Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NKE (NIKE, Inc.) | 2.14% | 3.71% | -8.43% | -4.02% | 4.69% | 13.19% | 14.50% | 17.97% |
Data as of 07/03/2025, AR inception is 12/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NKE (NIKE, Inc.) | 12/02/1980 | 07/03/2025 |
| 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 (%) | 22.15 | 3.71 | -8.43 | -4.02 | 4.69 | 13.19 | 14.50 | 17.97 | 2.14 | -29.11 | -6.01 | -29.05 | 18.70 | 40.97 | 38.09 | 19.87 | 24.70 | -17.48 | 32.79 | 26.03 | 56.63 | 13.58 | 19.66 | 37.16 | 39.91 | -15.47 | 38.96 | 28.52 | 5.71 | 44.53 | 67.93 | -14.17 | 7.83 | 23.82 | 22.19 | 3.84 | -34.90 | 72.35 | 86.60 | 61.35 | -44.28 | 14.68 | 79.81 | 51.17 | 100.94 | 35.90 | 65.96 | -16.81 | 79.36 | -45.69 | -35.73 | 59.73 | 34.52 | -8.70 |
| Sharpe Ratio | NA | 0.01 | -0.29 | -0.17 | 0.10 | NA | NA | 0.43 | 0.03 | -0.98 | -0.36 | -0.72 | 0.68 | 0.98 | 1.76 | 0.64 | 1.11 | -0.79 | 1.46 | 1.25 | 2.83 | 0.58 | 0.64 | 1.62 | 1.12 | -0.33 | 1.63 | 1.55 | 0.17 | 2.32 | 2.62 | -0.43 | 0.13 | 0.34 | 0.40 | 0.01 | -1.04 | 2.14 | 3.38 | 2.21 | -1.32 | 0.41 | 1.95 | 1.02 | 2.75 | 0.84 | 1.18 | -0.50 | 2.08 | -1.45 | -0.98 | 1.59 | 0.62 | -1.37 |
| Standard Deviation(%) | NA | 39.83 | 36.83 | 34.49 | 31.54 | NA | NA | 34.43 | 49.49 | 33.51 | 27.34 | 42.37 | 27.42 | 41.45 | 20.76 | 29.14 | 21.69 | 22.42 | 22.47 | 20.86 | 19.97 | 23.44 | 30.68 | 22.87 | 35.63 | 49.42 | 22.13 | 16.24 | 20.72 | 18.73 | 25.61 | 35.32 | 42.34 | 57.35 | 47.13 | 43.81 | 36.99 | 31.75 | 24.42 | 26.42 | 35.04 | 29.75 | 38.76 | 44.53 | 34.57 | 36.54 | 52.11 | 42.31 | 35.55 | 36.38 | 42.91 | 32.38 | 38.33 | 58.68 |
| Draw Down(%) | NA | 39.83 | 57.40 | 68.54 | 68.54 | NA | NA | 75.17 | 34.48 | 34.03 | 30.29 | 49.75 | 16.32 | 39.78 | 13.28 | 20.83 | 15.19 | 22.90 | 11.32 | 11.06 | 8.43 | 22.24 | 16.10 | 12.83 | 26.09 | 36.84 | 11.10 | 10.18 | 14.52 | 15.41 | 12.70 | 35.94 | 38.56 | 49.70 | 38.65 | 39.23 | 48.93 | 17.26 | 8.20 | 11.72 | 50.57 | 28.01 | 31.99 | 44.68 | 29.96 | 27.57 | 38.78 | 47.20 | 15.00 | 58.02 | 37.30 | 18.51 | 25.25 | 22.58 |
| Yield(%) | 0.00 | 2.09 | 1.39 | 1.32 | 2.00 | 6.75 | 10.31 | 324.65 | 1.09 | 1.42 | 1.17 | 0.76 | 0.81 | 0.99 | 1.22 | 1.29 | 1.42 | 1.33 | 2.44 | 3.17 | 3.36 | 6.20 | 5.99 | 6.86 | 7.69 | 5.94 | 7.95 | 12.10 | 9.35 | 10.06 | 10.76 | 7.03 | 5.43 | 7.98 | 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 07/03/2025, AR inception is 12/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKE (NIKE, Inc.) |
-26.59%
Feb 1997 - Feb 2000 |
-9.73%
Nov 1982 - Nov 1987 |
2.63%
Apr 2015 - Apr 2025 |
10.08%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKE (NIKE, Inc.) |
84.29%
Sep 1986 - Sep 1989 |
65.24%
Dec 1986 - Dec 1991 |
46.60%
Sep 1986 - Sep 1996 |
32.11%
Oct 1984 - Oct 1999 |
Annualized Rolling Returns Comparison Chart