Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCI (Service Corporation International) | -1.31% | 5.50% | 4.48% | 16.90% | 12.03% | 18.89% | 13.69% | 9.65% |
Data as of 07/22/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCI (Service Corporation International) | 03/17/1980 | 07/22/2025 |
| 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 | 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 (%) | -0.53 | 5.50 | 4.48 | 16.90 | 12.03 | 18.89 | 13.69 | 9.65 | -1.31 | 18.42 | 0.74 | -1.04 | 46.81 | 8.58 | 16.22 | 9.73 | 33.69 | 11.33 | 16.47 | 27.27 | 33.31 | 32.65 | 31.55 | 2.67 | 70.09 | -64.02 | 38.45 | 26.82 | 10.84 | 38.22 | 62.35 | -33.47 | 185.14 | -74.77 | -81.77 | 3.57 | 31.25 | 27.27 | 58.56 | 5.71 | 43.84 | 1.39 | 20.00 | 44.00 | -10.71 | -20.00 | -41.08 | 18.80 | 7.76 | -17.14 | 12.30 | 88.89 | 54.69 | 103.17 |
| Sharpe Ratio | NA | 0.23 | 0.14 | 0.61 | 0.43 | NA | NA | 0.17 | -0.06 | 0.71 | -0.12 | -0.08 | 2.03 | 0.19 | 0.81 | 0.40 | 2.05 | 0.54 | 0.79 | 1.58 | 1.86 | 1.60 | 0.83 | 0.09 | 1.31 | -1.25 | 1.48 | 1.06 | 0.41 | 1.32 | 1.43 | -0.43 | 2.43 | -0.82 | -1.02 | 0.00 | 0.93 | 0.99 | 2.48 | 0.12 | 1.61 | -0.05 | 0.54 | 1.26 | -0.51 | -0.74 | -0.69 | 0.49 | 0.05 | -0.52 | 0.16 | 2.14 | 0.95 | 3.39 |
| Standard Deviation(%) | NA | 24.33 | 24.88 | 25.22 | 25.35 | NA | NA | 40.27 | 25.84 | 20.81 | 24.66 | 31.04 | 23.05 | 42.67 | 18.13 | 20.80 | 16.15 | 20.44 | 20.83 | 17.28 | 17.90 | 20.50 | 38.19 | 27.85 | 53.36 | 51.77 | 23.97 | 22.17 | 21.05 | 28.30 | 43.07 | 81.28 | 77.07 | 96.36 | 83.84 | 40.67 | 29.49 | 23.63 | 21.99 | 22.12 | 25.81 | 22.88 | 29.72 | 30.29 | 32.59 | 33.50 | 65.74 | 29.21 | 47.86 | 46.66 | 36.56 | 37.73 | 45.99 | 40.10 |
| Draw Down(%) | NA | 16.32 | 27.14 | 27.14 | 34.03 | NA | NA | 96.59 | 12.21 | 10.60 | 26.97 | 23.50 | 14.65 | 34.03 | 14.60 | 19.41 | 6.62 | 16.79 | 19.92 | 8.75 | 10.42 | 8.41 | 29.42 | 25.68 | 47.67 | 68.80 | 20.84 | 12.75 | 15.69 | 23.28 | 30.10 | 59.09 | 41.27 | 75.89 | 83.28 | 35.01 | 17.42 | 14.73 | 8.33 | 18.30 | 13.37 | 12.96 | 20.55 | 18.80 | 40.34 | 37.86 | 56.94 | 21.09 | 34.14 | 42.71 | 39.71 | 33.33 | 41.11 | 17.22 |
| Yield(%) | 0.00 | 1.65 | 1.61 | 2.71 | 2.82 | 8.59 | 6.14 | 59.57 | 0.83 | 1.74 | 1.65 | 1.47 | 1.81 | 1.69 | 1.79 | 1.80 | 2.01 | 2.00 | 1.95 | 1.86 | 1.91 | 2.62 | 2.29 | 1.93 | 3.16 | 1.15 | 1.14 | 1.23 | 1.03 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCI (Service Corporation International) |
-63.75%
Dec 1997 - Dec 2000 |
-42.02%
Mar 1998 - Mar 2003 |
-18.02%
Dec 1998 - Dec 2008 |
-11.21%
Dec 1985 - Dec 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCI (Service Corporation International) |
104.93%
Apr 1980 - Apr 1983 |
44.93%
Apr 1980 - Apr 1985 |
30.86%
Feb 2009 - Feb 2019 |
24.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart