Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NSC (Norfolk Southern Corporation) 9.52% 29.30% 16.01% 4.85% 16.42% 12.93% 11.91% … …
Data as of 06/05/2026, Common starting date is 06/02/1982
More Performance Analytics Comparison
Name Start Date End Date
NSC (Norfolk Southern Corporation) 06/02/1982 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 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982
Annualized Return (%) 2.78 29.30 16.01 4.85 16.42 12.93 11.91 … … 9.52 25.65 1.55 -1.63 -15.59 27.26 24.76 32.39 5.22 35.48 31.48 -20.35 20.75 54.16 -12.75 18.76 22.84 15.20 -4.83 2.20 13.74 25.53 55.13 20.12 10.41 39.56 -31.83 -33.45 6.58 6.61 13.89 34.90 -11.45 18.52 6.31 46.96 7.24 34.22 24.94 -2.89 8.33 45.77 -1.65 21.11 31.27
Sharpe Ratio NA 1.20 0.51 0.05 0.52 NA NA … … 0.59 1.01 -0.08 -0.24 -0.59 1.24 0.51 1.30 0.14 1.76 1.18 -0.76 0.96 2.73 -0.53 0.64 0.84 0.33 -0.11 -0.03 0.32 0.90 2.33 0.74 0.20 0.78 -0.81 -1.09 0.10 0.11 0.55 1.52 -0.85 0.87 0.16 1.98 0.07 1.21 0.71 -0.16 0.18 2.78 -0.43 0.68 1.81
Standard Deviation(%) NA 19.62 24.26 24.97 27.51 NA NA … … 24.25 22.66 27.13 22.58 29.16 22.03 47.91 23.80 26.85 19.91 26.47 26.89 21.51 19.85 24.45 29.16 27.05 45.27 50.70 29.00 32.54 25.81 23.24 26.14 46.44 48.64 44.27 33.64 31.76 27.39 18.55 20.38 17.07 18.81 23.35 21.67 23.78 23.40 28.01 43.94 22.26 14.51 20.09 21.75 28.84
Draw Down(%) NA 12.47 25.11 35.64 44.42 NA NA … … 12.47 20.15 19.76 26.80 30.21 17.25 44.42 18.83 24.77 10.51 21.27 33.94 13.58 12.32 25.98 21.59 16.94 45.50 40.90 16.17 28.82 21.54 13.85 16.54 31.95 39.87 42.90 44.60 30.67 21.20 10.09 6.75 18.29 8.83 19.76 16.57 21.73 14.89 15.60 42.76 22.25 8.30 20.73 12.37 17.82
Yield(%) 0.00 2.19 2.52 1.90 5.05 5.04 5.75 … … 0.94 2.30 2.29 2.18 1.70 1.78 1.91 2.41 2.07 2.28 2.88 2.70 2.43 3.22 2.63 2.60 2.66 2.77 2.47 1.95 1.57 1.35 1.50 1.46 1.40 1.75 3.98 2.53 2.64 2.33 2.80 3.37 2.78 2.98 3.08 3.91 3.64 4.43 4.69 2.12 4.19 5.82 5.10 5.27 3.27
Data as of 06/05/2026, Common starting date is 06/02/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSC (Norfolk Southern Corporation) -22.64%
Sep 1997 – Sep 2000 		-10.85%
Mar 1998 – Mar 2003 		0.51%
Sep 1993 – Sep 2003 		4.48%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSC (Norfolk Southern Corporation) 44.82%
Mar 2003 – Mar 2006 		33.09%
Aug 2003 – Aug 2008 		21.88%
Apr 2009 – Apr 2019 		18.97%
Sep 2003 – Sep 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return