Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPG (Interpublic Group of Companies Inc) | NA | -15.75% | -6.33% | 5.60% | 4.35% | 9.18% | 7.26% | … | … |
Data as of 11/26/2025, Common starting date is 11/05/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPG (Interpublic Group of Companies Inc) | 11/05/1987 | 11/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | -15.75 | -6.33 | 5.60 | 4.35 | 9.18 | 7.26 | … | … | -8.88 | -10.46 | 1.61 | -7.82 | 64.69 | 7.21 | 16.96 | 6.07 | -11.91 | 3.22 | 14.65 | 19.72 | 63.91 | 15.83 | -6.09 | 43.90 | 86.36 | -51.17 | -33.74 | 26.84 | -27.99 | -14.10 | 10.80 | -51.49 | -29.81 | -25.54 | 45.86 | 61.61 | 59.22 | 11.11 | 37.27 | 2.05 | -6.71 | 23.63 | 66.62 | 9.91 | 36.06 | 18.53 | 14.07 |
| Sharpe Ratio | NA | -0.62 | -0.38 | 0.10 | 0.09 | NA | NA | … | … | -0.41 | -0.63 | -0.07 | -0.27 | 2.23 | 0.12 | 0.70 | 0.17 | -0.49 | 0.14 | 0.63 | 1.01 | 3.01 | 0.49 | -0.12 | 1.10 | 1.39 | -0.66 | -1.34 | 1.05 | -1.44 | -0.65 | 0.24 | -0.72 | -0.66 | -0.73 | 1.22 | 2.01 | 2.50 | 0.36 | 1.39 | -0.04 | -0.28 | 0.79 | 2.26 | 0.19 | 1.21 | 0.71 | 3.88 |
| Standard Deviation(%) | NA | 30.34 | 27.28 | 29.18 | 31.51 | NA | NA | … | … | 31.07 | 22.43 | 28.50 | 34.51 | 29.02 | 57.27 | 22.08 | 27.80 | 25.85 | 21.64 | 23.29 | 19.47 | 21.24 | 32.65 | 52.24 | 39.97 | 62.11 | 79.29 | 27.66 | 22.39 | 21.00 | 23.14 | 41.27 | 72.94 | 49.65 | 40.96 | 34.87 | 28.88 | 22.12 | 20.58 | 23.97 | 23.38 | 31.20 | 26.69 | 27.63 | 23.69 | 24.87 | 19.26 | 34.80 |
| Draw Down(%) | NA | 23.89 | 39.64 | 39.64 | 49.45 | NA | NA | … | … | 20.77 | 16.41 | 31.94 | 34.03 | 14.29 | 49.45 | 17.67 | 19.18 | 27.19 | 12.80 | 17.81 | 19.24 | 12.05 | 20.14 | 46.40 | 29.79 | 26.10 | 74.88 | 41.35 | 25.57 | 33.19 | 38.86 | 47.92 | 67.51 | 58.77 | 42.30 | 18.69 | 27.39 | 13.91 | 15.78 | 8.14 | 17.71 | 32.19 | 13.50 | 13.09 | 20.98 | 18.16 | 16.96 | 5.64 |
| Yield(%) | 0.00 | 4.31 | 3.78 | 5.30 | 4.33 | 7.26 | 5.93 | … | … | 3.52 | 3.99 | 3.67 | 3.08 | 4.67 | 4.49 | 4.64 | 4.15 | 3.06 | 2.63 | 2.37 | 2.16 | 2.58 | 2.36 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.28 | 0.98 | 0.68 | 0.61 | 1.16 | 1.29 | 1.55 | 1.87 | 1.67 | 1.44 | 1.20 | 2.39 | 2.25 | 2.16 | 2.42 | 0.61 |
Data as of 11/26/2025, Common starting date is 11/05/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPG (Interpublic Group of Companies Inc) |
-41.13%
Mar 2000 – Mar 2003 |
-27.43%
Jan 2004 – Jan 2009 |
-21.56%
Jan 1999 – Jan 2009 |
-6.71%
Jan 1994 – Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPG (Interpublic Group of Companies Inc) |
55.40%
Dec 1996 – Dec 1999 |
41.76%
Dec 1994 – Dec 1999 |
28.57%
Dec 1989 – Dec 1999 |
19.63%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart