Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SON (Sonoco Products Company) | 11.82% | 11.75% | -4.18% | -3.06% | 3.52% | 6.12% | 5.73% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SON (Sonoco Products Company) | 03/17/1980 | 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 | 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 (%) | -3.39 | 11.75 | -4.18 | -3.06 | 3.52 | 6.12 | 5.73 | … | … | 11.82 | -6.30 | -9.12 | -4.69 | 8.30 | 0.53 | -0.73 | 19.53 | 3.06 | 3.92 | 33.93 | -2.70 | 8.03 | 45.17 | -6.29 | 1.36 | 19.24 | 32.22 | -26.46 | -11.68 | 33.24 | 2.49 | 24.59 | 11.65 | -10.86 | 27.05 | -1.10 | -23.21 | -14.59 | 34.06 | -1.43 | 32.30 | -0.57 | -7.85 | 38.41 | 6.15 | -12.16 | 8.03 | 61.18 | 11.84 | 23.58 | 56.69 | -10.80 | 34.35 | 35.05 | 38.57 | 22.81 |
| Sharpe Ratio | NA | 0.28 | -0.24 | -0.20 | 0.08 | NA | NA | … | … | 0.84 | -0.32 | -0.67 | -0.38 | 0.25 | 0.03 | -0.02 | 1.08 | 0.09 | 0.22 | 1.79 | -0.15 | 0.52 | 3.02 | -0.36 | 0.05 | 0.80 | 0.82 | -0.63 | -0.48 | 1.45 | 0.01 | 1.23 | 0.55 | -0.36 | 0.77 | -0.13 | -0.68 | -0.56 | 1.40 | -0.28 | 1.15 | -0.12 | -0.33 | 1.48 | 0.10 | -0.63 | 0.10 | 2.01 | 0.18 | 0.94 | 2.42 | -0.91 | 1.46 | 1.03 | 1.28 | 1.21 |
| Standard Deviation(%) | NA | 31.65 | 26.80 | 25.82 | 25.80 | NA | NA | … | … | 41.22 | 28.99 | 19.00 | 22.35 | 27.29 | 19.89 | 46.11 | 16.76 | 18.77 | 14.75 | 18.87 | 18.69 | 15.35 | 14.94 | 17.76 | 24.76 | 23.94 | 39.19 | 43.74 | 31.01 | 20.71 | 19.74 | 19.14 | 19.96 | 33.57 | 32.47 | 40.71 | 38.93 | 32.39 | 21.62 | 18.21 | 24.59 | 30.10 | 29.95 | 24.00 | 23.15 | 27.84 | 20.70 | 27.86 | 41.26 | 20.29 | 21.11 | 19.58 | 19.06 | 26.18 | 21.77 | 17.68 |
| Draw Down(%) | NA | 18.40 | 32.46 | 32.94 | 41.57 | NA | NA | … | … | 18.40 | 18.39 | 21.35 | 20.37 | 21.97 | 19.24 | 38.07 | 15.76 | 15.06 | 12.64 | 9.44 | 19.09 | 14.45 | 5.07 | 14.45 | 24.36 | 13.92 | 30.33 | 39.88 | 35.48 | 13.25 | 13.70 | 8.92 | 16.93 | 32.22 | 21.71 | 25.26 | 29.65 | 47.59 | 11.31 | 16.19 | 17.03 | 22.55 | 18.69 | 13.02 | 24.03 | 33.11 | 13.73 | 15.27 | 37.70 | 10.59 | 16.53 | 19.35 | 12.21 | 19.23 | 23.33 | 10.53 |
| Yield(%) | 0.00 | 4.76 | 3.39 | 2.99 | 3.90 | 5.11 | 4.86 | … | … | 2.41 | 4.39 | 3.63 | 3.35 | 3.34 | 3.08 | 2.83 | 3.25 | 3.01 | 2.89 | 4.55 | 3.96 | 3.05 | 4.05 | 3.59 | 3.32 | 3.69 | 4.48 | 3.26 | 2.65 | 3.25 | 3.11 | 3.54 | 3.61 | 3.15 | 3.75 | 3.61 | 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 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SON (Sonoco Products Company) |
-18.22%
Nov 1997 – Nov 2000 |
-10.12%
Mar 1998 – Mar 2003 |
-0.58%
Mar 1998 – Mar 2008 |
0.99%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SON (Sonoco Products Company) |
42.70%
Apr 1980 – Apr 1983 |
38.96%
Jun 1982 – Jun 1987 |
25.46%
Apr 1980 – Apr 1990 |
20.33%
Sep 1980 – Sep 1995 |
Annualized Rolling Returns Comparison Chart