Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PH (Parker-Hannifin Corporation) | -0.36% | 32.27% | 38.72% | 24.66% | 24.20% | 18.57% | 19.55% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PH (Parker-Hannifin Corporation) | 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 (%) | 2.28 | 32.27 | 38.72 | 24.66 | 24.20 | 18.57 | 19.55 | … | … | -0.36 | 39.54 | 39.58 | 60.81 | -6.91 | 18.30 | 34.78 | 40.75 | -24.00 | 44.91 | 47.57 | -23.07 | 1.98 | 53.93 | 13.74 | -10.08 | 62.76 | 29.38 | -42.55 | 122.96 | 18.00 | -11.74 | 28.95 | 31.18 | 2.07 | 5.78 | -12.54 | 56.68 | -28.61 | 18.39 | 13.14 | 12.91 | 20.53 | 27.43 | -3.27 | 28.27 | -5.45 | -10.22 | -22.68 | 41.26 | -33.12 | 22.22 | -11.58 | 66.67 | -6.56 | 5.58 | 22.64 |
| Sharpe Ratio | NA | 1.03 | 1.23 | 0.75 | 0.71 | NA | NA | … | … | -0.40 | 1.16 | 1.40 | 2.12 | -0.27 | 0.70 | 0.57 | 1.45 | -0.96 | 2.60 | 2.05 | -1.00 | 0.09 | 2.64 | 0.50 | -0.27 | 2.04 | 0.69 | -0.84 | 2.62 | 0.66 | -0.55 | 1.19 | 1.05 | 0.03 | 0.10 | -0.34 | 1.48 | -0.93 | 0.29 | 0.38 | 0.34 | 0.76 | 1.13 | -0.21 | 0.95 | -0.38 | -0.76 | -1.09 | 0.66 | -0.72 | 0.74 | -0.60 | 1.84 | -0.40 | -0.18 | 0.73 |
| Standard Deviation(%) | NA | 24.19 | 28.01 | 28.47 | 31.69 | NA | NA | … | … | 27.36 | 31.71 | 25.63 | 27.25 | 31.15 | 26.29 | 60.22 | 27.03 | 26.55 | 17.08 | 23.06 | 23.20 | 22.39 | 20.44 | 27.44 | 37.97 | 30.67 | 42.38 | 51.90 | 46.05 | 22.30 | 25.46 | 23.53 | 29.02 | 36.96 | 33.29 | 49.19 | 36.02 | 34.67 | 50.47 | 24.86 | 26.64 | 23.01 | 22.20 | 27.14 | 25.43 | 28.86 | 21.27 | 25.14 | 55.52 | 51.68 | 22.57 | 31.13 | 32.62 | 35.96 | 27.57 | 28.92 |
| Draw Down(%) | NA | 17.25 | 26.79 | 28.64 | 54.68 | NA | NA | … | … | 17.25 | 26.67 | 11.33 | 15.92 | 27.31 | 14.15 | 54.68 | 19.39 | 31.96 | 7.44 | 13.78 | 25.85 | 20.18 | 12.66 | 20.45 | 37.66 | 22.76 | 38.87 | 62.45 | 15.35 | 18.68 | 24.36 | 13.40 | 24.94 | 36.07 | 36.49 | 38.24 | 16.98 | 47.72 | 38.39 | 21.71 | 23.64 | 14.65 | 15.44 | 26.64 | 18.26 | 42.15 | 23.62 | 30.16 | 49.23 | 53.97 | 27.53 | 31.06 | 15.19 | 34.43 | 27.72 | 14.46 |
| Yield(%) | 0.00 | 1.11 | 1.99 | 1.94 | 3.93 | 4.26 | 5.90 | … | … | 0.43 | 1.12 | 1.39 | 1.98 | 1.59 | 1.49 | 1.68 | 2.26 | 1.47 | 1.85 | 2.61 | 1.95 | 1.63 | 2.03 | 2.06 | 1.63 | 1.96 | 2.21 | 1.29 | 1.50 | 1.47 | 1.15 | 1.28 | 1.59 | 1.56 | 1.64 | 1.39 | 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 |
|---|---|---|---|---|
| PH (Parker-Hannifin Corporation) |
-21.90%
Sep 1987 – Sep 1990 |
-10.86%
Mar 1986 – Mar 1991 |
0.07%
Nov 1983 – Nov 1993 |
1.53%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PH (Parker-Hannifin Corporation) |
48.51%
May 2005 – May 2008 |
38.21%
Mar 2020 – Mar 2025 |
27.83%
Feb 2016 – Feb 2026 |
22.65%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart