Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBI (Pitney Bowes Inc.) | 60.72% | 70.70% | 77.39% | 17.57% | 3.23% | 2.77% | 0.51% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBI (Pitney Bowes Inc.) | 01/04/1982 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.95 | 70.70 | 77.39 | 17.57 | 3.23 | 2.77 | 0.51 | … | … | 60.72 | 50.42 | 70.63 | 22.24 | -39.71 | 10.34 | 60.75 | -28.89 | -42.55 | -23.37 | -23.11 | -12.30 | 7.67 | 132.22 | -36.35 | -17.94 | 13.34 | -4.78 | -30.04 | -14.87 | 12.57 | -6.10 | 17.24 | 28.53 | -10.41 | 19.73 | -29.27 | -25.59 | 49.53 | 67.97 | 19.62 | 52.71 | -21.14 | 6.03 | 29.22 | 62.70 | -13.87 | 13.55 | 14.27 | 6.48 | 54.42 | 40.62 | 12.44 | 46.93 | 92.31 |
| Sharpe Ratio | NA | 1.59 | 1.48 | 0.31 | 0.02 | NA | NA | … | … | 4.84 | 1.11 | 1.33 | 0.33 | -0.69 | 0.12 | 0.57 | -0.49 | -1.02 | -0.59 | -0.65 | -0.52 | 0.26 | 3.25 | -1.18 | -0.63 | 0.48 | -0.14 | -0.75 | -0.81 | 0.82 | -0.57 | 1.09 | 1.40 | -0.38 | 0.59 | -0.62 | -0.85 | 1.41 | 2.61 | 0.72 | 2.36 | -1.00 | 0.18 | 1.11 | 2.34 | -0.58 | 0.30 | 0.34 | 0.05 | 1.83 | 1.61 | 0.18 | 1.26 | 2.94 |
| Standard Deviation(%) | NA | 37.45 | 48.85 | 51.30 | 62.36 | NA | NA | … | … | 38.77 | 42.97 | 50.37 | 57.43 | 59.98 | 88.03 | 105.84 | 61.54 | 43.00 | 40.73 | 36.11 | 23.57 | 29.85 | 40.64 | 30.96 | 28.31 | 27.76 | 36.11 | 41.08 | 22.38 | 11.21 | 14.73 | 14.91 | 19.89 | 30.29 | 29.80 | 53.87 | 34.19 | 32.71 | 24.51 | 22.12 | 20.67 | 24.24 | 21.20 | 23.93 | 25.04 | 33.01 | 25.34 | 27.08 | 44.09 | 27.26 | 21.79 | 30.48 | 32.18 | 28.79 |
| Draw Down(%) | NA | 28.28 | 28.28 | 74.06 | 88.35 | NA | NA | … | … | 11.13 | 28.28 | 20.20 | 38.95 | 64.45 | 52.77 | 56.37 | 58.47 | 56.41 | 40.65 | 33.01 | 20.95 | 19.13 | 15.62 | 40.92 | 30.09 | 23.19 | 33.37 | 43.62 | 22.98 | 7.89 | 12.62 | 9.02 | 11.56 | 33.44 | 21.37 | 51.82 | 40.49 | 15.26 | 10.67 | 12.03 | 6.49 | 29.93 | 14.40 | 19.51 | 15.66 | 46.29 | 16.26 | 13.34 | 36.16 | 12.87 | 17.57 | 23.51 | 20.65 | 12.00 |
| Yield(%) | 0.00 | 3.56 | 7.88 | 2.62 | 1.87 | 2.48 | 1.95 | … | … | 1.84 | 4.16 | 4.60 | 4.98 | 2.96 | 3.16 | 5.06 | 3.26 | 6.59 | 4.74 | 3.69 | 3.09 | 3.21 | 8.70 | 8.01 | 6.11 | 6.37 | 5.45 | 3.71 | 3.11 | 2.96 | 2.71 | 3.01 | 3.60 | 3.08 | 6.53 | 2.40 | 1.60 | 1.00 | 2.88 | 2.90 | 3.81 | 2.51 | 2.25 | 1.86 | 3.44 | 2.50 | 2.45 | 2.43 | 2.04 | 2.41 | 3.45 | 3.10 | 2.92 | 6.40 |
Data as of 06/04/2026, Common starting date is 01/04/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBI (Pitney Bowes Inc.) |
-43.20%
Mar 2017 – Mar 2020 |
-35.44%
Mar 2015 – Mar 2020 |
-17.46%
Mar 2010 – Mar 2020 |
-14.36%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBI (Pitney Bowes Inc.) |
77.09%
Sep 2022 – Sep 2025 |
49.99%
Feb 1982 – Feb 1987 |
30.82%
Feb 1982 – Feb 1992 |
25.56%
Feb 1982 – Feb 1997 |
Annualized Rolling Returns Comparison Chart