Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KMB (Kimberly-Clark Corporation) | -0.89% | -8.29% | 2.51% | 1.28% | 4.66% | 8.51% | 7.29% | 11.06% |
Data as of 07/18/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMB (Kimberly-Clark Corporation) | 03/17/1980 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | -8.29 | 2.51 | 1.28 | 4.66 | 8.51 | 7.29 | 11.06 | -0.89 | 11.79 | -7.08 | -1.58 | 9.66 | 0.95 | 24.57 | -2.06 | 9.04 | -7.69 | 13.76 | 14.00 | 27.93 | 19.11 | 21.63 | 3.22 | 26.15 | -21.02 | 5.23 | 17.54 | -6.73 | 16.06 | 27.84 | -19.00 | -13.89 | 10.06 | 20.07 | 10.52 | 3.54 | 15.11 | 64.27 | -2.89 | -12.08 | 16.40 | 20.68 | 14.29 | 26.18 | 16.50 | 25.20 | 19.22 | 40.68 | 3.53 | 24.53 | 12.36 | 23.47 | 27.54 |
| Sharpe Ratio | NA | -0.58 | -0.05 | -0.06 | 0.16 | NA | NA | 0.36 | -0.23 | 0.45 | -0.71 | -0.14 | 0.57 | 0.02 | 1.17 | -0.14 | 0.60 | -0.50 | 0.76 | 1.03 | 1.70 | 1.72 | 1.47 | 0.23 | 1.23 | -0.71 | 0.14 | 1.15 | -0.63 | 0.90 | 1.77 | -0.80 | -0.56 | 0.14 | 0.52 | 0.21 | 0.00 | 0.60 | 2.69 | -0.29 | -0.66 | 0.59 | 0.75 | 0.40 | 1.24 | 0.41 | 0.45 | 0.62 | 2.11 | -0.19 | 0.90 | 0.21 | 0.67 | 1.19 |
| Standard Deviation(%) | NA | 19.82 | 17.82 | 18.61 | 20.27 | NA | NA | 22.63 | 20.74 | 18.07 | 15.18 | 21.84 | 16.92 | 31.20 | 19.66 | 24.17 | 14.11 | 15.91 | 18.03 | 13.58 | 16.39 | 11.17 | 14.73 | 13.52 | 21.18 | 30.94 | 15.01 | 12.29 | 14.20 | 16.67 | 15.30 | 25.17 | 29.55 | 41.12 | 32.24 | 32.97 | 30.26 | 18.93 | 22.44 | 20.64 | 21.35 | 23.54 | 22.22 | 21.75 | 16.34 | 27.90 | 45.92 | 23.83 | 16.68 | 18.91 | 20.12 | 21.11 | 19.21 | 23.25 |
| Draw Down(%) | NA | 14.68 | 19.50 | 25.59 | 25.59 | NA | NA | 36.99 | 13.20 | 10.63 | 18.70 | 22.23 | 9.09 | 23.67 | 9.12 | 19.47 | 17.34 | 18.11 | 12.12 | 9.08 | 12.05 | 6.19 | 7.85 | 8.49 | 18.03 | 24.19 | 7.95 | 7.73 | 16.13 | 12.84 | 12.71 | 29.63 | 26.58 | 32.65 | 18.80 | 36.59 | 20.67 | 15.56 | 7.58 | 20.83 | 26.98 | 15.58 | 16.67 | 17.53 | 8.82 | 16.54 | 36.51 | 15.43 | 6.89 | 14.17 | 14.47 | 13.35 | 22.89 | 12.05 |
| Yield(%) | 0.00 | 3.44 | 3.64 | 3.29 | 3.81 | 6.43 | 5.72 | 67.95 | 1.93 | 3.99 | 3.44 | 3.26 | 3.42 | 3.15 | 3.69 | 3.36 | 3.39 | 2.91 | 3.05 | 3.27 | 3.75 | 4.04 | 4.47 | 4.11 | 4.47 | 3.37 | 3.10 | 3.30 | 2.79 | 4.55 | 2.87 | 2.02 | 1.62 | 1.69 | 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 07/18/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMB (Kimberly-Clark Corporation) |
-8.44%
Dec 1999 - Dec 2002 |
-2.90%
Feb 2004 - Feb 2009 |
0.45%
Apr 1999 - Apr 2009 |
4.77%
Feb 1997 - Feb 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMB (Kimberly-Clark Corporation) |
39.71%
Jun 1984 - Jun 1987 |
31.17%
Sep 1982 - Sep 1987 |
22.78%
Jun 1982 - Jun 1992 |
19.26%
Feb 1982 - Feb 1997 |
Annualized Rolling Returns Comparison Chart