Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWW (W.W. Grainger, Inc.) | 28.28% | 20.88% | 25.11% | 23.91% | 20.58% | 17.50% | 17.38% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWW (W.W. Grainger, Inc.) | 12/17/1984 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.36 | 20.88 | 25.11 | 23.91 | 20.58 | 17.50 | 17.38 | … | … | 28.28 | -3.41 | 28.21 | 50.53 | 8.75 | 28.80 | 22.85 | 22.25 | 21.69 | 3.30 | 17.27 | -18.91 | 1.52 | 28.04 | 9.75 | 37.82 | 45.30 | 25.45 | -8.20 | 27.14 | -0.07 | 8.33 | 42.70 | -6.61 | 8.92 | 33.78 | -22.31 | 16.49 | -13.28 | 22.62 | 22.82 | 16.41 | 1.72 | -2.99 | 12.00 | 65.92 | 4.78 | 21.74 | -7.05 | 37.10 | 15.34 | 36.56 | 2.00 |
| Sharpe Ratio | NA | 0.48 | 0.91 | 0.83 | 0.65 | NA | NA | … | … | 2.35 | -0.27 | 1.14 | 1.86 | 0.26 | 1.27 | 0.53 | 0.79 | 0.58 | 0.09 | 0.77 | -0.90 | 0.08 | 1.50 | 0.38 | 1.36 | 2.00 | 0.89 | -0.22 | 1.08 | -0.14 | 0.28 | 2.00 | -0.29 | 0.24 | 1.08 | -0.55 | 0.34 | -0.55 | 0.96 | 1.04 | 0.80 | -0.07 | -0.24 | 0.35 | 2.80 | -0.04 | 0.88 | -0.45 | 1.04 | 0.39 | 1.28 | 3.42 |
| Standard Deviation(%) | NA | 25.00 | 22.87 | 24.57 | 28.45 | NA | NA | … | … | 26.75 | 23.70 | 21.48 | 25.42 | 28.45 | 22.57 | 42.54 | 26.37 | 35.05 | 28.37 | 22.23 | 21.16 | 18.38 | 18.70 | 25.63 | 27.80 | 22.65 | 28.61 | 41.17 | 22.27 | 24.65 | 21.51 | 20.88 | 25.34 | 32.93 | 29.67 | 48.36 | 39.08 | 30.69 | 19.63 | 18.19 | 15.52 | 19.68 | 21.85 | 27.01 | 22.04 | 19.80 | 18.01 | 26.57 | 31.62 | 28.19 | 24.33 | 19.91 |
| Draw Down(%) | NA | 15.70 | 24.50 | 24.50 | 41.60 | NA | NA | … | … | 13.35 | 18.60 | 14.44 | 14.75 | 16.85 | 16.81 | 38.94 | 17.91 | 27.49 | 39.21 | 13.99 | 23.72 | 14.28 | 9.05 | 19.14 | 21.20 | 15.45 | 23.42 | 35.30 | 16.61 | 23.97 | 21.26 | 11.58 | 20.74 | 32.33 | 22.88 | 55.63 | 28.75 | 30.49 | 12.02 | 15.16 | 11.92 | 23.52 | 21.64 | 32.14 | 15.48 | 29.60 | 14.29 | 21.85 | 36.49 | 18.64 | 14.58 | 2.38 |
| Yield(%) | 0.00 | 0.86 | 1.25 | 1.67 | 2.91 | 3.96 | 6.54 | … | … | 0.47 | 0.85 | 0.98 | 1.31 | 1.33 | 1.62 | 1.72 | 2.05 | 2.27 | 2.16 | 2.39 | 1.80 | 1.65 | 1.73 | 1.65 | 1.81 | 2.14 | 2.21 | 1.81 | 1.89 | 1.55 | 1.41 | 1.66 | 1.38 | 1.50 | 1.93 | 1.46 | 1.55 | 0.89 | 1.33 | 1.48 | 1.58 | 1.37 | 1.17 | 1.20 | 1.37 | 1.72 | 1.86 | 1.34 | 1.79 | 1.90 | 1.72 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/17/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWW (W.W. Grainger, Inc.) |
-14.89%
Sep 1997 – Sep 2000 |
-2.94%
Aug 2012 – Aug 2017 |
5.19%
Mar 1993 – Mar 2003 |
6.81%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWW (W.W. Grainger, Inc.) |
49.10%
Feb 2009 – Feb 2012 |
33.42%
Mar 2020 – Mar 2025 |
21.38%
Oct 2003 – Oct 2013 |
21.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart