Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MA (Mastercard Incorporated) | -15.34% | -17.04% | 9.79% | 6.27% | 18.12% | 21.85% | 26.43% | … | … |
Data as of 06/04/2026, Common starting date is 05/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MA (Mastercard Incorporated) | 05/25/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | -17.04 | 9.79 | 6.27 | 18.12 | 21.85 | 26.43 | … | … | -15.34 | 9.04 | 24.17 | 23.40 | -2.66 | 1.16 | 20.17 | 59.16 | 25.32 | 47.68 | 6.91 | 13.80 | 3.73 | 70.67 | 32.93 | 66.72 | -12.22 | 79.73 | -33.39 | 119.40 | 114.37 |
| Sharpe Ratio | NA | -0.76 | 0.36 | 0.19 | 0.62 | NA | NA | … | … | -1.28 | 0.27 | 1.29 | 1.16 | -0.13 | 0.04 | 0.41 | 2.70 | 0.85 | 3.33 | 0.32 | 0.66 | 0.15 | 3.91 | 1.48 | 1.76 | -0.36 | 1.84 | -0.56 | 2.59 | 6.20 |
| Standard Deviation(%) | NA | 21.91 | 19.84 | 23.95 | 26.86 | NA | NA | … | … | 24.81 | 22.82 | 15.89 | 17.19 | 32.33 | 28.52 | 48.65 | 21.38 | 28.38 | 14.21 | 20.86 | 20.84 | 24.23 | 18.08 | 22.47 | 37.95 | 34.43 | 43.38 | 61.59 | 45.21 | 40.88 |
| Draw Down(%) | NA | 18.92 | 18.92 | 28.25 | 41.00 | NA | NA | … | … | 16.43 | 16.73 | 11.83 | 12.59 | 28.25 | 22.40 | 41.00 | 10.58 | 21.86 | 6.98 | 16.99 | 11.78 | 18.46 | 7.33 | 14.38 | 13.74 | 28.10 | 26.37 | 62.10 | 23.96 | 11.93 |
| Yield(%) | 0.00 | 0.56 | 0.77 | 0.69 | 1.92 | 5.08 | 21.34 | … | … | 0.31 | 0.58 | 0.63 | 0.66 | 0.53 | 0.50 | 0.53 | 0.70 | 0.66 | 0.83 | 0.80 | 0.75 | 0.53 | 0.41 | 1.10 | 0.27 | 0.23 | 0.40 | 0.28 | 0.56 | 0.20 |
Data as of 06/04/2026, Common starting date is 05/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MA (Mastercard Incorporated) |
-2.10%
May 2008 – May 2011 |
6.27%
Apr 2021 – Apr 2026 |
18.43%
Dec 2013 – Dec 2023 |
18.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MA (Mastercard Incorporated) |
62.33%
Jul 2006 – Jul 2009 |
46.37%
Jul 2006 – Jul 2011 |
36.09%
Jul 2006 – Jul 2016 |
35.07%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart