Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EFX (Equifax Inc.) -20.71% -35.28% -6.45% -5.31% 4.10% 12.17% 9.20% … …
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
EFX (Equifax Inc.) 03/17/1980 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 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 4.36 -35.28 -6.45 -5.31 4.10 12.17 9.20 … … -20.71 -14.19 3.67 28.18 -33.09 52.84 39.00 52.31 -19.96 0.95 7.34 39.29 18.65 29.50 41.91 10.89 16.23 17.18 -26.68 -9.99 7.27 35.90 15.19 6.26 -3.88 43.26 23.51 -31.08 -3.53 15.71 43.27 62.09 -3.65 32.73 29.92 -2.31 1.56 17.97 -2.25 27.59 9.78 74.18 24.09 3.77 130.43 10.18 13.61
Sharpe Ratio NA -1.10 -0.31 -0.26 0.07 NA NA … … -1.17 -0.48 0.00 0.87 -0.89 1.85 0.92 2.64 -0.77 0.01 0.32 1.93 1.16 1.74 2.08 0.39 0.74 0.55 -0.61 -0.56 0.18 1.61 0.74 0.20 -0.13 1.49 0.51 -0.86 -0.15 0.33 1.21 2.24 -0.24 0.98 0.82 -0.16 -0.11 0.54 -0.28 0.56 0.15 2.78 0.97 -0.10 3.67 -0.02 0.38
Standard Deviation(%) NA 35.51 33.30 33.28 31.54 NA NA … … 42.86 35.65 28.68 28.50 39.02 28.59 41.84 19.26 27.78 28.59 21.94 20.38 16.13 16.91 20.36 28.05 21.93 30.83 45.36 23.52 21.81 20.95 19.22 27.22 37.57 27.93 37.89 40.01 47.36 35.78 32.33 25.94 28.58 31.13 33.29 39.37 34.37 22.41 25.31 41.80 35.91 24.68 17.47 24.63 33.21 21.06 24.41
Draw Down(%) NA 41.59 47.96 49.12 49.12 NA NA … … 30.32 26.93 20.98 31.46 48.38 15.87 35.76 9.22 34.56 36.25 17.81 11.86 11.88 10.68 7.20 27.37 23.58 30.02 49.42 23.55 20.21 11.93 14.42 25.11 36.47 24.19 23.65 48.11 27.88 22.18 18.44 12.17 19.42 20.00 23.68 36.69 38.98 21.77 24.23 42.17 30.53 15.47 15.56 27.27 14.55 17.14 16.75
Yield(%) 0.00 0.79 0.83 0.73 1.28 3.87 3.07 … … 0.52 0.75 0.65 0.79 0.55 0.83 1.10 1.68 1.31 1.31 1.21 1.43 1.46 1.61 1.85 1.77 0.89 0.58 0.46 0.50 0.42 0.52 0.46 0.33 0.33 54.38 1.66 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 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFX (Equifax Inc.) -15.85%
Feb 2006 – Feb 2009 		-6.03%
May 2021 – May 2026 		0.15%
Feb 1999 – Feb 2009 		5.03%
Nov 1996 – Nov 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFX (Equifax Inc.) 48.43%
Apr 1980 – Apr 1983 		47.58%
Mar 1981 – Mar 1986 		27.58%
Feb 1981 – Feb 1991 		26.55%
Nov 1981 – Nov 1996
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return