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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MO (Altria Group, Inc.) 18.38% 31.00% 20.42% 16.38% 7.88% 13.57% 13.60% 16.30%
Data as of 07/23/2025, AR inception is 07/02/1985
More Performance Analytics Comparison
Name Start Date End Date
MO (Altria Group, Inc.) 07/02/1985 07/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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
Annualized Return (%) 1.55 31.00 20.42 16.38 7.88 13.57 13.60 16.30 18.38 40.76 -3.70 4.37 24.18 -10.21 7.87 -27.14 9.45 20.44 23.11 34.48 28.54 11.74 27.66 33.92 40.36 -31.33 22.22 19.87 27.71 18.34 42.82 -6.82 7.82 105.88 -54.67 22.84 23.83 27.00 59.55 5.25 -26.71 -2.94 56.51 25.77 66.93 21.20 20.24 64.57 2.63
Sharpe Ratio NA 1.19 0.95 0.66 0.28 NA NA 0.53 1.31 2.10 -0.43 0.12 1.13 -0.29 0.26 -1.19 0.53 1.29 1.23 2.43 1.95 0.82 1.67 2.28 2.04 -0.85 1.22 1.00 1.42 0.78 1.33 -0.22 0.17 2.26 -1.31 0.64 0.56 0.77 2.88 0.09 -0.80 -0.29 2.35 0.76 2.81 0.75 0.45 2.07 0.01
Standard Deviation(%) NA 19.62 18.32 20.70 22.66 NA NA 26.04 20.13 17.69 17.28 25.32 21.29 36.45 24.79 23.98 16.61 15.66 18.76 14.17 14.58 14.35 16.56 14.85 19.70 38.00 15.65 16.56 17.90 22.21 31.57 36.77 31.56 45.08 44.32 30.21 36.04 30.21 19.28 24.18 36.14 18.58 22.30 26.44 21.68 21.67 35.57 28.95 20.92
Draw Down(%) NA 10.29 14.23 25.83 53.69 NA NA 65.43 7.52 8.57 14.23 25.83 15.84 38.77 28.05 29.99 20.38 11.59 14.10 11.44 10.13 14.59 11.95 8.99 14.80 38.44 9.57 9.51 6.30 22.18 31.73 35.68 17.68 22.70 58.01 25.84 20.85 18.64 7.25 20.84 40.65 13.62 11.50 18.07 10.34 14.82 30.37 16.77 16.26
Yield(%) 0.00 8.31 8.94 9.04 6.09 12.57 15.29 6.73 3.88 9.62 8.44 7.67 8.62 6.90 6.65 4.24 3.76 4.09 4.43 5.28 5.65 5.95 6.45 7.38 8.68 5.03 4.37 4.43 5.05 5.16 6.54 5.23 3.55 8.62 3.50 3.71 1.44 1.60 2.12 1.75 1.14 0.98 1.25 1.21 1.79 1.66 1.54 1.01 0.42
Data as of 07/23/2025, AR inception is 07/02/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MO (Altria Group, Inc.) -20.33%
Feb 1997 - Feb 2000
-4.85%
Oct 2015 - Oct 2020
6.43%
Jan 2015 - Jan 2025
10.53%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MO (Altria Group, Inc.) 50.63%
May 1988 - May 1991
40.73%
Oct 1985 - Oct 1990
26.59%
Oct 1985 - Oct 1995
24.60%
Feb 2000 - Feb 2015
Annualized Rolling Returns Comparison Chart