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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PG (The Procter & Gamble Company) -3.10% -2.09% 6.09% 7.38% 10.15% 9.57% 8.46% 8.99%
Data as of 07/25/2025, AR inception is 01/02/1962
More Performance Analytics Comparison
Name Start Date End Date
PG (The Procter & Gamble Company) 01/02/1962 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 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962
Annualized Return (%) 2.06 -2.09 6.09 7.38 10.15 9.57 8.46 8.99 -3.10 17.25 -0.86 -5.05 20.52 14.15 39.70 3.57 12.69 9.36 -9.97 15.42 23.64 5.20 7.06 9.36 1.18 -13.81 16.64 13.38 7.19 11.85 17.34 10.04 1.98 -27.76 20.77 15.15 48.98 30.29 34.59 9.40 6.91 14.71 8.70 23.68 61.82 2.13 12.00 9.75 22.73 0.52 -3.60 47.34 16.89 -7.10 -16.35 3.60 -8.19 5.27 9.28 -11.35 -17.45 42.12 35.44 6.00 26.58 -6.23 26.37 5.22 -14.87 2.04 12.10 -22.13
Sharpe Ratio NA -0.42 0.13 0.29 0.44 NA NA 0.26 -0.63 0.91 -0.31 -0.29 1.42 0.43 2.32 0.11 1.12 0.64 -0.62 1.32 1.47 0.40 0.47 0.69 0.04 -0.48 0.94 0.75 0.34 0.75 1.23 0.37 -0.02 -0.58 0.61 0.35 1.59 1.31 1.69 0.30 0.23 0.57 0.25 0.73 2.68 -0.14 0.16 0.23 1.01 -0.33 -0.51 1.84 0.34 -0.84 -1.99 -0.10 -0.86 0.11 0.25 -0.55 -0.89 2.17 1.97 0.05 1.30 -0.68 1.46 0.11 -1.52 -0.04 0.76 -1.07
Standard Deviation(%) NA 19.43 17.13 17.21 18.83 NA NA 21.51 21.17 15.00 14.90 22.05 14.43 32.36 16.46 19.28 10.77 14.24 16.06 11.71 16.08 13.13 15.03 13.37 24.41 30.64 14.35 13.43 14.59 14.57 13.54 23.98 27.53 54.93 28.34 33.52 28.43 20.20 18.08 21.04 20.53 21.37 19.07 24.90 20.85 20.04 49.19 23.28 16.99 19.82 19.34 21.37 18.62 18.64 11.88 15.56 13.94 15.28 19.98 31.05 25.39 18.17 16.33 25.83 16.80 16.89 15.97 15.49 11.65 12.74 12.92 22.61
Draw Down(%) NA 13.99 17.45 23.77 23.77 NA NA 54.29 12.84 8.88 10.72 23.77 12.32 23.16 6.09 22.08 8.16 8.34 24.50 6.32 8.16 11.97 12.56 7.34 29.16 21.07 7.44 14.10 9.15 9.73 8.95 20.92 27.45 54.29 17.97 28.81 15.68 10.03 9.50 12.13 16.07 12.31 13.69 21.68 11.29 17.79 40.67 18.76 11.86 19.46 19.19 7.48 12.81 22.88 20.83 14.10 21.86 14.29 18.74 35.22 24.97 6.75 7.59 30.60 7.81 13.93 17.21 13.42 16.47 8.67 8.52 36.20
Yield(%) 0.68 2.47 2.72 2.95 4.10 4.74 4.73 1.09 1.88 2.66 2.46 2.22 2.47 2.53 3.24 3.13 3.25 3.41 2.91 3.14 3.41 3.31 3.18 3.08 2.74 2.14 2.11 2.06 1.97 0.99 0.99 1.42 0.92 0.62 0.67 0.66 0.45 0.51 0.60 0.57 0.55 0.29 0.29 0.33 0.24 0.20 0.22 0.24 0.29 0.27 0.11 0.16 0.18 0.15 0.12 0.11 0.09 0.08 0.08 0.06 0.05 0.06 0.08 0.04 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 01/02/1962
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PG (The Procter & Gamble Company) -10.46%
Jun 1998 - Jun 2001 		-6.59%
Mar 1975 - Mar 1980 		-1.49%
May 1972 - May 1982 		2.07%
Jul 1973 - Jul 1988
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PG (The Procter & Gamble Company) 40.41%
Jul 1994 - Jul 1997 		30.34%
Mar 1994 - Mar 1999 		25.65%
Jun 1988 - Jun 1998 		20.89%
Mar 1984 - Mar 1999
Annualized Rolling Returns Comparison Chart