Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPS (United Parcel Service, Inc.) | 14.57% | 19.53% | -8.17% | -8.09% | 4.58% | 6.71% | 5.08% | … | … |
Data as of 06/04/2026, Common starting date is 11/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPS (United Parcel Service, Inc.) | 11/10/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.33 | 19.53 | -8.17 | -8.09 | 4.58 | 6.71 | 5.08 | … | … | 14.57 | -15.93 | -15.93 | -5.96 | -16.21 | 30.02 | 48.64 | 24.24 | -15.48 | 7.14 | 22.72 | -10.93 | 8.67 | 46.52 | 3.86 | 3.84 | 30.27 | 7.77 | -19.74 | -3.50 | 1.76 | -10.51 | 16.40 | 19.89 | 17.19 | -5.99 | -13.84 | 1.10 |
| Sharpe Ratio | NA | 0.46 | -0.45 | -0.40 | 0.09 | NA | NA | … | … | 0.83 | -0.57 | -0.72 | -0.41 | -0.56 | 1.23 | 1.18 | 0.94 | -0.67 | 0.41 | 1.72 | -0.56 | 0.64 | 3.31 | 0.27 | 0.18 | 1.32 | 0.23 | -0.52 | -0.43 | -0.08 | -0.66 | 1.27 | 1.43 | 0.77 | -0.39 | -0.45 | 0.09 |
| Standard Deviation(%) | NA | 29.52 | 28.94 | 28.63 | 27.58 | NA | NA | … | … | 31.81 | 33.34 | 27.18 | 23.52 | 31.46 | 24.40 | 40.79 | 24.20 | 25.31 | 15.73 | 13.08 | 19.72 | 13.61 | 14.06 | 14.33 | 21.73 | 22.83 | 32.91 | 39.39 | 15.52 | 19.60 | 19.42 | 12.17 | 13.44 | 20.78 | 21.89 | 40.26 | 46.30 |
| Draw Down(%) | NA | 20.28 | 50.71 | 57.92 | 57.92 | NA | NA | … | … | 19.90 | 36.34 | 21.79 | 29.93 | 29.83 | 17.14 | 26.63 | 18.06 | 30.78 | 11.52 | 7.83 | 15.92 | 10.91 | 6.53 | 12.03 | 18.37 | 19.16 | 31.01 | 39.40 | 9.48 | 20.54 | 20.96 | 8.45 | 16.88 | 11.16 | 21.77 | 26.47 | 15.83 |
| Yield(%) | 0.00 | 6.66 | 3.89 | 2.94 | 4.79 | 5.91 | 4.48 | … | … | 3.25 | 5.30 | 4.12 | 3.70 | 2.85 | 2.49 | 3.46 | 3.95 | 2.94 | 2.88 | 3.29 | 2.65 | 2.59 | 3.25 | 3.07 | 2.85 | 3.23 | 3.21 | 2.60 | 2.24 | 2.01 | 1.55 | 1.52 | 1.44 | 1.40 | 1.35 | 1.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPS (United Parcel Service, Inc.) |
-20.36%
Jul 2022 – Jul 2025 |
-9.43%
Sep 2020 – Sep 2025 |
0.07%
Dec 1999 – Dec 2009 |
3.97%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPS (United Parcel Service, Inc.) |
33.91%
Dec 2018 – Dec 2021 |
21.96%
Feb 2009 – Feb 2014 |
15.12%
Oct 2011 – Oct 2021 |
12.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart