Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UL (Unilever PLC) | -14.37% | -19.87% | 2.28% | -0.86% | 3.87% | 6.33% | 7.60% | … | … |
Data as of 06/04/2026, Common starting date is 03/25/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UL (Unilever PLC) | 03/25/1980 | 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | -19.87 | 2.28 | -0.86 | 3.87 | 6.33 | 7.60 | … | … | -14.37 | 5.77 | 20.64 | -0.25 | -2.77 | -7.61 | 9.04 | 12.83 | -2.34 | 40.19 | -2.60 | 9.71 | 1.90 | 10.07 | 19.65 | 12.86 | 0.61 | 44.10 | -36.35 | 38.67 | 29.13 | 5.24 | 8.98 | 1.38 | 17.73 | -1.20 | 17.69 | -24.71 | 30.43 | 41.54 | 15.38 | 15.95 | 3.00 | 4.81 | 1.12 | 25.35 | 11.52 | 44.70 | -6.38 | 33.52 | 63.98 | 58.62 | -2.40 | 8.33 | 1.59 | 12.50 | 10.53 |
| Sharpe Ratio | NA | -1.00 | -0.04 | -0.13 | 0.12 | NA | NA | … | … | -1.20 | 0.14 | 1.06 | -0.28 | -0.14 | -0.45 | 0.27 | 0.67 | -0.21 | 1.84 | -0.14 | 0.50 | 0.12 | 0.68 | 1.15 | 0.59 | 0.02 | 1.49 | -0.92 | 1.66 | 1.56 | 0.20 | 0.44 | 0.02 | 0.64 | -0.16 | 0.34 | -0.79 | 0.75 | 1.58 | 0.71 | 0.78 | 0.00 | 0.15 | -0.09 | 1.02 | 0.33 | 1.94 | -0.49 | 0.65 | 2.44 | 1.80 | -0.52 | 0.10 | -0.25 | 0.07 | 0.15 |
| Standard Deviation(%) | NA | 21.12 | 18.53 | 20.87 | 21.63 | NA | NA | … | … | 24.70 | 20.36 | 16.06 | 13.93 | 30.51 | 16.88 | 31.98 | 17.02 | 18.13 | 21.64 | 19.79 | 19.54 | 15.61 | 14.76 | 17.16 | 21.68 | 22.96 | 29.45 | 40.59 | 21.55 | 16.51 | 14.68 | 18.21 | 26.59 | 26.06 | 23.06 | 39.17 | 35.70 | 35.74 | 23.88 | 16.46 | 15.42 | 19.42 | 17.60 | 15.96 | 20.82 | 18.43 | 19.93 | 22.83 | 45.00 | 24.28 | 29.48 | 18.16 | 19.43 | 24.63 | 29.64 | 38.41 |
| Draw Down(%) | NA | 25.09 | 25.09 | 26.53 | 30.13 | NA | NA | … | … | 25.09 | 14.23 | 12.89 | 15.32 | 19.11 | 15.40 | 26.25 | 13.12 | 10.97 | 9.70 | 19.58 | 15.17 | 14.25 | 12.73 | 9.80 | 11.75 | 18.61 | 29.18 | 44.74 | 13.03 | 13.08 | 7.86 | 22.88 | 18.89 | 21.64 | 20.29 | 34.59 | 35.83 | 31.08 | 12.55 | 15.83 | 9.23 | 21.38 | 22.68 | 15.95 | 16.81 | 15.80 | 11.86 | 21.48 | 38.79 | 11.75 | 15.08 | 18.92 | 16.50 | 16.33 | 18.97 | 16.00 |
| Yield(%) | 0.00 | 3.31 | 3.74 | 3.09 | 3.89 | 5.16 | 6.73 | … | … | 1.69 | 3.41 | 3.60 | 3.50 | 3.37 | 3.35 | 3.24 | 3.44 | 3.33 | 3.85 | 3.32 | 3.30 | 3.71 | 3.58 | 3.60 | 4.00 | 3.47 | 4.24 | 2.68 | 3.52 | 3.62 | 3.68 | 3.48 | 2.89 | 2.70 | 2.23 | 2.67 | 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 06/04/2026, Common starting date is 03/25/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UL (Unilever PLC) |
-7.24%
Aug 2019 – Aug 2022 |
-2.17%
Sep 2017 – Sep 2022 |
2.82%
Feb 1999 – Feb 2009 |
5.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UL (Unilever PLC) |
67.68%
Jul 1984 – Jul 1987 |
38.94%
Jun 1982 – Jun 1987 |
24.54%
Aug 1982 – Aug 1992 |
21.74%
May 1983 – May 1998 |
Annualized Rolling Returns Comparison Chart