Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TXN (Texas Instruments Incorporated) | 19.02% | 11.04% | 16.08% | 14.12% | 19.41% | 18.73% | 12.90% | 10.59% |
Data as of 07/10/2025, AR inception is 06/01/1972
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TXN (Texas Instruments Incorporated) | 06/01/1972 | 07/10/2025 |
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 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.69 | 11.04 | 16.08 | 14.12 | 19.41 | 18.73 | 12.90 | 10.59 | 19.02 | 13.14 | 6.41 | -9.86 | 17.53 | 31.72 | 39.56 | -7.16 | 46.77 | 36.72 | 5.17 | 25.11 | 46.27 | 8.71 | -8.89 | 27.09 | 71.84 | -52.74 | 17.01 | -9.82 | 30.78 | -15.90 | 96.59 | -46.19 | -40.75 | -1.79 | 125.69 | 90.28 | 41.18 | 23.79 | 37.56 | 17.91 | 36.19 | 51.63 | -19.08 | 5.92 | -12.50 | -26.46 | 41.59 | 11.97 | -11.72 | -13.80 | 2.97 | 67.24 | -33.40 | 37.75 | 9.52 | 9.20 | -28.50 | 8.60 | 39.74 | -37.09 | 18.21 | 11.32 |
Sharpe Ratio | NA | 0.22 | 0.43 | 0.42 | 0.58 | NA | NA | 0.20 | 0.74 | 0.24 | 0.09 | -0.35 | 0.66 | 0.73 | 1.43 | -0.27 | 2.91 | 1.74 | 0.19 | 1.23 | 2.49 | 0.34 | -0.31 | 1.03 | 1.95 | -1.14 | 0.57 | -0.48 | 0.99 | -0.47 | 2.16 | -0.73 | -0.61 | -0.08 | 2.31 | 1.72 | 0.71 | 0.46 | 0.77 | 0.41 | 0.83 | 1.45 | -0.61 | 0.02 | -0.59 | -0.90 | 0.69 | 0.28 | -0.60 | -0.81 | -0.06 | 1.75 | -1.74 | 0.89 | 0.11 | 0.16 | -1.41 | 0.21 | 1.07 | -1.04 | 0.37 | 0.68 |
Standard Deviation(%) | NA | 39.26 | 30.99 | 29.63 | 29.65 | NA | NA | 37.55 | 46.04 | 27.28 | 23.97 | 32.05 | 26.67 | 43.01 | 26.77 | 30.99 | 15.91 | 21.04 | 26.89 | 20.43 | 18.54 | 25.59 | 28.69 | 26.27 | 36.71 | 46.95 | 24.91 | 27.29 | 28.95 | 35.82 | 44.42 | 65.14 | 70.99 | 77.57 | 52.96 | 50.57 | 52.55 | 43.82 | 43.53 | 36.92 | 40.92 | 33.62 | 37.59 | 42.07 | 30.94 | 34.56 | 53.84 | 27.39 | 28.18 | 25.25 | 49.95 | 33.89 | 24.88 | 33.13 | 22.65 | 25.50 | 22.78 | 24.45 | 33.27 | 40.97 | 36.09 | 25.49 |
Draw Down(%) | NA | 33.41 | 33.41 | 33.41 | 33.41 | NA | NA | 85.81 | 28.61 | 16.26 | 23.27 | 21.71 | 10.32 | 29.85 | 12.28 | 24.86 | 9.40 | 12.37 | 26.45 | 14.39 | 7.82 | 21.83 | 31.57 | 14.52 | 20.77 | 57.34 | 21.97 | 24.01 | 19.02 | 45.18 | 17.77 | 62.89 | 58.19 | 60.67 | 17.18 | 28.77 | 42.02 | 29.09 | 43.47 | 27.79 | 32.94 | 20.44 | 43.55 | 46.11 | 35.97 | 40.26 | 54.33 | 29.58 | 33.68 | 24.45 | 42.19 | 16.78 | 39.68 | 25.58 | 13.41 | 17.77 | 33.13 | 25.07 | 27.65 | 47.66 | 31.40 | 16.33 |
Yield(%) | 0.00 | 2.64 | 3.34 | 3.65 | 7.33 | 10.90 | 6.86 | 47.15 | 1.45 | 3.11 | 3.08 | 2.46 | 2.60 | 2.87 | 3.40 | 2.49 | 2.88 | 3.02 | 2.62 | 2.88 | 3.31 | 2.42 | 1.71 | 1.88 | 2.81 | 1.27 | 1.05 | 0.39 | 0.43 | 0.31 | 0.54 | 0.30 | 0.19 | 0.17 | 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 07/10/2025, AR inception is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TXN (Texas Instruments Incorporated) |
-41.19%
Feb 2000 - Feb 2003 |
-20.79%
Apr 2000 - Apr 2005 |
-10.85%
Feb 2000 - Feb 2010 |
-2.08%
Sep 1976 - Sep 1991 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TXN (Texas Instruments Incorporated) |
105.03%
Feb 1997 - Feb 2000 |
75.99%
Feb 1995 - Feb 2000 |
44.07%
Aug 1990 - Aug 2000 |
28.25%
Apr 1985 - Apr 2000 |
Annualized Rolling Returns Comparison Chart