Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAG (Penske Automotive Group, Inc.) | 15.44% | 20.48% | 18.65% | 39.55% | 15.25% | 21.89% | 14.98% | 10.16% |
Data as of 06/26/2025, AR inception is 10/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAG (Penske Automotive Group, Inc.) | 10/23/1996 | 06/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 20.48 | 18.65 | 39.55 | 15.25 | 21.89 | 14.98 | 10.16 | 15.44 | -2.54 | 42.29 | 9.22 | 84.36 | 20.12 | 28.95 | -13.22 | -4.55 | 26.16 | -12.12 | 5.86 | 59.49 | 59.14 | 11.87 | 14.76 | 97.66 | -54.75 | -24.88 | 24.98 | 30.91 | -4.06 | 151.99 | -51.69 | 285.94 | -25.17 | -2.72 | -49.83 | -28.88 | -26.16 |
| Sharpe Ratio | NA | 0.55 | 0.57 | 1.05 | 0.39 | NA | NA | 0.18 | 1.08 | -0.25 | 1.26 | 0.19 | 2.20 | 0.30 | 1.02 | -0.57 | -0.21 | 0.67 | -0.43 | 0.20 | 2.04 | 1.93 | 0.25 | 0.37 | 1.21 | -0.75 | -0.91 | 1.00 | 0.96 | -0.16 | 3.50 | -0.81 | 4.21 | -0.65 | -0.10 | -0.67 | -0.59 | -1.83 |
| Standard Deviation(%) | NA | 28.19 | 30.49 | 34.40 | 36.71 | NA | NA | 46.71 | 30.95 | 24.37 | 30.84 | 41.17 | 38.27 | 65.91 | 26.87 | 25.63 | 25.47 | 38.88 | 28.04 | 28.82 | 29.16 | 30.97 | 47.97 | 39.16 | 80.63 | 73.76 | 30.95 | 21.75 | 29.98 | 31.62 | 43.21 | 65.45 | 69.41 | 45.12 | 63.65 | 79.86 | 55.34 | 45.77 |
| Draw Down(%) | NA | 19.59 | 22.62 | 22.62 | 59.98 | NA | NA | 83.33 | 19.59 | 14.17 | 20.42 | 22.62 | 21.13 | 59.64 | 12.59 | 27.09 | 27.02 | 29.24 | 22.17 | 26.37 | 15.71 | 22.92 | 36.86 | 36.98 | 47.33 | 76.41 | 27.65 | 11.63 | 14.87 | 28.17 | 27.08 | 63.35 | 50.46 | 40.96 | 40.38 | 66.27 | 55.38 | 38.35 |
| Yield(%) | 0.00 | 3.20 | 3.13 | 7.47 | 3.74 | 12.30 | 7.60 | 4.95 | 1.65 | 2.55 | 2.45 | 1.97 | 3.10 | 1.68 | 3.85 | 2.97 | 2.98 | 2.70 | 1.92 | 1.67 | 2.03 | 2.35 | 1.40 | 0.00 | 0.00 | 2.07 | 1.27 | 1.41 | 1.55 | 1.34 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 10/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAG (Penske Automotive Group, Inc.) |
-34.91%
Feb 2006 - Feb 2009 |
-15.45%
Feb 2004 - Feb 2009 |
2.10%
Nov 1998 - Nov 2008 |
3.40%
Dec 1996 - Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAG (Penske Automotive Group, Inc.) |
74.73%
Mar 2020 - Mar 2023 |
51.78%
Feb 2009 - Feb 2014 |
25.18%
Feb 2009 - Feb 2019 |
27.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart