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
LMT (Lockheed Martin Corporation) 10.31% 13.28% 7.92% 9.04% 11.12% 17.19% 13.71% … …
Data as of 06/05/2026, Common starting date is 01/03/1977
More Performance Analytics Comparison
Name Start Date End Date
LMT (Lockheed Martin Corporation) 01/03/1977 06/05/2026
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
Annualized Return (%) 0.05 13.28 7.92 9.04 11.12 17.19 13.71 … … 10.31 2.47 10.02 -4.31 40.48 3.15 -6.49 52.55 -16.35 31.77 18.37 16.18 34.79 68.11 19.52 20.70 -3.84 -7.59 -18.56 15.98 46.99 16.51 9.99 -9.91 24.69 38.99 58.03 -48.38 -13.96 7.65 15.82 8.78 6.41 20.80 25.56 33.83 -13.78 -5.45 20.00 -31.42 2.04 11.65 10.00 63.82 56.68 39.55 -2.90 76.92 30.00 60.00
Sharpe Ratio NA 0.40 0.20 0.28 0.40 NA NA … … 0.80 -0.02 0.38 -0.45 1.49 0.15 -0.16 3.11 -0.74 2.80 1.07 0.96 2.03 4.16 1.34 0.95 -0.21 -0.23 -0.50 0.57 2.71 0.93 0.52 -0.43 0.64 1.14 1.19 -1.16 -0.53 0.17 0.63 0.10 0.15 0.87 1.10 1.03 -0.60 -0.47 0.59 -0.71 -0.07 0.26 0.09 1.75 1.37 0.66 -0.21 1.67 0.42 1.31
Standard Deviation(%) NA 26.85 22.81 23.01 23.81 NA NA … … 29.04 26.85 17.02 17.99 26.33 20.25 41.39 16.42 24.05 11.15 16.89 16.78 17.13 16.38 14.70 21.71 18.47 33.78 39.24 22.62 16.17 15.27 17.44 24.98 36.77 32.59 45.11 44.67 32.67 22.76 19.05 50.33 22.83 21.34 20.73 28.88 31.92 24.32 25.60 50.09 33.49 24.13 32.80 32.66 35.46 43.88 55.18 41.51 58.45 43.07
Draw Down(%) NA 25.15 31.79 31.79 36.67 NA NA … … 25.15 17.71 21.47 19.69 16.94 16.60 36.67 6.63 30.33 4.53 12.91 9.02 7.80 9.75 10.80 18.42 20.08 31.44 43.16 11.38 9.41 9.18 14.68 29.94 30.86 12.93 23.52 61.01 28.79 17.91 10.73 37.52 15.82 11.93 11.60 20.58 40.36 31.83 15.26 45.19 27.16 22.20 26.84 18.75 18.03 33.24 50.26 28.87 52.23 26.85
Yield(%) 0.65 2.86 2.87 3.16 4.39 11.38 9.80 … … 1.39 2.77 2.80 2.54 3.22 3.08 2.45 3.40 2.57 2.95 3.18 3.18 4.67 5.12 5.06 4.65 3.44 2.74 1.74 1.60 1.97 1.94 1.79 0.97 0.95 1.29 2.17 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 06/05/2026, Common starting date is 01/03/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMT (Lockheed Martin Corporation) -26.69%
Feb 1997 – Feb 2000 		-14.79%
Feb 1995 – Feb 2000 		-1.00%
Oct 1989 – Oct 1999 		-2.45%
Feb 1985 – Feb 2000
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMT (Lockheed Martin Corporation) 72.48%
Jun 1980 – Jun 1983 		46.97%
Jan 1978 – Jan 1983 		32.49%
Mar 1977 – Mar 1987 		20.67%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return