Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPC (Genuine Parts Company) | -19.05% | -19.31% | -10.99% | -2.82% | 2.95% | 7.43% | 7.54% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPC (Genuine Parts Company) | 04/06/1983 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | -19.31 | -10.99 | -2.82 | 2.95 | 7.43 | 7.54 | … | … | -19.05 | 8.70 | -13.22 | -18.12 | 26.82 | 43.39 | -2.19 | 14.05 | 4.11 | 1.43 | 14.30 | -17.14 | 31.41 | 34.55 | 7.26 | 23.26 | 40.52 | 5.21 | -15.04 | 0.58 | 11.38 | 2.56 | 36.89 | 11.93 | -13.14 | 45.55 | 11.05 | -23.11 | 1.45 | 17.87 | 11.88 | 17.57 | -1.18 | 13.94 | 7.97 | 32.71 | -6.17 | 21.93 | 4.03 | 25.40 | 15.66 | 24.48 | 9.63 | 12.39 |
| Sharpe Ratio | NA | -0.75 | -0.50 | -0.20 | 0.05 | NA | NA | … | … | -1.13 | 0.24 | -0.51 | -0.87 | 1.04 | 1.91 | -0.05 | 0.67 | 0.14 | 0.04 | 0.73 | -0.89 | 1.95 | 2.01 | 0.42 | 0.86 | 1.85 | 0.17 | -0.45 | -0.14 | 0.55 | 0.02 | 2.09 | 0.68 | -0.56 | 1.83 | 0.23 | -1.01 | -0.10 | 0.70 | 0.51 | 0.89 | -0.24 | 0.58 | 0.28 | 1.22 | -0.55 | 0.85 | -0.03 | 0.51 | 0.49 | 0.91 | 0.09 | 0.52 |
| Standard Deviation(%) | NA | 29.35 | 30.22 | 27.49 | 28.34 | NA | NA | … | … | 37.88 | 24.72 | 33.20 | 25.36 | 24.50 | 22.71 | 51.54 | 18.71 | 19.40 | 19.74 | 19.40 | 19.31 | 16.08 | 17.13 | 17.29 | 26.99 | 21.89 | 30.78 | 35.24 | 18.43 | 14.60 | 14.69 | 17.18 | 16.40 | 25.33 | 23.96 | 29.78 | 26.30 | 19.46 | 20.25 | 16.09 | 15.24 | 17.50 | 20.25 | 19.08 | 23.52 | 21.28 | 18.91 | 26.27 | 41.34 | 23.14 | 20.84 | 29.18 | 20.51 |
| Draw Down(%) | NA | 37.48 | 40.81 | 45.70 | 54.89 | NA | NA | … | … | 37.48 | 18.20 | 29.78 | 28.13 | 15.32 | 13.31 | 52.24 | 23.23 | 18.94 | 19.69 | 16.15 | 24.37 | 8.26 | 9.43 | 11.09 | 18.55 | 14.18 | 35.42 | 30.70 | 8.36 | 11.85 | 9.52 | 9.19 | 13.06 | 26.82 | 19.10 | 27.78 | 34.06 | 21.78 | 13.55 | 9.92 | 8.02 | 13.03 | 8.96 | 9.84 | 12.22 | 19.58 | 14.14 | 19.05 | 34.70 | 13.95 | 14.47 | 21.89 | 13.28 |
| Yield(%) | 0.00 | 3.29 | 2.43 | 2.80 | 3.40 | 5.76 | 6.14 | … | … | 0.86 | 3.55 | 2.90 | 2.24 | 2.60 | 3.31 | 2.99 | 3.22 | 2.98 | 2.82 | 3.13 | 2.31 | 2.81 | 3.30 | 3.21 | 3.44 | 4.30 | 4.06 | 3.46 | 3.07 | 3.06 | 2.87 | 3.63 | 3.73 | 3.21 | 4.32 | 4.57 | 3.13 | 2.97 | 2.42 | 3.24 | 3.51 | 3.04 | 3.12 | 2.33 | 3.82 | 3.23 | 3.40 | 2.87 | 2.32 | 2.54 | 3.70 | 2.56 | 2.52 |
Data as of 06/04/2026, Common starting date is 04/06/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPC (Genuine Parts Company) |
-13.16%
Jun 1997 – Jun 2000 |
-3.69%
Mar 2015 – Mar 2020 |
2.97%
Feb 1999 – Feb 2009 |
4.17%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPC (Genuine Parts Company) |
39.20%
Mar 2020 – Mar 2023 |
30.23%
Feb 2009 – Feb 2014 |
18.08%
Feb 2009 – Feb 2019 |
15.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart