Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTIS (Otis Worldwide Corporation) | -19.18% | -25.19% | -4.51% | -1.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTIS (Otis Worldwide Corporation) | 03/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | -25.19 | -4.51 | -1.08 | NA | NA | NA | … | … | -19.18 | -3.99 | 5.17 | 16.04 | -8.76 | 30.42 | 51.62 |
| Sharpe Ratio | NA | -1.12 | -0.29 | -0.13 | NA | NA | NA | … | … | -1.68 | -0.28 | 0.08 | 0.67 | -0.38 | 1.42 | 1.72 |
| Standard Deviation(%) | NA | 23.77 | 21.33 | 22.22 | NA | NA | NA | … | … | 24.37 | 24.45 | 18.50 | 18.74 | 26.61 | 21.46 | 40.51 |
| Draw Down(%) | NA | 28.49 | 30.98 | 30.98 | NA | NA | NA | … | … | 23.87 | 18.22 | 12.34 | 16.70 | 25.94 | 13.69 | 12.00 |
| Yield(%) | 0.00 | 1.78 | 1.85 | 1.73 | 1.77 | 1.18 | 0.88 | … | … | 0.97 | 1.79 | 1.71 | 1.66 | 1.30 | 1.40 | 1.33 |
Data as of 06/04/2026, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTIS (Otis Worldwide Corporation) |
-2.08%
May 2023 – May 2026 |
-0.42%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTIS (Otis Worldwide Corporation) |
20.35%
Apr 2020 – Apr 2023 |
15.23%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart