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
LLY (Eli Lilly and Company) 5.06% 47.97% 37.29% 42.32% 33.35% 28.50% 20.10% … …
Data as of 06/04/2026, Common starting date is 06/01/1972
More Performance Analytics Comparison
Name Start Date End Date
LLY (Eli Lilly and Company) 06/01/1972 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
Annualized Return (%) -0.14 47.97 37.29 42.32 33.35 28.50 20.10 … … 5.06 40.25 33.30 60.91 34.26 66.08 31.04 16.12 40.45 17.83 -9.79 25.37 39.75 7.24 24.21 25.21 3.71 -6.19 -21.28 5.65 -5.16 2.52 -17.55 13.14 -17.56 -14.42 41.93 -25.18 27.65 90.75 29.78 71.43 10.53 -2.26 -27.25 13.99 6.93 60.23 9.62 5.05 33.18 68.94 14.04 0.65 2.68 -11.98 6.71 24.87 26.07 -20.47 -7.75 -24.08 -8.11 -7.06 22.97
Sharpe Ratio NA 1.35 0.99 1.21 1.05 NA NA … … 0.13 0.92 0.98 2.05 1.22 2.12 0.73 0.71 1.74 1.15 -0.41 0.94 2.29 0.42 1.39 1.30 0.23 -0.23 -0.52 0.14 -0.56 0.01 -0.84 0.45 -0.53 -0.67 0.71 -0.70 0.66 2.44 0.83 3.23 0.27 -0.16 -1.45 0.43 0.05 2.36 0.23 0.02 0.94 3.73 0.39 -0.28 -0.17 -1.21 -0.07 0.90 0.91 -1.17 -0.42 -0.99 -0.41 -0.43 2.30
Standard Deviation(%) NA 38.04 35.55 32.61 29.94 NA NA … … 40.85 40.71 30.16 28.28 27.14 31.23 41.80 20.76 22.54 14.97 24.38 26.93 17.33 16.95 17.51 19.31 15.93 26.89 42.35 18.59 15.36 18.54 22.19 27.75 35.29 25.72 53.37 40.53 36.59 35.45 31.31 20.91 27.64 27.37 20.31 23.40 26.89 23.00 20.07 44.66 30.48 17.02 17.99 19.94 29.41 18.51 24.47 19.26 22.82 20.83 27.03 28.36 33.40 28.36 17.36
Draw Down(%) NA 23.64 34.48 34.48 34.48 NA NA … … 23.05 32.57 24.13 14.82 14.68 18.74 22.49 18.04 15.29 10.17 19.53 14.45 7.04 16.86 13.83 12.28 11.42 31.34 45.41 17.08 13.69 16.98 33.16 20.56 40.04 21.73 37.72 36.88 19.03 17.22 19.11 10.29 22.76 28.92 32.42 15.85 26.46 9.47 16.47 40.74 21.67 8.65 18.18 17.00 28.46 31.68 24.07 12.42 21.63 30.97 27.29 35.70 31.51 23.47 10.47
Yield(%) 0.00 0.84 1.27 2.46 5.06 8.58 5.56 … … 0.32 0.77 0.88 1.24 1.44 2.05 2.24 2.25 2.66 2.79 3.08 2.85 3.86 3.96 4.69 5.60 5.47 4.83 3.58 3.25 2.79 2.70 1.99 2.05 1.58 1.22 1.59 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 06/04/2026, Common starting date is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LLY (Eli Lilly and Company) -21.48%
May 1974 – May 1977 		-14.66%
Oct 1972 – Oct 1977 		-8.92%
Feb 1999 – Feb 2009 		-0.74%
Nov 1998 – Nov 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LLY (Eli Lilly and Company) 66.88%
Jul 1994 – Jul 1997 		55.54%
Aug 2019 – Aug 2024 		33.87%
Aug 2014 – Aug 2024 		29.15%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return