Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDLZ (Mondelez International, Inc.) | 16.25% | -3.41% | -3.16% | 2.09% | 5.67% | 15.06% | 12.84% | … | … |
Data as of 06/05/2026, Common starting date is 06/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLZ (Mondelez International, Inc.) | 06/13/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | -3.41 | -3.16 | 2.09 | 5.67 | 15.06 | 12.84 | … | … | 16.25 | -7.03 | -15.30 | 11.17 | 2.92 | 15.88 | 8.58 | 40.42 | -4.27 | -1.58 | 0.57 | 25.38 | 4.60 | 41.72 | 120.88 | 24.82 | 22.88 | 8.59 | -12.85 | -4.13 | 32.58 | -17.43 | 14.57 | -14.45 | 16.91 | 9.54 |
| Sharpe Ratio | NA | -0.41 | -0.36 | -0.03 | 0.19 | NA | NA | … | … | 1.51 | -0.45 | -1.12 | 0.43 | 0.07 | 1.01 | 0.24 | 2.54 | -0.30 | -0.13 | 0.01 | 1.18 | 0.26 | 2.03 | 1.66 | 1.55 | 1.33 | 0.32 | -0.44 | -0.34 | 1.77 | -1.37 | 0.84 | -0.57 | 0.57 | 0.79 |
| Standard Deviation(%) | NA | 22.08 | 20.25 | 19.50 | 21.02 | NA | NA | … | … | 24.60 | 22.26 | 16.96 | 17.68 | 20.77 | 15.72 | 34.00 | 15.33 | 18.93 | 16.63 | 26.89 | 21.41 | 17.46 | 20.52 | 73.56 | 16.02 | 17.12 | 26.79 | 31.14 | 21.31 | 16.51 | 14.34 | 16.09 | 26.52 | 27.68 | 21.00 |
| Draw Down(%) | NA | 25.93 | 29.00 | 29.14 | 29.74 | NA | NA | … | … | 13.17 | 23.36 | 21.43 | 21.21 | 18.34 | 10.44 | 29.74 | 8.24 | 17.65 | 15.90 | 18.96 | 12.47 | 16.39 | 11.05 | 10.51 | 8.72 | 9.10 | 28.99 | 27.94 | 14.88 | 8.64 | 18.71 | 12.82 | 31.15 | 20.17 | 9.59 |
| Yield(%) | 0.00 | 2.97 | 2.45 | 2.62 | 2.94 | 9.39 | 8.54 | … | … | 0.93 | 3.26 | 2.42 | 2.45 | 2.23 | 2.30 | 2.21 | 2.73 | 2.26 | 1.83 | 1.64 | 1.74 | 1.67 | 2.51 | 62.21 | 5.60 | 6.46 | 6.48 | 5.34 | 4.46 | 5.23 | 3.81 | 3.67 | 2.57 | 2.46 | 0.64 |
Data as of 06/05/2026, Common starting date is 06/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLZ (Mondelez International, Inc.) |
-7.30%
Oct 2002 – Oct 2005 |
-3.26%
Feb 2004 – Feb 2009 |
3.60%
May 2002 – May 2012 |
12.23%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLZ (Mondelez International, Inc.) |
57.50%
Dec 2010 – Dec 2013 |
43.34%
Mar 2009 – Mar 2014 |
25.37%
Mar 2009 – Mar 2019 |
20.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart