Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MO (Altria Group, Inc.) | 18.52% | 29.36% | 20.47% | 16.10% | 7.87% | 13.62% | 13.60% | 16.30% |
Data as of 07/25/2025, AR inception is 07/02/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MO (Altria Group, Inc.) | 07/02/1985 | 07/25/2025 |
| 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 (%) | 3.14 | 29.36 | 20.47 | 16.10 | 7.87 | 13.62 | 13.60 | 16.30 | 18.52 | 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 | 1.33 | 0.94 | 0.68 | 0.29 | NA | NA | 0.54 | 1.63 | 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 | 19.67 | 18.27 | 20.69 | 22.66 | NA | NA | 26.04 | 19.90 | 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 | 8.19 | 8.94 | 8.92 | 6.08 | 12.64 | 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 07/25/2025, 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