Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPL (PPL Corporation) | 1.15% | 6.17% | 13.49% | 7.86% | 3.36% | 7.35% | 6.00% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPL (PPL 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 (%) | -0.48 | 6.17 | 13.49 | 7.86 | 3.36 | 7.35 | 6.00 | … | … | 1.15 | 11.38 | 23.99 | -3.77 | 0.40 | 12.82 | -16.87 | 33.42 | -3.01 | -5.19 | 4.12 | 13.56 | 26.18 | 10.34 | 2.34 | 17.58 | -14.16 | 10.34 | -39.10 | 49.31 | 26.06 | 14.90 | 26.14 | 31.17 | 3.87 | -20.99 | 105.40 | -17.94 | 16.45 | 4.08 | -8.00 | 31.58 | -29.63 | -0.92 | 3.56 | 20.29 | 2.04 | 18.69 | 9.47 | -9.59 | 26.96 | 14.43 | 21.82 | -1.79 | 22.63 | 9.60 | -4.58 |
| Sharpe Ratio | NA | 0.21 | 0.65 | 0.29 | 0.08 | NA | NA | … | … | 0.11 | 0.47 | 1.28 | -0.39 | -0.04 | 0.79 | -0.36 | 1.97 | -0.20 | -0.49 | 0.21 | 0.66 | 1.59 | 0.76 | 0.18 | 0.96 | -0.68 | 0.33 | -0.89 | 1.91 | 1.36 | 0.69 | 1.75 | 1.55 | 0.08 | -0.60 | 2.80 | -0.96 | 0.64 | 0.02 | -0.66 | 1.24 | -1.78 | -0.22 | 0.08 | 1.36 | -0.28 | 1.27 | 0.35 | -0.61 | 1.25 | 0.50 | 0.85 | -0.45 | 0.77 | -0.04 | -0.58 |
| Standard Deviation(%) | NA | 16.66 | 17.56 | 18.74 | 22.84 | NA | NA | … | … | 18.48 | 18.06 | 15.91 | 19.11 | 23.56 | 16.28 | 47.05 | 16.25 | 22.04 | 12.10 | 18.44 | 20.46 | 16.50 | 13.54 | 12.60 | 18.30 | 20.84 | 31.18 | 45.10 | 24.25 | 16.71 | 18.42 | 14.37 | 19.67 | 33.53 | 39.33 | 36.17 | 22.09 | 20.35 | 18.96 | 17.50 | 22.17 | 18.40 | 14.19 | 12.72 | 11.99 | 12.17 | 10.05 | 12.89 | 22.68 | 17.98 | 18.02 | 17.33 | 18.09 | 19.09 | 21.75 | 23.98 |
| Draw Down(%) | NA | 12.38 | 18.84 | 24.73 | 48.73 | NA | NA | … | … | 12.38 | 11.69 | 9.11 | 24.73 | 21.81 | 8.33 | 48.73 | 10.31 | 19.25 | 21.90 | 17.99 | 12.71 | 10.10 | 13.71 | 7.84 | 11.53 | 23.73 | 25.33 | 46.81 | 10.91 | 10.03 | 14.44 | 14.18 | 15.28 | 31.85 | 49.32 | 20.58 | 35.83 | 13.21 | 20.42 | 15.94 | 13.77 | 30.56 | 15.32 | 8.79 | 7.07 | 9.28 | 5.52 | 10.60 | 23.48 | 16.76 | 14.80 | 12.29 | 17.35 | 14.29 | 15.97 | 26.38 |
| Yield(%) | 0.00 | 3.23 | 3.92 | 3.79 | 3.46 | 5.33 | 4.70 | … | … | 0.81 | 3.39 | 3.75 | 3.29 | 2.90 | 6.02 | 4.69 | 5.88 | 5.36 | 4.64 | 4.51 | 4.36 | 5.03 | 5.05 | 5.00 | 5.27 | 4.31 | 4.41 | 2.64 | 3.36 | 3.67 | 4.56 | 3.75 | 4.37 | 4.13 | 2.45 | 4.78 | 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 |
|---|---|---|---|---|
| PPL (PPL Corporation) |
-17.34%
Nov 2007 – Nov 2010 |
-7.04%
Dec 2007 – Dec 2012 |
-0.28%
Feb 1990 – Feb 2000 |
1.20%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPL (PPL Corporation) |
41.32%
May 1998 – May 2001 |
29.67%
Nov 2002 – Nov 2007 |
20.20%
Oct 1997 – Oct 2007 |
12.96%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart