Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMN (Eastman Chemical Company) | 14.82% | -6.00% | -0.25% | -7.67% | 3.14% | 5.49% | 8.06% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMN (Eastman Chemical Company) | 12/14/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.16 | -6.00 | -0.25 | -7.67 | 3.14 | 5.49 | 8.06 | … | … | 14.82 | -27.23 | 5.11 | 14.66 | -30.38 | 23.54 | 31.78 | 12.01 | -19.10 | 26.28 | 14.42 | -8.94 | -4.34 | 20.62 | 77.72 | -4.83 | 43.44 | 99.18 | -46.23 | 5.91 | 18.83 | -7.68 | 51.76 | 13.35 | -1.83 | -16.54 | 6.50 | 6.56 | -24.87 | 7.81 | -11.42 | 23.51 | 6.32 | 4.97 |
| Sharpe Ratio | NA | -0.13 | -0.05 | -0.27 | 0.06 | NA | NA | … | … | 1.56 | -0.72 | 0.07 | 0.40 | -0.91 | 0.82 | 0.61 | 0.38 | -0.84 | 1.61 | 0.55 | -0.34 | -0.19 | 0.80 | 2.46 | -0.13 | 1.47 | 1.95 | -0.88 | 0.12 | 0.80 | -0.35 | 2.52 | 0.51 | -0.08 | -0.61 | 0.05 | 0.10 | -0.88 | 0.23 | -0.68 | 0.93 | 0.14 | 6.42 |
| Standard Deviation(%) | NA | 39.69 | 32.42 | 32.41 | 32.03 | NA | NA | … | … | 34.96 | 42.17 | 22.32 | 27.93 | 35.17 | 28.80 | 51.69 | 28.00 | 24.40 | 15.95 | 25.72 | 26.39 | 22.90 | 25.69 | 31.91 | 38.56 | 29.56 | 50.94 | 53.33 | 23.88 | 19.32 | 28.73 | 20.12 | 24.85 | 36.59 | 31.51 | 44.64 | 31.81 | 32.32 | 17.79 | 22.12 | 20.99 | 23.32 | 27.24 |
| Draw Down(%) | NA | 30.02 | 48.40 | 49.35 | 62.74 | NA | NA | … | … | 18.74 | 43.74 | 20.19 | 22.49 | 43.19 | 22.82 | 50.80 | 26.55 | 37.40 | 5.40 | 18.14 | 23.99 | 20.10 | 13.98 | 20.89 | 37.67 | 26.85 | 46.56 | 64.92 | 16.53 | 14.45 | 25.48 | 9.01 | 26.22 | 26.51 | 44.06 | 32.78 | 38.66 | 39.42 | 12.40 | 32.40 | 13.82 | 18.30 | 4.42 |
| Yield(%) | 0.00 | 4.13 | 3.98 | 2.45 | 3.72 | 4.55 | 6.89 | … | … | 1.31 | 3.76 | 3.65 | 3.87 | 2.57 | 2.87 | 3.39 | 3.45 | 2.44 | 2.75 | 2.84 | 2.17 | 1.81 | 1.79 | 2.69 | 2.32 | 2.90 | 5.33 | 2.90 | 2.93 | 3.39 | 3.07 | 4.44 | 4.66 | 4.51 | 3.71 | 3.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/14/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMN (Eastman Chemical Company) |
-22.89%
Feb 2006 – Feb 2009 |
-13.15%
Mar 1998 – Mar 2003 |
-4.76%
Feb 1999 – Feb 2009 |
-2.41%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMN (Eastman Chemical Company) |
79.85%
Feb 2009 – Feb 2012 |
57.69%
Feb 2009 – Feb 2014 |
26.34%
Feb 2009 – Feb 2019 |
18.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart