Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEP (PepsiCo, Inc.) | -9.19% | -13.71% | -4.22% | 3.34% | 6.79% | 8.60% | 7.78% | 10.08% |
Data as of 07/03/2025, AR inception is 06/01/1972
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEP (PepsiCo, Inc.) | 06/01/1972 | 07/03/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.58 | -13.71 | -4.22 | 3.34 | 6.79 | 8.60 | 7.78 | 10.08 | -9.19 | -7.60 | -3.30 | 6.78 | 20.54 | 11.67 | 27.35 | -4.81 | 17.82 | 7.80 | 8.75 | 17.26 | 24.65 | 6.40 | 4.75 | 11.44 | 14.64 | -25.97 | 23.89 | 7.86 | 15.24 | 13.82 | 12.04 | -12.14 | -0.54 | 42.62 | -13.76 | 12.76 | 23.93 | 4.70 | 54.14 | -11.31 | -1.51 | 22.51 | 30.29 | 21.87 | 62.03 | 18.35 | 28.37 | 7.22 | 69.68 | 12.09 | 6.99 | -1.72 | 33.49 | 9.55 | -2.93 | -8.48 | 5.83 | 12.59 | 74.07 | -41.62 | -20.37 | 0.72 |
| Sharpe Ratio | NA | -0.85 | -0.43 | 0.08 | 0.28 | NA | NA | 0.28 | -0.87 | -0.69 | -0.46 | 0.28 | 1.39 | 0.31 | 1.86 | -0.34 | 1.77 | 0.56 | 0.57 | 1.34 | 1.84 | 0.60 | 0.28 | 0.75 | 0.63 | -0.84 | 1.46 | 0.40 | 1.10 | 0.89 | 0.56 | -0.40 | -0.13 | 1.11 | -0.53 | 0.22 | 0.61 | 0.04 | 2.39 | -0.62 | -0.17 | 0.93 | 0.83 | 0.56 | 2.18 | 0.46 | 0.63 | 0.09 | 3.18 | 0.26 | 0.03 | -0.30 | 0.95 | 0.04 | -0.50 | -0.58 | 0.10 | 0.45 | 2.13 | -1.20 | -1.24 | -0.13 |
| Standard Deviation(%) | NA | 19.99 | 17.58 | 17.31 | 19.14 | NA | NA | 24.20 | 23.55 | 16.36 | 15.07 | 19.53 | 14.78 | 36.66 | 13.88 | 18.47 | 9.74 | 13.52 | 15.39 | 12.91 | 13.36 | 10.60 | 17.04 | 15.03 | 22.99 | 31.84 | 14.27 | 11.25 | 11.76 | 14.50 | 20.09 | 32.86 | 23.26 | 34.63 | 32.09 | 42.67 | 32.83 | 24.85 | 20.96 | 23.31 | 22.13 | 21.27 | 31.52 | 29.10 | 25.67 | 29.23 | 37.99 | 31.84 | 20.17 | 18.99 | 23.29 | 31.75 | 24.09 | 27.67 | 20.67 | 23.63 | 19.92 | 19.99 | 32.66 | 39.43 | 20.55 | 15.45 |
| Draw Down(%) | NA | 26.66 | 30.32 | 30.32 | 30.32 | NA | NA | 67.32 | 17.79 | 15.38 | 18.27 | 11.90 | 12.92 | 28.82 | 7.45 | 20.44 | 7.74 | 8.62 | 10.23 | 7.66 | 8.92 | 6.66 | 15.35 | 8.53 | 17.42 | 35.66 | 6.43 | 7.09 | 7.52 | 13.46 | 14.70 | 32.98 | 16.50 | 18.60 | 27.06 | 37.62 | 16.46 | 21.05 | 10.46 | 27.22 | 18.66 | 12.77 | 23.86 | 21.84 | 13.08 | 11.15 | 29.04 | 27.30 | 8.68 | 10.77 | 17.30 | 32.32 | 18.18 | 21.57 | 18.81 | 26.22 | 15.62 | 14.22 | 23.40 | 58.70 | 26.12 | 12.36 |
| Yield(%) | 0.00 | 3.37 | 3.03 | 3.58 | 4.32 | 5.68 | 5.60 | 74.97 | 1.85 | 3.08 | 2.76 | 2.62 | 2.94 | 2.96 | 3.47 | 3.04 | 3.03 | 3.00 | 2.93 | 3.09 | 3.23 | 3.20 | 3.08 | 3.87 | 3.17 | 2.19 | 2.27 | 1.94 | 1.94 | 1.83 | 1.46 | 1.21 | 1.16 | 1.51 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEP (PepsiCo, Inc.) |
-11.70%
Aug 1972 - Aug 1975 |
-3.50%
Jul 1972 - Jul 1977 |
1.77%
Sep 1973 - Sep 1983 |
5.71%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEP (PepsiCo, Inc.) |
43.19%
Mar 1988 - Mar 1991 |
34.96%
Dec 1984 - Dec 1989 |
27.10%
Jan 1983 - Jan 1993 |
22.64%
Mar 1983 - Mar 1998 |
Annualized Rolling Returns Comparison Chart