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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SJM (The J. M. Smucker Company) -3.58% -0.84% -4.31% 2.92% 2.60% 6.54% 7.42% 7.77%
Data as of 07/03/2025, AR inception is 10/31/1994
More Performance Analytics Comparison
Name Start Date End Date
SJM (The J. M. Smucker Company) 10/31/1994 07/03/2025
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
Annualized Return (%) 8.26 -0.84 -4.31 2.92 2.60 6.54 7.42 7.77 -3.58 -9.61 -17.79 20.06 21.05 14.50 14.90 -22.58 -0.49 6.03 25.01 -0.14 22.73 13.14 22.16 9.09 46.68 -4.89 8.50 12.99 -4.42 6.11 16.34 14.93 29.50 48.11 -21.21 4.76 34.04 -19.89 -8.33 1.05
Sharpe Ratio NA -0.14 -0.32 0.04 0.05 NA NA 0.24 -0.29 -0.71 -1.14 0.79 0.98 0.44 0.64 -0.94 -0.05 0.29 1.26 -0.01 1.31 0.78 1.07 0.56 1.90 -0.16 0.24 0.49 -0.48 0.31 0.73 0.41 0.71 1.21 -1.15 0.06 0.87 -0.81 -0.44 0.10
Standard Deviation(%) NA 29.65 23.49 23.60 23.99 NA NA 24.93 35.43 22.74 19.53 23.80 21.36 32.59 21.03 25.53 20.57 19.95 19.77 15.38 17.31 16.83 20.70 15.94 24.48 35.49 23.08 19.78 13.66 16.77 21.40 33.59 39.22 36.26 21.19 25.11 34.87 28.74 27.49 26.91
Draw Down(%) NA 20.30 36.66 36.66 36.71 NA NA 48.49 19.57 18.20 32.06 15.54 14.16 19.41 19.02 27.60 28.66 19.70 12.29 10.85 11.27 11.27 14.83 12.86 25.32 25.30 22.27 17.72 13.39 22.28 18.62 19.59 18.91 22.41 26.21 25.89 19.57 25.84 26.80 7.85
Yield(%) 0.00 3.96 3.20 3.82 3.33 5.09 6.13 8.71 1.94 3.30 2.62 2.94 3.27 3.49 3.69 2.63 2.37 2.32 2.61 2.39 2.45 2.59 2.81 2.49 3.15 12.28 2.39 2.45 2.26 2.17 2.18 2.05 2.42 3.29 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/03/2025, AR inception is 10/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SJM (The J. M. Smucker Company) -9.26%
Aug 1997 - Aug 2000
-5.97%
Feb 1995 - Feb 2000
1.97%
Jun 2015 - Jun 2025
6.21%
Jun 2010 - Jun 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SJM (The J. M. Smucker Company) 35.14%
Jan 2000 - Jan 2003
28.36%
Apr 2000 - Apr 2005
18.25%
Apr 2000 - Apr 2010
17.66%
Apr 2000 - Apr 2015
Annualized Rolling Returns Comparison Chart