Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEL (TE Connectivity plc) | -2.30% | 38.10% | 23.11% | 11.41% | 15.56% | 14.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEL (TE Connectivity plc) | 06/14/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.95 | 38.10 | 23.11 | 11.41 | 15.56 | 14.79 | NA | … | … | -2.30 | 61.60 | 3.51 | 24.62 | -27.66 | 35.12 | 28.97 | 29.38 | -18.87 | 37.10 | 9.76 | 4.15 | 16.91 | 51.57 | 23.35 | -11.14 | 47.53 | 56.79 | -55.47 | -4.05 |
| Sharpe Ratio | NA | 0.94 | 0.69 | 0.31 | 0.48 | NA | NA | … | … | -0.38 | 1.92 | -0.01 | 1.00 | -0.87 | 1.45 | 0.59 | 1.22 | -0.89 | 2.40 | 0.42 | 0.19 | 0.82 | 2.65 | 0.97 | -0.34 | 1.55 | 1.01 | -1.02 | -0.35 |
| Standard Deviation(%) | NA | 33.31 | 27.52 | 27.94 | 28.41 | NA | NA | … | … | 40.74 | 30.66 | 20.71 | 21.16 | 33.40 | 24.13 | 48.18 | 22.81 | 22.92 | 15.27 | 22.68 | 21.17 | 20.49 | 19.46 | 24.14 | 33.05 | 30.66 | 56.25 | 55.11 | 28.54 |
| Draw Down(%) | NA | 20.85 | 22.60 | 34.26 | 47.71 | NA | NA | … | … | 20.83 | 21.96 | 11.08 | 19.66 | 33.70 | 10.27 | 46.85 | 11.82 | 32.09 | 6.74 | 19.10 | 24.01 | 20.41 | 8.06 | 17.77 | 28.31 | 25.33 | 57.21 | 67.29 | 21.88 |
| Yield(%) | 0.00 | 1.80 | 2.14 | 1.77 | 3.45 | 4.82 | 3.68 | … | … | 0.64 | 1.98 | 1.83 | 2.03 | 1.35 | 1.65 | 1.97 | 2.42 | 1.80 | 2.28 | 2.27 | 2.03 | 2.06 | 2.52 | 2.57 | 1.93 | 2.56 | 3.71 | 1.58 | 0.36 |
Data as of 06/04/2026, Common starting date is 06/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEL (TE Connectivity plc) |
-8.97%
Aug 2007 – Aug 2010 |
-0.91%
Mar 2015 – Mar 2020 |
8.85%
Mar 2015 – Mar 2025 |
9.86%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEL (TE Connectivity plc) |
60.71%
Feb 2009 – Feb 2012 |
47.36%
Feb 2009 – Feb 2014 |
26.58%
Feb 2009 – Feb 2019 |
22.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart