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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JNJ (Johnson & Johnson) 9.48% 8.85% -1.13% 3.84% 7.47% 9.76% 7.40% 10.80%
Data as of 06/03/2025, AR inception is 12/31/1970
More Performance Analytics Comparison
Name Start Date End Date
JNJ (Johnson & Johnson) 12/31/1970 06/03/2025
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 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970
Annualized Return (%) 0.76 8.85 -1.13 3.84 7.47 9.76 7.40 10.80 9.48 -4.81 -8.58 5.97 11.44 10.82 16.21 -5.14 24.40 15.34 1.14 17.34 34.62 10.83 9.89 -0.58 11.23 -7.73 3.61 12.44 -3.36 25.17 -2.11 -7.88 14.01 14.24 11.18 27.32 32.41 16.37 56.16 22.01 -11.14 -11.79 59.58 20.84 39.50 13.69 14.10 24.70 45.67 -11.62 -17.63 33.67 11.65 25.87 7.46 -3.91 -1.60 -13.09 10.97 -28.27 -13.60 32.49 72.81 0.00
Sharpe Ratio NA 0.37 -0.31 0.10 0.33 NA NA 0.33 0.87 -0.76 -0.78 0.27 0.79 0.35 0.89 -0.29 2.09 1.13 0.07 1.19 2.75 1.13 0.57 -0.05 0.63 -0.29 0.05 0.79 -0.40 1.63 -0.13 -0.28 0.52 0.30 0.28 0.90 1.02 0.55 2.69 0.95 -0.43 -0.57 2.36 0.68 1.45 0.38 0.26 0.74 1.82 -0.68 -1.06 0.76 0.06 0.85 0.02 -0.47 -0.28 -0.95 0.32 -1.03 -0.74 1.46 2.85 NA
Standard Deviation(%) NA 18.98 17.18 16.88 18.41 NA NA 22.44 23.75 15.09 16.51 17.36 14.51 30.19 16.56 22.24 11.42 13.45 16.35 14.57 12.59 9.63 17.27 12.82 17.71 29.44 11.42 11.62 13.78 14.82 21.24 32.23 23.01 33.36 27.91 26.56 28.25 23.27 19.45 20.09 30.33 24.85 23.50 22.84 23.26 23.58 38.69 27.56 22.24 26.81 22.23 34.25 25.64 20.72 15.90 18.89 18.78 17.45 21.86 32.71 25.06 20.46 24.36 0.00
Draw Down(%) NA 14.45 17.43 18.41 27.37 NA NA 52.60 12.73 13.68 17.43 12.74 12.03 27.37 11.45 18.29 5.89 10.28 12.83 10.92 8.62 5.79 11.37 12.86 22.55 22.75 10.93 9.98 12.15 9.34 16.19 35.88 20.49 28.76 14.89 13.62 17.14 11.73 8.79 19.23 29.46 25.89 18.20 17.04 10.93 19.54 38.35 18.44 12.24 33.33 23.23 17.46 25.97 17.90 16.45 19.58 19.84 25.10 20.20 36.80 19.92 7.66 13.49 0.00
Yield(%) 0.85 3.40 2.72 3.07 4.00 5.86 4.59 102.61 1.76 3.07 2.64 2.59 2.68 2.73 2.94 2.54 2.87 3.13 2.82 3.03 3.66 3.64 3.58 3.26 3.18 2.72 2.44 2.36 2.03 2.12 1.67 1.35 1.37 1.35 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2025, AR inception is 12/31/1970
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JNJ (Johnson & Johnson) -17.32%
May 1974 - May 1977 		-11.53%
Apr 1972 - Apr 1977 		-2.27%
Jun 1974 - Jun 1984 		3.69%
Dec 1972 - Dec 1987
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JNJ (Johnson & Johnson) 48.22%
Jul 1984 - Jul 1987 		37.72%
Mar 1994 - Mar 1999 		23.48%
Mar 1989 - Mar 1999 		24.30%
Jun 1984 - Jun 1999
Annualized Rolling Returns Comparison Chart