Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIS (General Mills, Inc.) | -17.46% | -15.98% | -9.27% | -1.04% | 2.37% | 5.85% | 7.42% | 11.38% |
Data as of 07/11/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIS (General Mills, Inc.) | 03/17/1980 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | -15.98 | -9.27 | -1.04 | 2.37 | 5.85 | 7.42 | 11.38 | -17.46 | 1.45 | -19.97 | 28.09 | 18.53 | 13.60 | 43.13 | -31.57 | -0.65 | 10.31 | 12.43 | 10.27 | 27.30 | 3.27 | 17.19 | 3.50 | 20.23 | 9.49 | 1.59 | 19.94 | 1.21 | 12.58 | -1.21 | -7.56 | 19.76 | 28.51 | -8.04 | 8.55 | 12.57 | 10.17 | 47.99 | -5.97 | -11.31 | -6.96 | 50.26 | 35.41 | 39.52 | 4.53 | 15.07 | 41.10 | 20.15 | -2.63 | 7.18 | 35.89 | 32.87 | 30.91 |
| Sharpe Ratio | NA | -0.71 | -0.57 | -0.08 | 0.07 | NA | NA | 0.39 | -1.18 | -0.28 | -1.34 | 1.19 | 0.95 | 0.43 | 2.25 | -1.26 | -0.07 | 0.60 | 0.74 | 0.71 | 1.90 | 0.30 | 1.05 | 0.21 | 0.86 | 0.32 | -0.09 | 1.42 | -0.06 | 0.88 | -0.12 | -0.31 | 0.90 | 0.95 | -0.60 | 0.30 | 0.50 | 0.33 | 1.69 | -0.45 | -0.63 | -0.42 | 1.77 | 1.19 | 1.98 | -0.01 | 0.31 | 1.27 | 0.54 | -0.45 | 0.05 | 1.06 | 0.84 | 1.20 |
| Standard Deviation(%) | NA | 22.01 | 20.15 | 20.52 | 21.61 | NA | NA | 21.65 | 25.94 | 18.59 | 18.24 | 22.47 | 19.46 | 30.93 | 18.58 | 26.16 | 17.73 | 16.93 | 16.66 | 14.37 | 14.36 | 10.91 | 16.30 | 16.09 | 23.52 | 26.74 | 15.35 | 11.80 | 14.96 | 13.23 | 15.31 | 28.09 | 19.65 | 25.60 | 18.88 | 17.57 | 17.93 | 20.06 | 26.14 | 19.71 | 21.32 | 21.92 | 26.14 | 25.11 | 17.11 | 22.84 | 35.29 | 28.92 | 27.54 | 20.49 | 22.36 | 26.68 | 27.05 | 27.23 |
| Draw Down(%) | NA | 31.03 | 40.19 | 40.19 | 45.10 | NA | NA | 45.10 | 22.06 | 15.76 | 30.91 | 10.92 | 10.55 | 20.76 | 9.69 | 37.00 | 18.57 | 15.95 | 8.45 | 10.65 | 9.67 | 7.82 | 11.79 | 13.10 | 22.05 | 16.75 | 10.19 | 5.88 | 15.70 | 10.66 | 12.85 | 24.87 | 18.08 | 22.16 | 24.87 | 20.89 | 14.75 | 12.73 | 9.02 | 20.20 | 22.64 | 22.08 | 10.46 | 17.13 | 8.96 | 17.46 | 31.57 | 16.04 | 17.69 | 18.62 | 16.74 | 14.01 | 16.88 | 21.72 |
| Yield(%) | 0.00 | 2.85 | 2.81 | 3.30 | 3.57 | 5.08 | 6.80 | 72.61 | 1.89 | 3.57 | 2.72 | 3.12 | 3.46 | 3.80 | 5.10 | 3.32 | 3.12 | 3.24 | 4.09 | 3.26 | 3.44 | 3.15 | 3.30 | 2.96 | 2.98 | 2.92 | 2.65 | 2.78 | 1.96 | 2.60 | 2.31 | 2.16 | 2.50 | 3.19 | 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 07/11/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIS (General Mills, Inc.) |
-9.15%
Dec 2015 - Dec 2018 |
-1.45%
Dec 2013 - Dec 2018 |
2.82%
Jun 2015 - Jun 2025 |
6.07%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIS (General Mills, Inc.) |
41.59%
Dec 1988 - Dec 1991 |
27.84%
Dec 1986 - Dec 1991 |
23.43%
Dec 1981 - Dec 1991 |
18.83%
Oct 1980 - Oct 1995 |
Annualized Rolling Returns Comparison Chart