Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OI (O-I Glass, Inc.) | -45.60% | -38.42% | -28.13% | -16.03% | -8.56% | -8.32% | -3.51% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OI (O-I Glass, Inc.) | 12/12/1991 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.86 | -38.42 | -28.13 | -16.03 | -8.56 | -8.32 | -3.51 | … | … | -45.60 | 37.82 | -37.12 | -1.15 | 37.74 | 1.09 | 0.19 | -29.70 | -22.24 | 27.34 | -0.06 | -35.46 | -24.57 | 68.22 | 9.75 | -36.87 | -6.60 | 20.27 | -44.79 | 168.29 | -12.31 | -7.11 | 90.50 | -18.45 | 45.95 | 75.65 | -77.31 | -18.16 | -19.28 | 66.76 | 56.90 | 31.82 | -11.11 | 23.75 | -16.67 | 14.29 |
| Sharpe Ratio | NA | -0.78 | -0.66 | -0.37 | -0.18 | NA | NA | … | … | -1.38 | 0.84 | -0.92 | -0.15 | 0.77 | 0.02 | 0.00 | -0.64 | -0.71 | 1.28 | -0.01 | -1.20 | -0.93 | 2.78 | 0.32 | -0.77 | -0.17 | 0.32 | -0.65 | 4.72 | -0.53 | -0.30 | 2.18 | -0.40 | 0.77 | 1.05 | -0.81 | -0.55 | -0.47 | 1.82 | 2.28 | 1.11 | -0.43 | 0.65 | -0.48 | 28.83 |
| Standard Deviation(%) | NA | 46.55 | 44.88 | 44.30 | 48.93 | NA | NA | … | … | 54.18 | 42.61 | 47.87 | 37.19 | 47.15 | 43.19 | 92.26 | 48.54 | 33.28 | 20.97 | 41.43 | 29.49 | 26.34 | 24.56 | 30.93 | 48.05 | 38.97 | 63.40 | 70.50 | 35.27 | 29.39 | 31.33 | 41.11 | 48.03 | 58.06 | 71.57 | 100.48 | 39.17 | 47.98 | 34.60 | 23.20 | 25.24 | 32.39 | 33.15 | 39.76 | 53.71 |
| Draw Down(%) | NA | 49.79 | 64.26 | 64.38 | 81.56 | NA | NA | … | … | 49.79 | 28.54 | 42.35 | 40.70 | 31.73 | 43.55 | 68.64 | 58.00 | 32.80 | 14.88 | 30.77 | 37.24 | 34.24 | 12.29 | 31.25 | 57.47 | 33.40 | 64.40 | 72.77 | 13.85 | 40.48 | 33.91 | 16.51 | 48.52 | 47.84 | 61.02 | 89.78 | 41.24 | 49.87 | 17.43 | 12.86 | 14.16 | 22.22 | 24.74 | 41.44 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.06 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 1.13 | 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 | 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 12/12/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OI (O-I Glass, Inc.) |
-56.05%
Nov 1997 – Nov 2000 |
-26.88%
Mar 1998 – Mar 2003 |
-14.69%
Mar 2010 – Mar 2020 |
-8.18%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OI (O-I Glass, Inc.) |
58.35%
Sep 2001 – Sep 2004 |
49.89%
Nov 2000 – Nov 2005 |
25.05%
Nov 2000 – Nov 2010 |
13.53%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart