Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWL (Newell Brands Inc.) | 9.16% | -20.77% | -19.44% | -29.38% | -18.72% | -4.98% | -5.80% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWL (Newell Brands Inc.) | 03/17/1980 | 06/04/2026 |
| 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 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.02 | -20.77 | -19.44 | -29.38 | -18.72 | -4.98 | -5.80 | … | … | 9.16 | -60.51 | 18.96 | -30.93 | -37.02 | 6.76 | 16.90 | 9.44 | -37.52 | -29.36 | 2.98 | 17.87 | 19.94 | 48.92 | 41.00 | -9.51 | 22.69 | 58.04 | -60.27 | -7.94 | 25.66 | 1.93 | 10.16 | -22.39 | 12.94 | 25.20 | -18.84 | -29.70 | -2.94 | 34.92 | 21.74 | 23.21 | 4.02 | -0.92 | -10.93 | 84.85 | 11.86 | 56.64 | 100.89 | 4.17 | 22.03 | 41.60 | 1.63 | 0.00 | 112.07 | 23.40 | 38.24 |
| Sharpe Ratio | NA | -0.59 | -0.43 | -0.64 | -0.44 | NA | NA | … | … | -0.31 | -0.90 | 0.24 | -0.75 | -0.92 | 0.22 | 0.29 | 0.18 | -0.80 | -0.76 | 0.10 | 0.75 | 1.05 | 2.72 | 1.81 | -0.24 | 0.84 | 1.07 | -0.96 | -0.46 | 1.10 | -0.02 | 0.42 | -0.73 | 0.36 | 0.83 | -0.50 | -0.75 | -0.19 | 1.13 | 0.76 | 0.75 | 0.04 | -0.11 | -0.44 | 2.61 | 0.15 | 1.97 | 3.69 | 0.00 | 0.49 | 1.36 | -0.17 | -0.19 | 2.81 | 0.39 | 1.05 |
| Standard Deviation(%) | NA | 59.33 | 61.28 | 53.43 | 48.99 | NA | NA | … | … | 48.71 | 70.60 | 62.71 | 46.37 | 41.70 | 30.36 | 56.87 | 43.46 | 48.70 | 39.54 | 27.16 | 23.84 | 18.96 | 17.99 | 22.87 | 39.86 | 26.79 | 54.25 | 63.86 | 24.25 | 20.26 | 19.93 | 21.90 | 31.87 | 32.39 | 27.85 | 45.96 | 44.31 | 34.15 | 27.62 | 23.48 | 25.49 | 23.22 | 27.73 | 30.43 | 30.82 | 40.97 | 25.77 | 25.85 | 40.12 | 35.66 | 26.58 | 31.19 | 32.80 | 36.82 | 32.88 | 40.27 |
| Draw Down(%) | NA | 51.33 | 72.28 | 87.02 | 91.85 | NA | NA | … | … | 31.34 | 69.76 | 34.90 | 58.55 | 50.10 | 27.94 | 47.84 | 36.46 | 50.90 | 48.76 | 23.41 | 12.88 | 11.68 | 10.39 | 12.79 | 44.16 | 19.12 | 56.23 | 61.77 | 23.05 | 13.51 | 14.28 | 25.55 | 30.95 | 23.54 | 26.18 | 38.78 | 49.52 | 30.54 | 18.79 | 11.72 | 12.75 | 14.14 | 26.76 | 37.50 | 14.79 | 45.79 | 17.50 | 11.11 | 48.24 | 33.33 | 20.39 | 24.82 | 40.76 | 21.09 | 24.67 | 14.29 |
| Yield(%) | 1.96 | 5.29 | 3.24 | 1.78 | 1.46 | 4.61 | 2.47 | … | … | 3.76 | 2.81 | 3.20 | 3.27 | 4.16 | 4.24 | 4.82 | 4.93 | 2.91 | 1.96 | 1.75 | 2.01 | 2.05 | 2.65 | 2.65 | 1.59 | 1.32 | 2.42 | 3.32 | 2.87 | 3.52 | 3.50 | 3.71 | 2.67 | 3.08 | 3.59 | 3.03 | 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 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWL (Newell Brands Inc.) |
-38.32%
Apr 2022 – Apr 2025 |
-31.28%
May 2021 – May 2026 |
-19.64%
May 2016 – May 2026 |
-7.66%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWL (Newell Brands Inc.) |
70.21%
May 1980 – May 1983 |
51.10%
Jun 1985 – Jun 1990 |
38.32%
May 1980 – May 1990 |
29.95%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart