Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) | -18.89% | -24.92% | -1.04% | 4.27% | -0.07% | 2.40% | 2.07% | 11.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPBD (Upbound Group, Inc.) | 01/25/1995 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 01/25/1995.
AR inception is since 01/25/1995.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | -24.92 | -1.04 | 4.27 | -0.07 | 2.40 | 2.07 | 11.11 | -18.89 | -10.06 | 57.93 | -49.90 | 28.38 | 39.76 | 79.87 | 45.86 | 0.94 | -23.46 | -56.98 | 12.32 | -0.63 | -5.27 | 16.81 | 83.10 | 0.40 | 21.56 | -50.80 | 56.47 | -28.83 | -11.67 | 50.15 | 48.79 | -2.70 | 74.13 | -37.60 | 54.88 | 41.38 | 5.45 | 258.70 |
| Sharpe Ratio | NA | -0.74 | -0.12 | 0.04 | -0.03 | NA | NA | 0.19 | -0.95 | -0.48 | 1.46 | -0.77 | 0.60 | 0.63 | 2.33 | 0.98 | 0.01 | -0.35 | -1.15 | 0.31 | -0.04 | -0.21 | 0.42 | 2.39 | 0.01 | 0.31 | -1.30 | 1.41 | -1.24 | -0.45 | 1.69 | 1.00 | -0.08 | 0.93 | -0.68 | 0.92 | 0.81 | 0.04 | 4.68 |
| Standard Deviation(%) | NA | 42.22 | 47.11 | 47.54 | 50.90 | NA | NA | 48.37 | 50.22 | 34.83 | 37.02 | 67.01 | 47.09 | 62.67 | 33.65 | 45.69 | 46.08 | 68.51 | 49.58 | 39.88 | 18.44 | 25.06 | 39.72 | 34.77 | 44.15 | 66.63 | 41.60 | 38.04 | 24.96 | 28.19 | 29.32 | 47.90 | 65.83 | 75.44 | 60.16 | 56.15 | 46.52 | 47.69 | 61.92 |
| Draw Down(%) | NA | 46.05 | 46.05 | 71.97 | 76.39 | NA | NA | 79.53 | 34.26 | 28.42 | 26.66 | 63.46 | 33.11 | 61.19 | 18.97 | 37.98 | 32.14 | 44.03 | 58.45 | 28.67 | 17.84 | 14.69 | 37.92 | 29.15 | 24.17 | 50.66 | 57.64 | 20.33 | 42.80 | 29.97 | 18.15 | 38.58 | 63.29 | 37.25 | 54.90 | 28.17 | 29.71 | 49.34 | 27.40 |
| Yield(%) | 0.00 | 3.46 | 4.62 | 5.59 | 2.58 | 3.12 | 2.47 | 3.44 | 0.00 | 4.42 | 6.25 | 2.77 | 3.33 | 5.16 | 1.52 | 0.00 | 2.06 | 1.58 | 2.67 | 2.77 | 2.45 | 1.85 | 1.85 | 0.66 | 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) |
-33.33%
Feb 2015 - Feb 2018 |
-24.95%
Feb 2013 - Feb 2018 |
-9.73%
Jan 2007 - Jan 2017 |
-5.48%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) |
101.36%
Feb 2018 - Feb 2021 |
42.44%
Jul 2016 - Jul 2021 |
29.45%
Mar 1995 - Mar 2005 |
17.64%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart