Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFS (Discover Financial Services) | NA | 63.26% | 27.69% | 40.47% | 15.17% | 21.44% | NA | … | … |
Data as of 05/16/2025, Common starting date is 06/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFS (Discover Financial Services) | 06/14/2007 | 05/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.25 | 63.26 | 27.69 | 40.47 | 15.17 | 21.44 | NA | … | … | 15.88 | 57.32 | 18.20 | -13.55 | 29.78 | 10.13 | 46.95 | -21.78 | 7.82 | 37.43 | -16.55 | 18.92 | 46.91 | 62.56 | 31.01 | 26.60 | 55.58 | -35.60 | -47.19 |
| Sharpe Ratio | NA | 1.29 | 0.59 | 0.98 | 0.34 | NA | NA | … | … | 0.86 | 1.38 | 0.39 | -0.37 | 0.89 | 0.11 | 2.07 | -0.92 | 0.41 | 1.52 | -0.76 | 0.99 | 2.27 | 2.49 | 0.83 | 0.76 | 0.70 | -0.43 | -1.49 |
| Standard Deviation(%) | NA | 44.16 | 39.24 | 40.69 | 40.14 | NA | NA | … | … | 53.23 | 36.76 | 35.74 | 40.14 | 33.53 | 85.82 | 22.03 | 25.29 | 17.79 | 24.49 | 21.71 | 19.11 | 20.69 | 25.34 | 37.49 | 34.68 | 79.83 | 85.35 | 48.09 |
| Draw Down(%) | NA | 27.41 | 33.42 | 37.53 | 72.37 | NA | NA | … | … | 27.41 | 14.72 | 33.42 | 30.14 | 20.97 | 70.42 | 18.65 | 30.89 | 21.61 | 18.84 | 21.64 | 8.98 | 7.75 | 10.67 | 24.67 | 23.55 | 49.85 | 65.04 | 52.74 |
| Yield(%) | 0.00 | 2.24 | 2.59 | 5.70 | 3.07 | 9.93 | 3.76 | … | … | 0.40 | 2.49 | 2.78 | 1.94 | 2.10 | 2.06 | 2.83 | 1.95 | 1.79 | 2.20 | 1.65 | 1.66 | 1.52 | 1.82 | 1.49 | 0.55 | 0.84 | 1.61 | 0.42 |
Data as of 05/16/2025, Common starting date is 06/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFS (Discover Financial Services) |
-18.06%
Mar 2017 – Mar 2020 |
-7.00%
Mar 2015 – Mar 2020 |
6.83%
Oct 2013 – Oct 2023 |
12.11%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFS (Discover Financial Services) |
75.39%
Mar 2009 – Mar 2012 |
60.20%
Feb 2009 – Feb 2014 |
30.56%
Feb 2009 – Feb 2019 |
24.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart