Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCAR (PACCAR Inc) | 8.42% | 30.74% | 21.60% | 17.55% | 16.40% | 13.15% | 16.92% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCAR (PACCAR Inc) | 03/17/1980 | 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 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.20 | 30.74 | 21.60 | 17.55 | 16.40 | 13.15 | 16.92 | … | … | 8.42 | 8.03 | 10.81 | 55.01 | 17.00 | 5.63 | 11.74 | 45.05 | -15.32 | 14.82 | 38.38 | -27.10 | 18.29 | 34.96 | 25.17 | -32.48 | 60.36 | 28.98 | -46.36 | 94.74 | 120.39 | -10.43 | -1.81 | 89.81 | 63.65 | 36.77 | 16.86 | 7.75 | -21.67 | 54.41 | 61.42 | -4.80 | -27.76 | 6.99 | 18.04 | 50.39 | -24.56 | 4.27 | 43.86 | 21.93 | 0.54 | 4.20 | -22.73 | 40.43 | 22.87 | 14.49 | 26.91 |
| Sharpe Ratio | NA | 0.67 | 0.64 | 0.56 | 0.54 | NA | NA | … | … | 0.03 | 0.18 | 0.28 | 2.24 | 0.60 | 0.23 | 0.32 | 1.97 | -0.65 | 0.71 | 1.49 | -1.09 | 0.91 | 1.83 | 0.97 | -0.86 | 1.89 | 0.56 | -0.72 | 1.71 | 2.56 | -0.58 | -0.06 | 3.11 | 1.06 | 0.84 | 0.27 | 0.09 | -0.57 | 1.06 | 1.84 | -0.32 | -1.02 | 0.19 | 0.59 | 1.53 | -0.83 | -0.07 | 1.55 | 0.42 | -0.19 | -0.07 | -1.08 | 2.12 | 0.64 | 0.20 | 0.89 |
| Standard Deviation(%) | NA | 26.01 | 26.26 | 25.65 | 26.13 | NA | NA | … | … | 27.26 | 28.76 | 26.10 | 23.19 | 26.22 | 24.52 | 35.87 | 22.12 | 25.76 | 19.92 | 25.65 | 24.84 | 20.02 | 19.10 | 26.02 | 37.89 | 31.91 | 51.47 | 65.36 | 53.95 | 45.91 | 21.92 | 46.59 | 28.62 | 59.02 | 41.46 | 47.30 | 49.87 | 43.77 | 47.83 | 31.17 | 27.68 | 30.13 | 24.84 | 25.93 | 30.28 | 35.96 | 23.12 | 25.03 | 42.02 | 20.02 | 18.77 | 27.49 | 16.04 | 23.19 | 19.38 | 30.07 |
| Draw Down(%) | NA | 15.29 | 27.75 | 27.75 | 37.84 | NA | NA | … | … | 15.29 | 22.97 | 26.16 | 10.23 | 17.43 | 20.30 | 36.96 | 13.41 | 29.57 | 10.71 | 18.50 | 30.69 | 17.99 | 7.24 | 24.41 | 43.05 | 18.98 | 34.40 | 58.67 | 23.34 | 8.72 | 19.67 | 43.56 | 15.06 | 32.06 | 29.44 | 28.76 | 34.94 | 44.13 | 25.74 | 15.09 | 24.07 | 34.96 | 17.80 | 19.20 | 15.08 | 41.53 | 26.09 | 15.11 | 43.27 | 28.88 | 24.17 | 34.45 | 13.43 | 25.00 | 19.20 | 25.56 |
| Yield(%) | 0.00 | 2.96 | 5.14 | 3.83 | 5.52 | 5.56 | 6.66 | … | … | 0.61 | 2.63 | 4.31 | 4.31 | 4.74 | 3.35 | 2.49 | 6.19 | 4.23 | 3.35 | 3.31 | 3.40 | 3.18 | 3.65 | 4.07 | 2.25 | 1.88 | 1.75 | 1.55 | 3.81 | 5.90 | 3.64 | 4.92 | 4.29 | 3.44 | 2.90 | 5.06 | 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAR (PACCAR Inc) |
-12.25%
Sep 1997 – Sep 2000 |
-2.49%
Oct 2007 – Oct 2012 |
4.48%
May 2008 – May 2018 |
6.95%
May 1981 – May 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAR (PACCAR Inc) |
71.03%
Aug 2000 – Aug 2003 |
50.13%
Oct 2002 – Oct 2007 |
35.12%
Sep 2000 – Sep 2010 |
28.65%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart