Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNB (Dun & Bradstreet Holdings Inc.) | NA | -22.74% | -13.78% | -17.67% | -20.56% | -11.33% | -8.15% | … | … |
Data as of 08/25/2025, Common starting date is 06/10/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNB (Dun & Bradstreet Holdings Inc.) | 06/10/1983 | 08/25/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | -22.74 | -13.78 | -17.67 | -20.56 | -11.33 | -8.15 | … | … | -26.14 | 8.46 | -2.75 | -39.73 | -17.71 | -82.82 | 1.55 | 22.04 | -0.62 | 18.68 | -12.71 | 0.12 | 58.66 | 7.20 | -7.02 | -0.78 | 11.25 | -11.67 | 8.21 | 23.64 | 12.25 | 17.63 | 47.03 | -2.29 | 36.43 | -8.98 | -6.53 | 2.02 | 30.26 | -63.32 | 17.73 | -10.75 | 6.71 | 0.43 | 36.50 | -8.42 | -14.22 | -2.05 | 4.04 | 25.67 | 27.62 | 5.85 | -0.80 |
| Sharpe Ratio | NA | -1.04 | -0.53 | -0.60 | -0.34 | NA | NA | … | … | -1.56 | 0.06 | -0.20 | -1.09 | -0.56 | -0.26 | 4.77 | 0.89 | -0.05 | 0.78 | -0.53 | 0.00 | 3.06 | 0.23 | -0.31 | -0.05 | 0.46 | -0.34 | 0.22 | 1.38 | 0.55 | 0.92 | 1.93 | -0.12 | 1.16 | -0.17 | -0.22 | -0.04 | 0.97 | -0.67 | 0.86 | -1.07 | 0.31 | -0.11 | 1.52 | -0.65 | -0.79 | -0.27 | 0.00 | 0.71 | 1.11 | -0.04 | -0.26 |
| Standard Deviation(%) | NA | 25.61 | 32.24 | 32.82 | 64.38 | NA | NA | … | … | 26.08 | 29.60 | 36.19 | 37.76 | 31.77 | 238.46 | 2.35 | 23.31 | 24.50 | 23.83 | 24.19 | 23.29 | 19.14 | 31.20 | 22.88 | 17.43 | 24.26 | 37.43 | 23.86 | 14.82 | 18.37 | 18.23 | 23.95 | 28.91 | 29.94 | 76.47 | 43.42 | 35.45 | 27.53 | 98.94 | 16.07 | 12.85 | 15.02 | 17.31 | 21.39 | 20.98 | 25.36 | 25.25 | 39.28 | 29.96 | 20.26 | 24.73 | 29.76 |
| Draw Down(%) | NA | 37.51 | 45.61 | 70.54 | 94.28 | NA | NA | … | … | 36.41 | 24.92 | 40.61 | 44.49 | 35.65 | 83.51 | 0.33 | 12.47 | 19.66 | 17.57 | 24.70 | 23.40 | 7.74 | 26.77 | 30.47 | 21.10 | 15.26 | 34.59 | 18.89 | 16.22 | 8.87 | 8.47 | 12.87 | 34.26 | 21.11 | 49.57 | 38.90 | 37.65 | 11.49 | 67.86 | 10.91 | 18.40 | 9.74 | 11.90 | 11.22 | 25.00 | 31.33 | 17.63 | 35.05 | 18.12 | 15.19 | 19.29 | 21.43 |
| Yield(%) | 0.00 | 1.25 | 1.22 | 0.43 | 0.64 | 1.47 | 1.49 | … | … | 0.40 | 1.72 | 1.60 | 0.49 | 0.00 | 0.00 | 0.00 | 1.33 | 1.65 | 1.89 | 1.52 | 1.46 | 2.04 | 2.02 | 1.77 | 1.68 | 1.75 | 1.40 | 1.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/25/2025, Common starting date is 06/10/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNB (Dun & Bradstreet Holdings Inc.) |
-58.74%
May 2020 – May 2023 |
-42.03%
Mar 2020 – Mar 2025 |
-22.02%
Apr 2015 – Apr 2025 |
-13.94%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNB (Dun & Bradstreet Holdings Inc.) |
33.19%
Feb 1984 – Feb 1987 |
26.62%
Mar 2001 – Mar 2006 |
15.53%
Aug 1998 – Aug 2008 |
12.80%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart