Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PKG (Packaging Corporation of America) | -7.62% | 8.76% | 16.76% | 18.05% | 14.50% | 18.59% | 15.69% | 15.24% |
Data as of 07/22/2025, AR inception is 01/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKG (Packaging Corporation of America) | 01/28/2000 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 8.76 | 16.76 | 18.05 | 14.50 | 18.59 | 15.69 | 15.24 | -7.62 | 41.70 | 31.90 | -2.62 | 1.55 | 27.20 | 38.35 | -28.86 | 44.05 | 39.06 | -16.57 | 26.09 | 69.39 | 57.35 | 0.67 | 15.11 | 77.39 | -49.23 | 32.85 | 0.73 | 1.89 | 10.60 | 20.69 | 0.50 | 12.56 | 34.38 |
| Sharpe Ratio | NA | 0.12 | 0.57 | 0.61 | 0.49 | NA | NA | 0.43 | -0.68 | 2.07 | 1.16 | -0.14 | 0.07 | 0.59 | 1.61 | -1.08 | 2.36 | 1.33 | -0.58 | 1.08 | 2.91 | 3.06 | 0.02 | 0.46 | 1.36 | -1.01 | 1.09 | -0.13 | -0.02 | 0.42 | 1.00 | -0.02 | 0.27 | 0.59 |
| Standard Deviation(%) | NA | 25.69 | 25.31 | 25.09 | 27.87 | NA | NA | 31.56 | 30.85 | 18.42 | 24.51 | 30.01 | 20.60 | 45.26 | 22.84 | 28.19 | 18.46 | 29.15 | 28.54 | 24.05 | 23.79 | 18.94 | 32.53 | 32.63 | 56.90 | 49.72 | 27.30 | 20.16 | 23.72 | 23.08 | 19.99 | 28.54 | 38.12 | 56.76 |
| Draw Down(%) | NA | 28.43 | 28.43 | 31.78 | 38.19 | NA | NA | 66.84 | 26.85 | 10.40 | 14.41 | 31.78 | 16.25 | 31.30 | 14.04 | 38.19 | 8.43 | 28.41 | 27.89 | 20.10 | 8.54 | 13.20 | 28.69 | 21.60 | 36.19 | 58.15 | 17.89 | 12.66 | 25.37 | 14.64 | 13.69 | 21.62 | 27.80 | 20.73 |
| Yield(%) | 0.00 | 2.58 | 3.53 | 4.42 | 5.19 | 11.73 | 11.18 | 16.32 | 1.11 | 3.05 | 3.87 | 3.53 | 2.95 | 3.04 | 3.74 | 2.43 | 2.96 | 3.79 | 2.81 | 2.53 | 3.88 | 3.97 | 3.03 | 2.57 | 4.25 | 4.23 | 4.62 | 4.37 | 4.30 | 2.76 | 0.82 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 01/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKG (Packaging Corporation of America) |
-18.68%
Feb 2006 - Feb 2009 |
-10.98%
Feb 2004 - Feb 2009 |
6.20%
Jul 2001 - Jul 2011 |
11.55%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKG (Packaging Corporation of America) |
49.79%
Dec 2011 - Dec 2014 |
51.65%
Feb 2009 - Feb 2014 |
28.16%
Feb 2009 - Feb 2019 |
24.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart