Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWK (Stanley Black & Decker, Inc.) | 7.96% | 25.04% | 3.73% | -15.04% | -1.00% | 3.55% | 5.24% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWK (Stanley Black & Decker, Inc.) | 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 (%) | 0.05 | 25.04 | 3.73 | -15.04 | -1.00 | 3.55 | 5.24 | … | … | 7.96 | -3.17 | -15.19 | 35.55 | -58.92 | 7.28 | 9.73 | 41.26 | -28.13 | 50.50 | 9.64 | 13.44 | 21.84 | 11.80 | 12.34 | 3.57 | 32.93 | 56.61 | -27.51 | -1.46 | 7.18 | 0.50 | 32.66 | 13.57 | -23.82 | 52.98 | 7.30 | 8.56 | -41.19 | 74.77 | 4.85 | 44.06 | -19.66 | 4.71 | 3.98 | 40.95 | -25.64 | 36.84 | 10.14 | 1.47 | -20.31 | 23.67 | -5.05 | 11.22 | 40.00 | 0.00 | 11.11 |
| Sharpe Ratio | NA | 0.60 | 0.03 | -0.47 | -0.07 | NA | NA | … | … | 0.46 | -0.14 | -0.60 | 0.94 | -1.39 | 0.30 | 0.15 | 1.22 | -1.05 | 3.54 | 0.46 | 0.68 | 1.26 | 0.49 | 0.45 | 0.09 | 1.10 | 1.27 | -0.58 | -0.18 | 0.17 | -0.08 | 1.29 | 0.41 | -0.70 | 1.47 | 0.08 | 0.16 | -1.23 | 2.23 | 0.04 | 1.88 | -1.18 | 0.11 | 0.05 | 1.26 | -1.16 | 1.30 | 0.17 | -0.06 | -0.50 | 0.81 | -0.38 | 0.13 | 0.78 | -0.31 | 0.17 |
| Standard Deviation(%) | NA | 37.23 | 37.70 | 37.62 | 36.75 | NA | NA | … | … | 39.84 | 45.01 | 31.47 | 34.12 | 43.61 | 24.10 | 62.38 | 32.65 | 28.30 | 14.14 | 20.37 | 19.68 | 17.28 | 24.07 | 27.63 | 38.73 | 29.82 | 44.44 | 48.98 | 25.41 | 22.91 | 23.12 | 24.51 | 31.20 | 35.55 | 34.97 | 37.34 | 33.44 | 36.20 | 31.66 | 30.74 | 21.35 | 19.28 | 22.44 | 28.09 | 29.18 | 26.80 | 23.82 | 30.17 | 44.77 | 49.28 | 22.34 | 31.58 | 37.91 | 40.88 | 34.03 | 34.97 |
| Draw Down(%) | NA | 26.14 | 48.31 | 70.79 | 71.31 | NA | NA | … | … | 26.14 | 37.60 | 27.54 | 25.08 | 62.55 | 21.57 | 58.05 | 16.89 | 37.53 | 7.26 | 15.54 | 12.49 | 13.00 | 19.48 | 26.69 | 37.36 | 23.36 | 36.71 | 49.67 | 24.88 | 22.34 | 13.35 | 11.65 | 41.17 | 44.68 | 26.14 | 35.15 | 34.81 | 56.54 | 12.30 | 23.14 | 11.68 | 20.51 | 18.73 | 28.80 | 17.19 | 33.02 | 15.29 | 22.00 | 39.58 | 46.85 | 12.03 | 33.05 | 20.39 | 27.14 | 25.44 | 18.99 |
| Yield(%) | 0.00 | 3.79 | 3.79 | 1.51 | 2.51 | 3.73 | 4.74 | … | … | 1.09 | 4.13 | 3.32 | 4.23 | 1.71 | 1.76 | 1.65 | 2.30 | 1.53 | 2.09 | 2.16 | 2.23 | 2.54 | 2.62 | 2.56 | 2.41 | 2.54 | 3.67 | 2.71 | 2.40 | 2.45 | 2.38 | 2.91 | 2.86 | 2.15 | 3.06 | 3.13 | 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 |
|---|---|---|---|---|
| SWK (Stanley Black & Decker, Inc.) |
-24.60%
Jun 2021 – Jun 2024 |
-15.82%
Mar 2021 – Mar 2026 |
-2.55%
Apr 2015 – Apr 2025 |
2.08%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWK (Stanley Black & Decker, Inc.) |
46.14%
Feb 2009 – Feb 2012 |
28.85%
Feb 2009 – Feb 2014 |
20.13%
Feb 2009 – Feb 2019 |
16.00%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart