Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDP (Keurig Dr Pepper Inc.) | 9.16% | -5.28% | 1.53% | -1.51% | 9.92% | 13.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDP (Keurig Dr Pepper Inc.) | 05/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | -5.28 | 1.53 | -1.51 | 9.92 | 13.71 | NA | … | … | 9.16 | -10.14 | -1.05 | -4.24 | -1.23 | 17.49 | 13.03 | 16.02 | 65.97 | 9.74 | -0.42 | 33.20 | 51.18 | 14.00 | 15.52 | 15.85 | 27.31 | 75.08 | -36.27 |
| Sharpe Ratio | NA | -0.35 | -0.08 | -0.19 | 0.35 | NA | NA | … | … | 0.83 | -0.48 | -0.27 | -0.44 | -0.13 | 1.00 | 0.34 | 0.65 | 2.17 | 0.65 | -0.04 | 1.82 | 2.98 | 0.88 | 1.00 | 0.67 | 1.03 | 1.94 | -1.03 |
| Standard Deviation(%) | NA | 28.00 | 22.33 | 21.22 | 23.59 | NA | NA | … | … | 25.56 | 26.97 | 17.31 | 18.12 | 21.16 | 17.53 | 37.77 | 22.49 | 29.87 | 13.99 | 17.64 | 18.25 | 17.15 | 15.84 | 15.62 | 23.46 | 26.54 | 38.72 | 49.17 |
| Draw Down(%) | NA | 27.48 | 30.99 | 31.20 | 36.87 | NA | NA | … | … | 17.71 | 28.01 | 17.30 | 21.58 | 12.17 | 10.73 | 33.56 | 13.07 | 13.60 | 13.49 | 15.88 | 9.88 | 6.00 | 12.42 | 6.17 | 18.22 | 14.89 | 30.93 | 48.04 |
| Yield(%) | 0.00 | 2.80 | 2.84 | 2.28 | 12.38 | 20.33 | 24.21 | … | … | 1.66 | 2.90 | 2.62 | 2.29 | 2.08 | 2.14 | 2.09 | 2.97 | 109.67 | 2.55 | 2.30 | 2.68 | 3.44 | 3.33 | 3.55 | 3.42 | 3.09 | 0.91 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDP (Keurig Dr Pepper Inc.) |
-8.82%
Oct 2022 – Oct 2025 |
-2.71%
Mar 2021 – Mar 2026 |
8.71%
Jan 2016 – Jan 2026 |
13.28%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDP (Keurig Dr Pepper Inc.) |
42.25%
Feb 2009 – Feb 2012 |
33.29%
Feb 2009 – Feb 2014 |
30.36%
Feb 2009 – Feb 2019 |
21.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart