Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHG (Koninklijke Philips N.V.) | -0.29% | 17.51% | 14.65% | -10.22% | 2.08% | 1.47% | 0.36% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHG (Koninklijke Philips N.V.) | 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 (%) | -1.74 | 17.51 | 14.65 | -10.22 | 2.08 | 1.47 | 0.36 | … | … | -0.29 | 11.25 | 12.49 | 68.14 | -57.50 | -30.65 | 7.42 | 42.31 | -7.13 | 23.66 | 20.13 | -12.24 | -21.56 | 39.29 | 26.69 | -31.77 | 4.30 | 48.18 | -53.53 | 13.77 | 20.83 | 17.37 | -8.91 | 64.51 | -39.26 | -19.70 | 2.12 | 99.45 | 11.88 | 51.25 | 11.50 | 22.13 | 42.42 | 91.86 | -38.57 | 48.94 | -53.00 | 45.99 | 18.10 | -27.04 | -11.17 | 43.20 | 8.70 | 38.55 | 27.69 | 16.07 | -17.65 |
| Sharpe Ratio | NA | 0.57 | 0.34 | -0.33 | 0.02 | NA | NA | … | … | 0.02 | 0.26 | 0.23 | 1.86 | -1.23 | -1.14 | 0.19 | 1.87 | -0.35 | 1.29 | 0.79 | -0.55 | -1.01 | 1.66 | 0.92 | -0.72 | 0.11 | 0.92 | -1.02 | 0.39 | 0.70 | 0.78 | -0.36 | 1.52 | -0.67 | -0.39 | -0.03 | 2.52 | 0.16 | 1.22 | 0.28 | 0.62 | 1.49 | 2.95 | -0.92 | 1.40 | -1.68 | 1.62 | 0.43 | -0.64 | -0.55 | 1.60 | 0.06 | 0.91 | 0.81 | 0.17 | -1.21 |
| Standard Deviation(%) | NA | 29.46 | 34.06 | 37.66 | 32.31 | NA | NA | … | … | 33.21 | 32.30 | 38.94 | 35.12 | 48.13 | 26.98 | 37.41 | 21.82 | 24.25 | 17.94 | 25.23 | 22.33 | 21.27 | 23.66 | 29.25 | 44.47 | 39.11 | 52.20 | 53.44 | 27.08 | 24.85 | 19.42 | 27.33 | 41.88 | 60.37 | 58.29 | 60.94 | 38.11 | 51.89 | 38.92 | 28.14 | 29.36 | 26.37 | 30.23 | 44.46 | 31.99 | 34.62 | 24.74 | 30.79 | 48.35 | 27.95 | 23.63 | 29.49 | 35.45 | 24.38 | 32.59 | 24.78 |
| Draw Down(%) | NA | 22.27 | 33.81 | 78.47 | 79.52 | NA | NA | … | … | 22.27 | 24.26 | 24.53 | 21.09 | 68.34 | 43.45 | 41.22 | 13.90 | 27.02 | 10.20 | 18.49 | 23.49 | 31.28 | 15.66 | 19.45 | 50.12 | 25.23 | 32.74 | 65.39 | 20.02 | 21.36 | 15.38 | 34.06 | 25.91 | 60.22 | 60.91 | 43.59 | 15.78 | 55.10 | 37.24 | 31.58 | 33.73 | 15.42 | 15.74 | 53.18 | 16.56 | 56.00 | 14.38 | 17.61 | 47.00 | 27.18 | 16.79 | 23.70 | 32.69 | 17.72 | 25.68 | 35.37 |
| Yield(%) | 0.00 | 4.41 | 5.00 | 1.48 | 2.56 | 1.73 | 1.12 | … | … | 3.74 | 3.87 | 3.94 | 0.00 | 2.75 | 2.00 | 1.93 | 2.83 | 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 | 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 |
|---|---|---|---|---|
| PHG (Koninklijke Philips N.V.) |
-33.28%
Oct 2019 – Oct 2022 |
-20.02%
Oct 2017 – Oct 2022 |
-6.11%
Oct 2012 – Oct 2022 |
-7.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHG (Koninklijke Philips N.V.) |
60.97%
Feb 1997 – Feb 2000 |
48.10%
Oct 1992 – Oct 1997 |
30.34%
Aug 1990 – Aug 2000 |
19.85%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart