Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAYX (Paychex, Inc.) | -9.25% | -35.00% | -0.55% | 2.43% | 9.44% | 11.84% | 8.50% | … | … |
Data as of 06/04/2026, Common starting date is 08/26/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAYX (Paychex, Inc.) | 08/26/1983 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.16 | -35.00 | -0.55 | 2.43 | 9.44 | 11.84 | 8.50 | … | … | -9.25 | -17.49 | 21.31 | 6.21 | -13.16 | 50.16 | 13.25 | 34.53 | -1.08 | 15.41 | 18.98 | 18.40 | 4.96 | 48.92 | 9.67 | 1.43 | 5.36 | 22.11 | -24.62 | -6.02 | 5.65 | 13.71 | -7.05 | 35.28 | -18.78 | -27.59 | 22.40 | 16.65 | 52.41 | -1.58 | 54.70 | 23.15 | 15.71 | 48.94 | 1.44 | 89.12 | -5.77 | 11.43 | 6.06 | -29.03 | 83.55 | 102.67 | -21.87 | 0.00 |
| Sharpe Ratio | NA | -1.47 | -0.16 | -0.01 | 0.30 | NA | NA | … | … | -0.95 | -0.84 | 0.96 | 0.12 | -0.51 | 2.64 | 0.27 | 2.05 | -0.12 | 1.01 | 1.04 | 1.06 | 0.34 | 3.46 | 0.65 | 0.06 | 0.27 | 0.70 | -0.65 | -0.43 | 0.12 | 0.50 | -0.35 | 1.16 | -0.42 | -0.62 | 0.25 | 0.26 | 0.99 | -0.09 | 1.33 | 0.37 | 0.43 | 1.70 | -0.02 | 2.05 | -0.22 | 0.17 | 0.03 | -0.60 | 1.99 | 2.56 | -0.67 | -0.18 |
| Standard Deviation(%) | NA | 26.15 | 22.81 | 23.63 | 25.30 | NA | NA | … | … | 30.00 | 24.43 | 18.43 | 22.21 | 28.63 | 18.96 | 48.76 | 16.16 | 20.09 | 14.69 | 18.06 | 17.28 | 14.73 | 14.12 | 14.86 | 23.81 | 19.31 | 31.24 | 39.11 | 21.42 | 19.20 | 22.77 | 23.21 | 29.79 | 47.10 | 48.97 | 72.94 | 51.19 | 49.50 | 57.88 | 37.92 | 51.95 | 29.17 | 27.40 | 53.38 | 41.31 | 50.70 | 33.10 | 33.62 | 55.19 | 39.59 | 37.90 | 42.89 | 36.79 |
| Draw Down(%) | NA | 44.95 | 44.95 | 44.95 | 44.95 | NA | NA | … | … | 24.32 | 30.94 | 8.65 | 14.17 | 22.56 | 9.70 | 44.15 | 8.54 | 17.37 | 12.30 | 12.31 | 15.44 | 11.59 | 5.64 | 8.21 | 23.63 | 22.71 | 24.14 | 34.68 | 21.21 | 19.84 | 15.65 | 24.94 | 18.43 | 50.20 | 39.37 | 43.97 | 30.98 | 18.79 | 39.23 | 27.09 | 39.33 | 28.57 | 15.70 | 46.63 | 19.21 | 40.00 | 31.78 | 26.71 | 60.16 | 23.23 | 20.75 | 36.73 | 19.64 |
| Yield(%) | 0.00 | 2.78 | 3.61 | 3.54 | 5.34 | 8.02 | 5.53 | … | … | 2.09 | 3.05 | 3.25 | 2.99 | 2.25 | 2.88 | 2.91 | 3.72 | 3.24 | 3.14 | 3.41 | 3.46 | 3.24 | 2.20 | 6.41 | 3.98 | 4.02 | 4.60 | 3.49 | 2.59 | 1.79 | 1.65 | 1.33 | 1.56 | 1.27 | 0.83 | 1.01 | 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 08/26/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYX (Paychex, Inc.) |
-21.15%
Aug 1987 – Aug 1990 |
-9.10%
Apr 2000 – Apr 2005 |
-4.62%
Oct 2000 – Oct 2010 |
2.03%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYX (Paychex, Inc.) |
75.65%
Feb 1984 – Feb 1987 |
38.42%
Apr 1991 – Apr 1996 |
35.11%
Oct 1990 – Oct 2000 |
27.04%
Mar 1985 – Mar 2000 |
Annualized Rolling Returns Comparison Chart