Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IBM (International Business Machines Corporation) 3.21% 16.56% 35.83% 21.09% 12.12% 8.24% 10.56% … …
Data as of 06/04/2026, Common starting date is 01/02/1962
More Performance Analytics Comparison
Name Start Date End Date
IBM (International Business Machines Corporation) 01/02/1962 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 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962
Annualized Return (%) 14.21 16.56 35.83 21.09 12.12 8.24 10.56 … … 3.21 38.23 39.27 21.85 10.64 16.65 -1.16 23.57 -22.56 -3.99 25.21 -11.42 -12.39 -0.18 5.92 27.41 14.26 58.64 -20.78 12.83 19.77 -15.83 7.19 20.50 -35.46 43.00 -20.84 17.58 77.47 39.31 67.70 25.67 32.21 15.83 -40.05 -17.55 25.70 -19.44 9.58 -0.74 -20.35 30.63 4.46 30.95 77.98 -11.06 11.31 -9.47 13.92 1.76 28.30 37.87 -30.14 -22.18 21.15 7.67 -11.70 15.71 0.48 68.77 11.67 21.85 0.96 30.00 -31.82
Sharpe Ratio NA 0.41 1.13 0.71 0.39 NA NA … … 0.04 1.19 1.52 1.16 0.39 0.71 -0.03 1.08 -0.97 -0.30 1.26 -0.54 -0.72 -0.01 0.37 1.22 0.80 2.12 -0.60 0.47 1.16 -1.01 0.42 0.85 -0.86 1.11 -0.52 0.34 2.43 1.01 1.88 0.93 0.98 0.46 -1.53 -0.88 1.00 -1.48 0.22 -0.12 -1.19 1.53 -0.14 1.19 2.69 -0.99 0.10 -0.95 0.45 -0.16 1.51 1.25 -1.17 -1.03 1.18 0.24 -0.62 0.61 -0.18 3.56 0.37 1.37 -0.10 1.80 -1.03
Standard Deviation(%) NA 37.61 29.38 26.57 26.34 NA NA … … 50.43 29.88 23.39 15.78 23.81 23.28 41.09 20.51 24.84 15.55 19.83 21.27 17.29 18.89 16.15 22.40 17.77 27.57 36.04 20.52 14.16 17.88 14.77 23.38 42.47 37.28 48.33 42.00 30.39 35.22 33.69 23.29 29.64 29.87 27.66 24.18 20.03 17.12 21.57 39.65 20.76 16.47 18.84 20.55 25.98 21.66 28.47 17.77 19.43 12.98 16.30 26.81 30.54 26.52 15.54 19.14 26.44 17.90 21.30 18.53 21.77 13.91 15.98 15.48 33.02
Draw Down(%) NA 30.96 30.96 30.96 40.59 NA NA … … 30.91 19.82 16.86 14.97 16.68 17.92 38.98 13.39 33.52 21.65 13.49 22.96 22.01 19.12 12.24 14.57 8.76 13.78 44.29 15.88 12.87 26.81 17.47 14.96 55.91 24.65 38.88 34.48 15.65 22.88 29.67 21.47 14.42 26.38 49.70 36.92 19.94 25.23 13.95 40.92 24.30 12.80 18.89 11.91 10.75 28.44 27.35 21.04 14.17 13.27 10.86 20.28 38.43 33.45 14.34 21.22 41.03 10.89 18.13 7.15 21.76 9.69 17.08 10.63 46.97
Yield(%) 0.00 2.53 5.04 4.51 4.21 3.43 6.00 … … 1.16 3.05 4.13 4.68 4.84 5.28 4.81 5.58 4.02 3.53 4.04 3.08 2.29 1.88 1.77 1.96 1.89 2.46 1.81 1.54 1.34 0.80 0.76 0.78 0.49 0.65 0.44 0.38 0.81 0.75 1.43 1.35 1.73 3.15 5.36 4.31 4.93 3.91 3.64 3.61 2.89 3.64 3.37 3.99 5.91 4.98 5.50 2.83 4.29 3.62 3.53 3.85 2.29 1.23 1.62 1.66 0.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 01/02/1962
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBM (International Business Machines Corporation) -23.09%
Sep 1990 – Sep 1993 		-14.92%
Jul 1988 – Jul 1993 		-6.86%
Sep 1983 – Sep 1993 		0.96%
Sep 1978 – Sep 1993
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBM (International Business Machines Corporation) 74.89%
Jun 1996 – Jun 1999 		55.97%
Jun 1994 – Jun 1999 		24.81%
Sep 1993 – Sep 2003 		18.84%
Jul 1993 – Jul 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return