Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Solid Dow Dividends With Least European Exposure | -0.29% | 6.28% | -13.13% | -5.75% | -1.26% | 2.57% | 3.01% | 3.28% |
Data as of 01/08/2025, AR inception is 06/11/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Solid Dow Dividends With Least European Exposure | 06/11/2004 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 6.28 | -13.13 | -5.75 | -1.26 | 2.57 | 3.01 | 3.28 | -0.29 | 6.01 | -32.16 | -9.34 | 11.02 | 2.84 | 14.23 | -7.86 | 9.01 | 5.51 | -0.63 | -0.47 | 31.94 | 3.10 | 10.35 | 13.66 | 19.04 | -30.79 | 11.18 | 19.27 | 7.51 | 7.17 |
| Sharpe Ratio | NA | -0.04 | -0.60 | -0.34 | -0.16 | NA | NA | 0.10 | -0.07 | -0.08 | -0.75 | -0.97 | 1.46 | 0.13 | 2.38 | -1.07 | 1.87 | 0.60 | -0.07 | -0.06 | 2.83 | 0.20 | 0.45 | 0.69 | 0.66 | -0.74 | 0.49 | 1.41 | 0.45 | 0.59 |
| Standard Deviation(%) | NA | 7.00 | 29.00 | 24.47 | 18.08 | NA | NA | 19.60 | 4.91 | 7.03 | 48.62 | 11.06 | 7.51 | 20.46 | 5.38 | 8.57 | 4.49 | 8.83 | 8.76 | 8.64 | 11.29 | 15.29 | 23.11 | 19.70 | 28.75 | 42.82 | 16.69 | 11.39 | 11.85 | 10.99 |
| Draw Down(%) | NA | 4.68 | 44.92 | 44.97 | 44.97 | NA | NA | 51.12 | 0.57 | 4.68 | 42.21 | 16.06 | 3.35 | 24.65 | 3.05 | 12.45 | 1.70 | 5.77 | 9.00 | 9.53 | 6.61 | 11.17 | 18.11 | 18.75 | 28.95 | 41.38 | 9.86 | 9.59 | 7.70 | 6.80 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.04 | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/08/2025, AR inception is 06/11/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Solid Dow Dividends With Least European Exposure |
-13.59%
Apr 2021 - Apr 2024 |
-7.05%
May 2018 - May 2023 |
-2.05%
Oct 2013 - Oct 2023 |
0.87%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Solid Dow Dividends With Least European Exposure |
25.15%
Feb 2009 - Feb 2012 |
19.13%
Feb 2009 - Feb 2014 |
10.71%
Feb 2009 - Feb 2019 |
6.23%
Jul 2004 - Jul 2019 |
Annualized Rolling Returns Comparison Chart