Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| T (AT&T Inc.) | 21.44% | 50.74% | 15.73% | 10.05% | 3.37% | 6.39% | 6.31% | 7.56% |
Data as of 07/15/2025, AR inception is 11/21/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T (AT&T Inc.) | 11/21/1983 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.49 | 50.74 | 15.73 | 10.05 | 3.37 | 6.39 | 6.31 | 7.56 | 21.44 | 44.08 | -2.74 | 5.76 | -8.09 | -40.61 | 45.55 | -22.25 | -4.01 | 29.88 | 8.33 | 0.65 | 9.76 | 17.51 | 9.01 | 11.63 | 4.82 | -28.01 | 20.58 | 53.17 | 0.25 | 3.74 | 1.06 | -28.30 | -16.06 | 0.08 | -9.09 | 46.42 | 41.20 | -9.39 | 41.80 | -2.71 | 12.16 | 14.51 | 15.40 | -12.33 | 58.20 | 17.45 | -8.13 | 31.29 | 20.85 | 20.17 | -4.46 |
| Sharpe Ratio | NA | 1.90 | 0.49 | 0.33 | 0.08 | NA | NA | 0.20 | 1.63 | 1.85 | -0.26 | 0.16 | -0.42 | -0.90 | 2.44 | -1.00 | -0.27 | 2.04 | 0.53 | 0.04 | 0.64 | 1.27 | 0.49 | 0.77 | 0.18 | -0.64 | 0.78 | 2.97 | -0.15 | 0.15 | 0.01 | -0.68 | -0.55 | -0.09 | -0.34 | 1.29 | 1.42 | -0.61 | 1.93 | -0.25 | 0.47 | 0.71 | 0.54 | -0.75 | 2.62 | 0.63 | -0.42 | 1.44 | 1.10 | 0.82 | -4.20 |
| Standard Deviation(%) | NA | 23.68 | 24.61 | 23.56 | 24.84 | NA | NA | 25.12 | 25.56 | 20.25 | 27.15 | 27.41 | 19.30 | 45.07 | 18.11 | 23.66 | 17.01 | 14.52 | 15.73 | 14.31 | 15.23 | 13.86 | 18.23 | 15.05 | 26.33 | 44.88 | 22.60 | 16.87 | 12.86 | 19.03 | 33.71 | 43.06 | 33.79 | 44.54 | 36.01 | 33.51 | 26.33 | 21.05 | 19.66 | 22.96 | 21.20 | 16.96 | 21.38 | 23.44 | 20.02 | 20.29 | 28.82 | 18.71 | 14.20 | 16.37 | 9.79 |
| Draw Down(%) | NA | 8.57 | 32.01 | 36.68 | 56.46 | NA | NA | 64.62 | 7.73 | 9.35 | 32.01 | 29.23 | 29.47 | 47.96 | 6.18 | 26.97 | 19.95 | 15.71 | 10.92 | 11.01 | 13.48 | 12.56 | 12.37 | 12.88 | 25.06 | 43.37 | 14.41 | 11.95 | 10.27 | 14.49 | 37.41 | 48.83 | 27.34 | 26.90 | 25.24 | 19.29 | 14.01 | 22.92 | 9.12 | 12.71 | 14.21 | 13.17 | 13.35 | 26.64 | 9.19 | 11.97 | 26.82 | 11.65 | 13.92 | 16.32 | 5.48 |
| Yield(%) | 0.00 | 4.48 | 4.95 | 5.26 | 4.51 | 6.56 | 6.67 | 18.39 | 2.43 | 6.43 | 5.92 | 6.38 | 7.06 | 4.37 | 6.91 | 5.19 | 4.56 | 5.59 | 5.55 | 5.26 | 5.14 | 5.79 | 5.80 | 5.88 | 5.57 | 3.90 | 4.06 | 5.39 | 5.04 | 4.78 | 4.21 | 2.67 | 2.03 | 2.14 | 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 07/15/2025, AR inception is 11/21/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T (AT&T Inc.) |
-25.06%
Sep 1999 - Sep 2002 |
-13.39%
Jun 1999 - Jun 2004 |
-4.43%
Jun 1999 - Jun 2009 |
-1.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T (AT&T Inc.) |
33.05%
Jun 1996 - Jun 1999 |
22.94%
Jul 1984 - Jul 1989 |
18.18%
Dec 1988 - Dec 1998 |
18.31%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart