Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TXT (Textron Inc.) | 3.99% | -12.83% | 7.44% | 18.53% | 7.13% | 9.44% | 4.35% | 6.81% |
Data as of 07/25/2025, AR inception is 02/21/1973
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TXT (Textron Inc.) | 02/21/1973 | 07/25/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -6.47 | -12.83 | 7.44 | 18.53 | 7.13 | 9.44 | 4.35 | 6.81 | 3.99 | -4.80 | 13.71 | -8.18 | 59.93 | 8.62 | -2.86 | -18.60 | 16.72 | 15.82 | -0.05 | 14.79 | 48.69 | 34.50 | -21.47 | 26.17 | 36.71 | -79.96 | 54.43 | 23.95 | 6.24 | 32.17 | 37.19 | 6.82 | -8.40 | -37.84 | 0.99 | 21.50 | 32.63 | 39.63 | 34.00 | -13.52 | 30.17 | 12.93 | 44.75 | 11.17 | 3.68 | 4.97 | -28.17 | 28.57 | 44.65 | 3.83 | 37.37 | -10.80 | -10.88 | 13.27 | 2.93 | -3.30 | -3.64 | 36.65 | 64.29 | -37.18 | -27.10 |
Sharpe Ratio | NA | -0.40 | 0.34 | 0.63 | 0.17 | NA | NA | 0.10 | 0.59 | -0.35 | 0.44 | -0.29 | 2.06 | 0.12 | -0.15 | -0.77 | 0.88 | 0.56 | 0.00 | 0.56 | 1.56 | 1.02 | -0.48 | 0.58 | 0.36 | -1.07 | 1.81 | 0.88 | 0.20 | 1.60 | 1.06 | 0.14 | -0.25 | -1.15 | -0.09 | 0.55 | 1.15 | 1.74 | 1.79 | -0.86 | 1.35 | 0.45 | 1.65 | 0.19 | -0.09 | 0.00 | -0.57 | 0.88 | 1.71 | -0.11 | 1.05 | -0.70 | -0.79 | 0.14 | -0.20 | -0.34 | -0.35 | 1.45 | 1.69 | -0.94 | -0.82 |
Standard Deviation(%) | NA | 28.40 | 26.31 | 29.26 | 33.41 | NA | NA | 35.53 | 31.41 | 24.07 | 23.25 | 33.49 | 29.13 | 67.60 | 28.21 | 25.87 | 18.25 | 28.11 | 24.36 | 26.48 | 31.10 | 34.19 | 44.43 | 45.32 | 101.62 | 75.47 | 28.42 | 23.47 | 19.73 | 19.54 | 34.35 | 39.20 | 44.28 | 36.72 | 26.94 | 32.55 | 25.04 | 20.45 | 16.74 | 19.39 | 20.71 | 23.15 | 24.61 | 29.26 | 26.22 | 35.99 | 56.61 | 27.41 | 22.86 | 29.70 | 29.35 | 26.42 | 27.11 | 33.91 | 22.57 | 25.04 | 21.22 | 22.65 | 35.43 | 45.47 | 43.72 |
Draw Down(%) | NA | 34.59 | 37.33 | 37.33 | 69.96 | NA | NA | 94.72 | 25.20 | 21.76 | 18.28 | 25.93 | 10.71 | 57.44 | 22.42 | 38.90 | 9.73 | 25.95 | 21.01 | 21.05 | 20.28 | 23.09 | 47.70 | 34.47 | 76.62 | 83.37 | 15.53 | 16.97 | 16.59 | 12.24 | 40.31 | 37.94 | 46.47 | 44.61 | 29.45 | 31.99 | 20.79 | 16.17 | 12.05 | 22.93 | 8.99 | 14.83 | 13.21 | 22.89 | 19.65 | 23.08 | 51.48 | 21.62 | 25.47 | 25.00 | 13.18 | 36.94 | 36.36 | 29.11 | 21.70 | 29.14 | 18.14 | 21.51 | 22.17 | 48.63 | 36.74 |
Yield(%) | 0.00 | 0.09 | 0.12 | 0.23 | 0.20 | 0.38 | 0.56 | 4.51 | 0.05 | 0.10 | 0.11 | 0.10 | 0.17 | 0.18 | 0.17 | 0.17 | 0.16 | 0.19 | 0.19 | 0.22 | 0.31 | 0.43 | 0.33 | 0.42 | 0.52 | 1.38 | 1.78 | 2.00 | 1.94 | 2.32 | 2.90 | 3.06 | 2.77 | 1.73 | 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 07/25/2025, AR inception is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TXT (Textron Inc.) |
-49.24%
Mar 2006 - Mar 2009 |
-25.71%
Feb 2004 - Feb 2009 |
-15.76%
Feb 1999 - Feb 2009 |
-4.72%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TXT (Textron Inc.) |
70.40%
Feb 2009 - Feb 2012 |
48.34%
Feb 2009 - Feb 2014 |
25.78%
Feb 2009 - Feb 2019 |
20.93%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart