Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GD (General Dynamics Corporation) 19.83% 8.11% 13.60% 18.74% 10.09% 13.93% 11.31% 13.25%
Data as of 08/01/2025, AR inception is 01/03/1977
More Performance Analytics Comparison
Name Start Date End Date
GD (General Dynamics Corporation) 01/03/1977 08/01/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 1979 1978 1977
Annualized Return (%) -1.04 8.11 13.60 18.74 10.09 13.93 11.31 13.25 19.83 3.52 7.13 21.69 43.77 -13.14 14.80 -21.35 19.84 28.42 2.77 47.24 40.98 8.21 -3.89 6.68 21.70 -34.17 21.35 32.17 10.60 17.40 15.97 1.04 3.63 50.65 -10.59 36.02 22.61 19.66 35.92 -5.69 -10.98 92.79 112.87 -43.73 -11.58 4.10 -28.04 -1.45 -1.08 19.57 76.14 34.69 -42.69 41.32 90.25 73.77 -16.06
Sharpe Ratio NA 0.22 0.51 0.82 0.38 NA NA 0.37 1.36 -0.01 0.19 0.86 2.48 -0.33 0.69 -0.95 1.38 1.58 0.15 2.59 2.26 0.45 -0.14 0.27 0.64 -0.92 0.85 1.53 0.55 0.99 0.55 0.00 0.04 1.30 -0.41 0.99 0.89 0.86 1.76 -0.40 -0.41 4.12 2.33 -1.50 -0.93 -0.04 -1.17 -0.26 -0.29 0.47 2.45 0.62 -1.39 0.85 2.57 1.85 -0.80
Standard Deviation(%) NA 22.92 20.03 20.58 22.65 NA NA 27.28 24.78 17.83 17.96 23.59 17.62 40.48 19.20 24.12 13.99 17.86 18.50 18.20 18.09 18.21 27.49 24.21 33.92 38.09 21.52 18.85 15.07 16.62 27.53 33.72 32.80 35.70 34.13 32.81 21.17 18.40 18.19 21.77 32.23 21.68 46.55 32.66 18.89 17.81 27.58 22.28 22.91 26.37 28.31 42.88 38.06 38.44 32.01 37.09 24.87
Draw Down(%) NA 22.55 22.55 22.55 51.63 NA NA 78.16 10.93 17.12 16.98 15.31 9.81 43.73 11.82 34.66 8.27 9.13 11.85 8.49 10.14 15.76 27.82 28.47 40.32 48.22 10.65 10.20 8.58 11.13 35.25 32.37 21.49 33.92 37.26 12.65 12.58 8.69 11.20 18.79 31.75 7.79 22.86 58.27 28.42 16.03 45.08 23.12 24.85 29.17 17.22 29.30 50.00 30.79 23.08 30.73 26.73
Yield(%) 0.00 1.99 2.43 3.51 2.98 5.93 5.43 100.58 1.69 2.16 2.10 2.40 3.20 2.42 2.54 1.81 1.87 2.18 2.94 2.55 2.36 3.69 2.62 2.37 2.49 1.53 1.49 1.55 1.53 1.56 1.56 1.47 1.47 2.08 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 0.00 0.00 0.00
Data as of 08/01/2025, AR inception is 01/03/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GD (General Dynamics Corporation) -30.21%
Sep 1987 - Sep 1990 		-20.38%
Aug 1985 - Aug 1990 		-5.32%
Nov 1980 - Nov 1990 		5.22%
Jan 1980 - Jan 1995
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GD (General Dynamics Corporation) 67.18%
Dec 1977 - Dec 1980 		39.85%
Feb 1978 - Feb 1983 		29.53%
Nov 1990 - Nov 2000 		22.94%
Sep 1990 - Sep 2005
Annualized Rolling Returns Comparison Chart