Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEU (NewMarket Corporation) | 39.45% | 34.06% | 37.61% | 14.03% | 6.89% | 16.47% | 22.76% | 10.79% |
Data as of 07/16/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEU (NewMarket Corporation) | 03/17/1980 | 07/16/2025 |
| 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 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 34.06 | 37.61 | 14.03 | 6.89 | 16.47 | 22.76 | 10.79 | 39.45 | -1.45 | 79.15 | -6.70 | -11.93 | -16.48 | 20.01 | 5.52 | -4.69 | 13.09 | -4.34 | 22.24 | 29.14 | 34.14 | 62.99 | 9.05 | 233.84 | -36.40 | -4.55 | 144.02 | 22.91 | -9.01 | 236.98 | 41.09 | -36.00 | -57.09 | -37.78 | -26.83 | -19.08 | -23.23 | 28.57 | -45.00 | -8.30 | 2.23 | 19.15 | -14.55 | 27.17 | 16.89 | -1.33 | 37.61 | 70.31 | 25.49 | 72.88 | 25.53 | -13.36 | 8.50 |
| Sharpe Ratio | NA | 1.46 | 1.46 | 0.53 | 0.23 | NA | NA | 0.20 | 3.25 | -0.22 | 3.43 | -0.30 | -0.47 | -0.46 | 0.98 | 0.19 | -0.39 | 0.58 | -0.20 | 1.17 | 1.39 | 0.98 | 1.51 | 0.22 | 4.66 | -0.54 | -0.19 | 2.57 | 0.46 | -0.21 | 5.58 | 0.49 | -0.46 | -0.82 | -0.78 | -0.55 | -0.88 | -0.94 | 0.96 | -1.00 | -0.46 | -0.01 | 0.47 | -0.56 | 0.76 | 0.38 | -0.13 | 0.92 | 2.29 | 0.67 | 1.88 | 0.59 | -0.83 | 0.09 |
| Standard Deviation(%) | NA | 25.13 | 23.30 | 25.42 | 24.44 | NA | NA | 40.00 | 26.11 | 23.18 | 22.23 | 27.43 | 25.66 | 36.18 | 18.91 | 21.83 | 13.90 | 22.32 | 21.62 | 18.94 | 20.97 | 35.00 | 41.80 | 40.44 | 50.21 | 68.86 | 41.10 | 55.13 | 44.68 | 47.78 | 42.36 | 81.38 | 84.51 | 74.44 | 52.80 | 55.25 | 25.86 | 28.46 | 25.73 | 47.92 | 22.76 | 24.98 | 32.32 | 35.76 | 27.79 | 31.60 | 41.94 | 36.12 | 28.32 | 27.41 | 35.31 | 29.61 | 28.70 | 28.13 |
| Draw Down(%) | NA | 15.74 | 23.64 | 31.87 | 40.66 | NA | NA | 97.35 | 8.90 | 20.55 | 8.34 | 20.09 | 29.20 | 32.04 | 13.67 | 16.67 | 18.94 | 14.67 | 25.46 | 14.11 | 16.14 | 21.26 | 27.36 | 34.11 | 28.13 | 73.19 | 33.14 | 36.92 | 34.26 | 31.50 | 23.20 | 61.54 | 74.67 | 65.17 | 47.17 | 57.04 | 25.00 | 36.54 | 10.53 | 50.32 | 17.35 | 15.86 | 28.24 | 35.77 | 15.15 | 17.71 | 50.78 | 26.40 | 14.43 | 27.48 | 15.43 | 23.96 | 36.23 | 28.28 |
| Yield(%) | 0.00 | 1.89 | 3.19 | 2.11 | 1.74 | 6.70 | 30.12 | 21.52 | 1.08 | 1.83 | 2.74 | 2.45 | 1.99 | 1.58 | 1.80 | 1.73 | 1.63 | 1.72 | 1.44 | 1.44 | 1.40 | 1.49 | 1.90 | 1.30 | 3.01 | 1.46 | 1.00 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEU (NewMarket Corporation) |
-51.16%
Jul 1999 - Jul 2002 |
-42.02%
Sep 1997 - Sep 2002 |
-28.94%
Sep 1992 - Sep 2002 |
-20.20%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEU (NewMarket Corporation) |
92.88%
Jan 2009 - Jan 2012 |
76.73%
Sep 2002 - Sep 2007 |
57.27%
Sep 2002 - Sep 2012 |
40.91%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart