Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOL (Toll Brothers, Inc.) | -5.41% | -16.39% | 35.07% | 26.80% | 12.84% | 14.10% | 4.33% | 12.13% |
Data as of 07/31/2025, AR inception is 07/08/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOL (Toll Brothers, Inc.) | 07/08/1986 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | -16.39 | 35.07 | 26.80 | 12.84 | 14.10 | 4.33 | 12.13 | -5.41 | 23.45 | 108.62 | -29.97 | 68.43 | 11.53 | 21.40 | -30.69 | 55.85 | -6.91 | -2.83 | -7.38 | 14.44 | 58.33 | 7.47 | 1.01 | -12.23 | 6.83 | -37.76 | -6.96 | 0.98 | 72.56 | 96.83 | -7.97 | 7.40 | 119.46 | -17.45 | -15.65 | 37.18 | -15.22 | 130.00 | -41.61 | 28.04 | 18.89 | 328.57 | -19.23 | -31.58 | -9.52 | -38.69 | 42.71 |
| Sharpe Ratio | NA | -0.26 | 0.98 | 0.70 | 0.30 | NA | NA | 0.22 | -0.15 | 0.56 | 3.51 | -0.71 | 1.96 | 0.14 | 0.80 | -0.92 | 2.60 | -0.23 | -0.11 | -0.33 | 0.41 | 1.67 | 0.19 | 0.03 | -0.22 | 0.08 | -1.01 | -0.28 | -0.03 | 2.12 | 2.56 | -0.19 | 0.10 | 2.46 | -0.62 | -0.44 | 1.08 | -0.53 | 3.28 | -1.22 | 0.54 | 0.29 | 4.55 | -0.36 | -0.78 | -0.28 | -0.45 | 2.06 |
| Standard Deviation(%) | NA | 37.53 | 35.30 | 37.46 | 41.03 | NA | NA | 46.28 | 39.19 | 35.45 | 30.23 | 44.23 | 34.90 | 83.15 | 24.98 | 35.10 | 21.29 | 30.77 | 26.67 | 22.57 | 35.16 | 35.15 | 38.49 | 32.30 | 55.30 | 70.85 | 40.70 | 36.62 | 40.71 | 33.68 | 37.61 | 48.16 | 50.70 | 46.88 | 33.82 | 43.95 | 30.79 | 35.60 | 38.43 | 36.64 | 47.94 | 55.50 | 70.78 | 69.38 | 47.94 | 50.69 | 96.03 | 50.05 |
| Draw Down(%) | NA | 45.97 | 45.97 | 45.97 | 73.11 | NA | NA | 85.43 | 35.67 | 26.22 | 18.45 | 43.49 | 20.95 | 71.98 | 11.35 | 44.44 | 9.47 | 27.63 | 21.56 | 26.22 | 20.75 | 18.39 | 37.21 | 30.80 | 36.65 | 44.49 | 48.71 | 43.18 | 42.28 | 22.81 | 18.80 | 42.73 | 38.64 | 18.75 | 33.59 | 39.40 | 14.22 | 34.78 | 17.43 | 52.56 | 42.75 | 44.55 | 29.41 | 41.94 | 48.94 | 48.39 | 70.85 | 24.24 |
| Yield(%) | 0.00 | 0.67 | 1.79 | 2.07 | 1.38 | 1.99 | 0.48 | 13.79 | 0.59 | 0.89 | 1.64 | 1.10 | 1.45 | 1.10 | 1.32 | 0.85 | 0.77 | 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 | 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 07/31/2025, AR inception is 07/08/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOL (Toll Brothers, Inc.) |
-38.66%
Sep 1987 - Sep 1990 |
-20.72%
Jul 2005 - Jul 2010 |
-3.47%
Jul 2005 - Jul 2015 |
-4.47%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOL (Toll Brothers, Inc.) |
91.80%
Nov 1990 - Nov 1993 |
60.32%
Feb 2000 - Feb 2005 |
33.31%
Nov 1990 - Nov 2000 |
33.86%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart