Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAR (Marriott International, Inc.) | 24.68% | 48.40% | 30.79% | 23.07% | 20.06% | 18.33% | 13.71% | … | … |
Data as of 06/04/2026, Common starting date is 10/13/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAR (Marriott International, Inc.) | 10/13/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 48.40 | 30.79 | 23.07 | 20.06 | 18.33 | 13.71 | … | … | 24.68 | 12.31 | 24.92 | 53.06 | -9.34 | 25.26 | -12.53 | 41.49 | -19.05 | 66.24 | 25.37 | -13.02 | 60.04 | 34.43 | 29.49 | -28.92 | 53.38 | 42.84 | -42.31 | -27.90 | 43.41 | 6.98 | 37.22 | 41.61 | -18.50 | -3.16 | 34.74 | 8.84 | -7.61 | 26.05 | 45.33 | 37.06 | -2.05 | 8.97 |
| Sharpe Ratio | NA | 1.58 | 1.09 | 0.68 | 0.56 | NA | NA | … | … | 1.99 | 0.33 | 1.00 | 2.08 | -0.29 | 0.80 | -0.19 | 1.77 | -0.79 | 3.93 | 1.00 | -0.51 | 3.51 | 1.84 | 1.23 | -0.78 | 1.68 | 0.82 | -0.70 | -1.08 | 1.91 | 0.23 | 2.04 | 1.50 | -0.52 | -0.13 | 0.75 | 0.14 | -0.27 | 0.97 | 1.64 | 1.44 | -0.17 | 1.23 |
| Standard Deviation(%) | NA | 25.96 | 25.40 | 28.79 | 32.77 | NA | NA | … | … | 29.45 | 29.05 | 21.33 | 24.03 | 37.21 | 31.44 | 66.19 | 22.61 | 26.03 | 16.75 | 25.06 | 25.82 | 17.08 | 18.73 | 24.19 | 36.96 | 31.67 | 52.38 | 61.86 | 28.80 | 21.02 | 20.44 | 17.79 | 27.30 | 37.82 | 43.49 | 40.55 | 37.95 | 41.34 | 23.03 | 25.21 | 22.98 | 30.62 | 37.46 |
| Draw Down(%) | NA | 12.65 | 30.50 | 30.50 | 61.26 | NA | NA | … | … | 12.65 | 30.50 | 18.04 | 13.43 | 29.95 | 17.46 | 60.84 | 17.96 | 30.93 | 11.10 | 15.96 | 22.48 | 14.82 | 11.62 | 18.00 | 37.45 | 22.28 | 41.61 | 66.25 | 38.96 | 9.00 | 17.47 | 12.66 | 15.84 | 42.68 | 41.65 | 21.40 | 31.86 | 47.61 | 12.20 | 13.36 | 10.09 | 22.08 | 15.21 |
| Yield(%) | 0.00 | 1.05 | 1.41 | 1.32 | 2.24 | 3.67 | 2.93 | … | … | 0.45 | 0.96 | 1.09 | 1.33 | 0.61 | 0.00 | 0.32 | 1.72 | 1.17 | 1.56 | 1.76 | 1.22 | 1.57 | 1.65 | 1.63 | 0.94 | 0.75 | 0.44 | 1.03 | 0.61 | 0.72 | 0.64 | 0.71 | 0.87 | 0.69 | 0.62 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/13/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAR (Marriott International, Inc.) |
-24.80%
Feb 2006 – Feb 2009 |
-8.32%
Dec 2006 – Dec 2011 |
-1.71%
Feb 1999 – Feb 2009 |
5.87%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAR (Marriott International, Inc.) |
41.24%
Nov 1994 – Nov 1997 |
32.63%
Feb 2009 – Feb 2014 |
26.05%
Feb 2009 – Feb 2019 |
22.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart