Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYF (Synchrony Financial) | -14.47% | 24.35% | 32.13% | 9.71% | 11.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYF (Synchrony Financial) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 24.35 | 32.13 | 9.71 | 11.18 | NA | NA | … | … | -14.47 | 30.64 | 74.01 | 19.76 | -27.43 | 36.39 | 0.03 | 57.47 | -37.80 | 8.35 | 20.38 | 2.22 | 29.35 |
| Sharpe Ratio | NA | 0.75 | 0.92 | 0.23 | 0.24 | NA | NA | … | … | -0.95 | 0.73 | 2.06 | 0.49 | -0.66 | 1.06 | 0.00 | 2.47 | -1.31 | 0.27 | 0.66 | 0.09 | 4.42 |
| Standard Deviation(%) | NA | 29.31 | 34.43 | 36.67 | 39.87 | NA | NA | … | … | 34.42 | 38.11 | 34.15 | 33.00 | 43.88 | 34.15 | 76.13 | 22.65 | 30.12 | 28.20 | 30.66 | 23.50 | 19.31 |
| Draw Down(%) | NA | 27.61 | 37.75 | 46.65 | 66.35 | NA | NA | … | … | 27.61 | 37.75 | 15.71 | 28.19 | 43.55 | 16.03 | 64.62 | 13.70 | 43.56 | 29.56 | 26.89 | 18.01 | 6.36 |
| Yield(%) | 0.00 | 2.07 | 3.31 | 2.03 | 2.83 | 2.54 | 1.91 | … | … | 0.71 | 1.76 | 2.63 | 2.96 | 1.91 | 2.58 | 2.43 | 3.54 | 1.85 | 1.51 | 0.87 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYF (Synchrony Financial) |
-20.48%
Mar 2017 – Mar 2020 |
-10.45%
Mar 2015 – Mar 2020 |
7.52%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYF (Synchrony Financial) |
40.33%
Apr 2023 – Apr 2026 |
30.26%
Mar 2020 – Mar 2025 |
13.16%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart