Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 4 Stocks With Pricing Power | -0.18% | 5.40% | 0.78% | 7.72% | 11.19% | NA | NA | 13.17% |
Data as of 01/08/2025, AR inception is 01/19/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 4 Stocks With Pricing Power | 01/19/2010 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 5.40 | 0.78 | 7.72 | 11.19 | NA | NA | 13.17 | -0.18 | 2.93 | 14.81 | -12.53 | 11.51 | 26.53 | 36.13 | -4.11 | 29.76 | 14.26 | 0.64 | 6.78 | 19.12 | 25.36 | -0.83 | 26.10 |
| Sharpe Ratio | NA | -0.06 | -0.16 | 0.20 | 0.44 | NA | NA | 0.51 | -0.01 | -0.19 | 0.53 | -0.49 | 0.63 | 0.70 | 2.16 | -0.22 | 2.96 | 0.85 | 0.03 | 0.49 | 1.29 | 1.31 | -0.03 | 1.02 |
| Standard Deviation(%) | NA | 19.13 | 22.83 | 25.63 | 22.05 | NA | NA | 22.11 | 17.68 | 19.23 | 19.74 | 28.37 | 18.17 | 37.33 | 16.05 | 24.57 | 9.86 | 16.56 | 18.80 | 13.70 | 14.82 | 19.25 | 32.52 | 25.41 |
| Draw Down(%) | NA | 18.41 | 30.18 | 35.76 | 35.76 | NA | NA | 35.76 | 1.15 | 18.41 | 20.44 | 30.70 | 12.78 | 35.76 | 9.95 | 22.65 | 3.67 | 9.66 | 16.09 | 10.99 | 8.60 | 14.95 | 30.67 | 15.77 |
| Yield(%) | NA | 1.98 | 1.70 | 1.77 | 2.09 | NA | NA | 2.33 | NA | 1.25 | 1.86 | 1.50 | 1.32 | 1.56 | 1.74 | 0.40 | 0.50 | 4.96 | 4.38 | 3.12 | 2.31 | 2.88 | 2.44 | 2.40 |
Data as of 01/08/2025, AR inception is 01/19/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 4 Stocks With Pricing Power |
-0.09%
Jul 2021 - Jul 2024 |
6.85%
Mar 2015 - Mar 2020 |
10.15%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 4 Stocks With Pricing Power |
24.84%
May 2018 - May 2021 |
23.40%
May 2016 - May 2021 |
17.08%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart