Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFE (Pfizer Inc.) | -1.53% | -10.86% | -17.14% | -2.26% | 1.49% | 7.97% | 4.13% | 8.49% |
Data as of 07/25/2025, AR inception is 06/01/1972
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFE (Pfizer Inc.) | 06/01/1972 | 07/25/2025 |
| 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 (%) | 3.06 | -10.86 | -17.14 | -2.26 | 1.49 | 7.97 | 4.13 | 8.49 | -1.53 | -2.22 | -41.26 | -10.41 | 66.70 | 3.07 | -7.09 | 24.60 | 15.66 | 4.26 | 6.92 | 5.12 | 26.00 | 20.18 | 28.50 | 0.10 | 7.97 | -17.13 | -8.36 | 15.00 | -10.75 | -22.39 | 17.65 | -22.22 | -12.53 | 43.01 | -22.15 | 67.64 | 79.67 | 31.75 | 63.11 | 11.96 | -4.83 | -13.69 | 108.05 | 16.19 | 19.83 | 24.40 | -23.57 | 20.49 | 19.82 | 18.18 | 3.81 | 29.34 | 0.00 | 35.24 | 18.87 | 21.00 | -6.41 | 4.93 | -14.56 | -24.57 | 0.87 | 3.94 |
| Sharpe Ratio | NA | -0.58 | -0.86 | -0.18 | 0.00 | NA | NA | 0.19 | -0.23 | -0.38 | -1.99 | -0.44 | 2.59 | 0.08 | -0.44 | 1.18 | 1.35 | 0.22 | 0.34 | 0.32 | 1.60 | 1.58 | 1.17 | 0.00 | 0.25 | -0.48 | -0.67 | 0.56 | -0.57 | -0.97 | 0.73 | -0.62 | -0.51 | 0.95 | -0.66 | 1.69 | 2.32 | 1.10 | 2.53 | 0.41 | -0.21 | -0.63 | 3.87 | 0.41 | 0.70 | 0.77 | -0.67 | 0.62 | 0.57 | 0.42 | -0.08 | 0.71 | -0.41 | 0.93 | 0.47 | 0.54 | -0.38 | 0.05 | -0.52 | -0.71 | -0.15 | 0.19 |
| Standard Deviation(%) | NA | 24.12 | 23.75 | 25.08 | 23.69 | NA | NA | 27.42 | 25.04 | 23.28 | 23.07 | 26.93 | 25.74 | 35.74 | 19.10 | 19.82 | 11.18 | 18.58 | 20.00 | 16.09 | 16.27 | 12.82 | 24.30 | 21.35 | 31.92 | 37.58 | 17.00 | 21.13 | 22.73 | 24.15 | 23.08 | 37.36 | 29.70 | 40.82 | 38.71 | 37.98 | 32.59 | 25.42 | 23.39 | 21.84 | 32.15 | 25.37 | 26.83 | 26.84 | 20.24 | 25.37 | 41.15 | 26.09 | 25.45 | 27.09 | 28.65 | 30.50 | 24.44 | 29.05 | 24.82 | 29.39 | 26.63 | 28.81 | 35.44 | 42.28 | 26.02 | 20.37 |
| Draw Down(%) | NA | 29.00 | 55.31 | 58.96 | 58.96 | NA | NA | 69.83 | 19.77 | 19.77 | 46.71 | 27.62 | 18.05 | 29.34 | 22.19 | 13.06 | 7.47 | 19.24 | 14.11 | 13.98 | 11.69 | 8.36 | 21.51 | 27.94 | 34.85 | 36.17 | 17.57 | 14.99 | 27.64 | 36.24 | 17.96 | 38.11 | 22.49 | 20.46 | 36.64 | 26.28 | 17.75 | 12.28 | 9.60 | 22.84 | 25.52 | 22.45 | 7.59 | 22.63 | 12.21 | 19.13 | 45.59 | 22.16 | 15.64 | 22.58 | 22.91 | 16.46 | 25.57 | 19.94 | 16.43 | 19.87 | 19.66 | 18.40 | 34.25 | 50.99 | 25.78 | 13.93 |
| Yield(%) | 0.00 | 5.63 | 3.21 | 4.32 | 4.19 | 8.33 | 4.44 | 57.69 | 4.85 | 5.65 | 3.20 | 2.82 | 4.24 | 3.88 | 3.16 | 3.54 | 3.68 | 3.56 | 3.39 | 3.24 | 3.52 | 3.80 | 4.29 | 3.61 | 4.15 | 5.30 | 4.19 | 3.83 | 2.73 | 1.81 | 1.81 | 1.24 | 0.91 | 1.07 | 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 07/25/2025, 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 |
|---|---|---|---|---|
| PFE (Pfizer Inc.) |
-19.87%
Dec 2021 - Dec 2024 |
-16.25%
Feb 2004 - Feb 2009 |
-9.65%
Feb 1999 - Feb 2009 |
0.51%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFE (Pfizer Inc.) |
73.86%
Apr 1995 - Apr 1998 |
59.36%
Mar 1994 - Mar 1999 |
34.45%
Mar 1989 - Mar 1999 |
26.16%
Mar 1984 - Mar 1999 |
Annualized Rolling Returns Comparison Chart