.46 | 3.11 | 3.53 | 3.43 | 3.89 | 3.04 | 3.28 | 3.84 | 3.84 | 3.75 | 3.82 | 3.48 | 3.23 | 4.37 | 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 03/14/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEO (Diageo plc) |
-23.51%
Mar 2023 – Mar 2026 |
-13.31%
May 2021 – May 2026 |
-1.18%
Mar 2016 – Mar 2026 |
2.63%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEO (Diageo plc) |
33.73%
Mar 2009 – Mar 2012 |
26.53%
Mar 2009 – Mar 2014 |
17.41%
Mar 2009 – Mar 2019 |
13.50%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart