Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PM (Philip Morris International Inc.) | 10.07% | 0.29% | 30.47% | 17.78% | 11.09% | 11.57% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PM (Philip Morris International Inc.) | 03/17/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 0.29 | 30.47 | 17.78 | 11.09 | 11.57 | NA | … | … | 10.07 | 37.99 | 34.34 | -1.85 | 12.31 | 20.78 | 3.69 | 35.02 | -33.30 | 19.85 | 8.56 | 13.38 | -2.12 | 8.50 | 9.66 | 39.78 | 27.16 | 16.51 | -9.06 |
| Sharpe Ratio | NA | 0.02 | 1.18 | 0.70 | 0.40 | NA | NA | … | … | 0.90 | 1.33 | 1.55 | -0.34 | 0.44 | 1.19 | 0.09 | 1.38 | -1.22 | 1.36 | 0.51 | 0.71 | -0.15 | 0.54 | 0.57 | 1.95 | 1.39 | 0.63 | -0.28 |
| Standard Deviation(%) | NA | 27.59 | 23.26 | 22.64 | 24.59 | NA | NA | … | … | 31.37 | 26.44 | 19.77 | 16.48 | 25.04 | 17.47 | 39.59 | 24.25 | 28.60 | 14.17 | 16.24 | 18.82 | 14.44 | 15.60 | 16.99 | 20.34 | 19.47 | 25.92 | 43.29 |
| Draw Down(%) | NA | 20.64 | 20.64 | 22.78 | 42.87 | NA | NA | … | … | 18.54 | 20.64 | 8.81 | 13.56 | 22.78 | 18.00 | 31.89 | 20.37 | 37.04 | 15.45 | 14.86 | 10.42 | 13.47 | 13.14 | 12.11 | 13.61 | 18.47 | 27.28 | 33.88 |
| Yield(%) | 0.00 | 3.19 | 6.03 | 5.37 | 4.85 | 6.43 | 7.36 | … | … | 0.92 | 4.66 | 5.55 | 5.07 | 5.26 | 6.01 | 5.56 | 6.86 | 4.30 | 4.63 | 4.74 | 4.99 | 4.51 | 4.13 | 3.20 | 4.81 | 4.94 | 5.08 | 3.12 |
Data as of 06/04/2026, Common starting date is 03/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PM (Philip Morris International Inc.) |
-11.07%
Jun 2017 – Jun 2020 |
-0.75%
Dec 2013 – Dec 2018 |
4.12%
Sep 2012 – Sep 2022 |
8.64%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PM (Philip Morris International Inc.) |
42.03%
Feb 2009 – Feb 2012 |
27.35%
Jun 2020 – Jun 2025 |
14.92%
Feb 2009 – Feb 2019 |
15.19%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart