Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDS (Telephone and Data Systems, Inc.) | 25.50% | 52.65% | 99.84% | 18.15% | 9.04% | 6.09% | 3.54% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDS (Telephone and Data Systems, Inc.) | 12/15/1981 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 52.65 | 99.84 | 18.15 | 9.04 | 6.09 | 3.54 | … | … | 25.50 | 20.73 | 89.02 | 86.26 | -45.27 | 12.04 | -24.32 | -19.98 | 19.58 | -1.46 | 13.92 | 4.71 | 0.08 | 18.90 | -12.65 | -27.92 | 9.22 | 8.40 | -48.72 | 15.95 | 52.12 | -7.84 | 24.11 | 34.73 | -47.14 | 0.29 | -28.24 | 180.39 | -3.49 | 28.45 | -8.23 | -14.36 | -11.51 | 28.31 | 14.44 | 3.65 | -26.15 | 69.41 | 44.71 | 54.42 | 37.38 | 46.58 | -19.78 | -17.27 | 71.88 | 6.67 |
| Sharpe Ratio | NA | 1.24 | 1.56 | 0.27 | 0.15 | NA | NA | … | … | 1.38 | 0.52 | 1.43 | 0.94 | -0.99 | 0.34 | -0.45 | -0.56 | 0.50 | -0.08 | 0.50 | 0.16 | 0.00 | 0.71 | -0.40 | -0.73 | 0.36 | 0.22 | -0.75 | 0.43 | 2.80 | -0.48 | 1.07 | 1.38 | -1.21 | -0.07 | -0.66 | 5.82 | -0.21 | 1.06 | -0.57 | -0.91 | -0.62 | 1.10 | 0.48 | -0.01 | -0.73 | 2.05 | 0.81 | 1.06 | 1.05 | 1.41 | -0.91 | -0.61 | 1.24 | 7.76 |
| Standard Deviation(%) | NA | 37.46 | 62.49 | 57.40 | 48.70 | NA | NA | … | … | 47.93 | 34.36 | 59.68 | 88.66 | 47.36 | 35.32 | 54.44 | 38.50 | 36.50 | 26.28 | 27.42 | 28.40 | 27.43 | 26.43 | 32.09 | 38.41 | 25.43 | 38.37 | 66.40 | 30.05 | 17.49 | 20.99 | 21.57 | 24.71 | 39.94 | 30.30 | 49.34 | 30.40 | 32.41 | 23.29 | 20.55 | 20.12 | 23.38 | 23.65 | 24.89 | 28.13 | 42.91 | 30.98 | 48.98 | 47.20 | 31.36 | 29.18 | 29.39 | 38.76 | 51.46 | 42.51 |
| Draw Down(%) | NA | 18.27 | 33.36 | 72.54 | 78.98 | NA | NA | … | … | 18.27 | 21.17 | 30.13 | 51.92 | 51.24 | 33.50 | 40.04 | 39.41 | 17.29 | 23.30 | 20.70 | 18.69 | 19.61 | 21.23 | 33.39 | 45.73 | 18.34 | 31.20 | 64.53 | 23.56 | 7.31 | 19.40 | 14.70 | 25.75 | 51.41 | 21.62 | 34.21 | 14.79 | 37.61 | 13.39 | 28.21 | 22.43 | 31.18 | 17.88 | 24.77 | 25.94 | 53.19 | 19.89 | 33.10 | 45.57 | 18.60 | 14.12 | 40.00 | 33.85 | 32.81 | 5.00 |
| Yield(%) | 0.00 | 30.78 | 54.74 | 9.73 | 5.54 | 4.29 | 2.78 | … | … | 25.07 | 0.46 | 1.71 | 6.72 | 3.50 | 3.74 | 2.69 | 2.00 | 2.29 | 2.04 | 2.36 | 2.23 | 2.09 | 2.24 | 2.04 | 1.28 | 1.31 | 1.31 | 0.66 | 0.71 | 1.02 | 0.90 | 1.06 | 1.29 | 0.64 | 0.62 | 0.41 | 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 12/15/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDS (Telephone and Data Systems, Inc.) |
-28.24%
May 2020 – May 2023 |
-20.81%
May 2018 – May 2023 |
-9.20%
May 2013 – May 2023 |
-10.13%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDS (Telephone and Data Systems, Inc.) |
100.97%
May 2023 – May 2026 |
50.12%
Dec 1984 – Dec 1989 |
25.41%
Feb 1982 – Feb 1992 |
23.67%
Nov 1984 – Nov 1999 |
Annualized Rolling Returns Comparison Chart