Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) | 4.36% | 26.75% | 20.41% | 17.57% | 19.80% | 26.02% | NA | 13.86% |
Data as of 07/16/2025, AR inception is 04/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMUS (T-Mobile US, Inc.) | 04/19/2007 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 26.75 | 20.41 | 17.57 | 19.80 | 26.02 | NA | 13.86 | 4.36 | 39.70 | 15.02 | 20.71 | -13.99 | 72.28 | 23.28 | 0.16 | 10.43 | 47.01 | 45.21 | -19.92 | 308.08 | 14.52 | -31.27 | 65.53 | -48.62 | -23.65 | -29.01 |
| Sharpe Ratio | NA | 0.93 | 0.75 | 0.62 | 0.68 | NA | NA | 0.30 | 0.14 | 2.08 | 0.61 | 0.66 | -0.59 | 1.76 | 1.06 | -0.05 | 0.43 | 1.68 | 1.69 | -0.64 | 5.16 | 0.25 | -0.47 | 1.58 | -0.75 | -0.40 | -0.57 |
| Standard Deviation(%) | NA | 27.81 | 22.27 | 24.07 | 26.61 | NA | NA | 42.70 | 32.28 | 17.35 | 18.88 | 29.31 | 23.86 | 40.65 | 20.56 | 25.12 | 22.69 | 27.87 | 26.76 | 31.31 | 59.71 | 59.12 | 66.39 | 41.30 | 65.36 | 60.98 | 72.69 |
| Draw Down(%) | NA | 18.70 | 18.70 | 31.99 | 31.99 | NA | NA | 86.29 | 18.70 | 11.72 | 16.18 | 12.38 | 28.57 | 26.04 | 11.43 | 15.27 | 18.97 | 16.51 | 19.68 | 29.52 | 10.23 | 53.46 | 59.82 | 30.79 | 68.80 | 50.94 | 62.56 |
| Yield(%) | 0.00 | 1.80 | 1.30 | 1.00 | 1.36 | 3.50 | 0.85 | 0.94 | 0.80 | 1.75 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 04/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) |
-37.48%
Jul 2007 - Jul 2010 |
-29.07%
May 2007 - May 2012 |
7.34%
Jul 2007 - Jul 2017 |
10.57%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMUS (T-Mobile US, Inc.) |
97.70%
Jun 2012 - Jun 2015 |
66.26%
May 2012 - May 2017 |
38.97%
Jun 2012 - Jun 2022 |
30.46%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart