Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYPL (PayPal Holdings, Inc.) | -26.31% | -40.77% | -12.57% | -30.35% | 1.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYPL (PayPal Holdings, Inc.) | 07/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | -40.77 | -12.57 | -30.35 | 1.25 | NA | NA | … | … | -26.31 | -31.44 | 38.98 | -13.77 | -62.23 | -19.48 | 116.51 | 28.64 | 14.22 | 86.52 | 9.03 | -1.39 |
| Sharpe Ratio | NA | -0.97 | -0.33 | -0.75 | 0.00 | NA | NA | … | … | -1.03 | -0.90 | 1.04 | -0.47 | -1.06 | -0.53 | 2.22 | 1.07 | 0.38 | 3.91 | 0.31 | -0.08 |
| Standard Deviation(%) | NA | 40.34 | 37.99 | 42.89 | 39.16 | NA | NA | … | … | 48.64 | 38.37 | 33.94 | 37.22 | 60.00 | 36.67 | 52.14 | 25.39 | 33.93 | 22.11 | 28.19 | 34.89 |
| Draw Down(%) | NA | 49.92 | 57.34 | 87.30 | 87.30 | NA | NA | … | … | 34.66 | 37.47 | 15.75 | 42.05 | 65.35 | 41.88 | 31.19 | 20.33 | 18.93 | 9.67 | 17.23 | 24.31 |
| Yield(%) | 0.00 | 0.38 | 0.14 | 0.02 | 0.07 | 0.05 | 0.04 | … | … | 0.48 | 0.16 | 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 07/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYPL (PayPal Holdings, Inc.) |
-41.61%
Jun 2021 – Jun 2024 |
-29.59%
May 2021 – May 2026 |
1.65%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYPL (PayPal Holdings, Inc.) |
52.05%
Apr 2018 – Apr 2021 |
51.51%
Jun 2016 – Jun 2021 |
8.01%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart