Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UTX (Raytheon Technologies Corporation) NA -55.83% -18.52% -11.36% -0.25% 3.06% 5.31% … …
Data as of 04/07/2020, Common starting date is 01/02/1970
More Performance Analytics Comparison
Name Start Date End Date
UTX (Raytheon Technologies Corporation) 01/02/1970 04/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1971 1970
Annualized Return (%) -38.77 -55.83 -18.52 -11.36 -0.25 3.06 5.31 … … -61.25 43.82 -14.66 17.94 17.14 -14.45 3.23 41.86 15.15 -4.97 16.17 33.19 -28.49 24.46 13.66 10.04 10.74 55.39 -2.72 -16.74 22.59 20.93 51.62 11.69 42.38 54.94 4.51 33.22 -8.09 17.79 -8.53 36.13 26.55 -24.07 8.29 23.76 4.04 32.93 43.37 -28.23 48.34 17.11 13.90 -3.47 73.96 48.58 47.69 -43.63 58.51 -8.28 -10.99
Sharpe Ratio NA -0.81 -0.45 -0.34 -0.02 NA NA … … -0.74 2.03 -0.71 1.31 0.98 -0.74 0.21 2.70 0.78 -0.18 0.77 1.08 -0.68 1.15 0.57 0.47 0.56 2.30 -0.10 -0.41 0.44 0.53 1.55 0.32 1.87 2.95 0.07 1.45 -0.44 0.51 -0.56 1.41 0.91 -0.77 0.15 0.74 -0.12 1.09 1.10 -1.52 1.35 0.46 0.33 -0.37 3.22 1.35 1.20 -1.19 1.88 -0.34 -0.37
Standard Deviation(%) NA 70.64 44.22 35.94 29.23 NA NA … … 132.28 20.83 22.74 13.26 17.31 19.68 15.25 15.50 19.44 27.96 20.90 30.76 43.40 18.55 17.98 16.55 17.42 23.74 38.54 46.99 41.81 32.99 31.09 24.71 20.53 17.28 21.77 21.36 23.80 27.02 24.90 21.33 23.82 36.73 26.44 24.52 25.04 24.35 32.09 25.41 29.44 20.95 26.10 19.68 21.71 32.66 34.79 41.16 29.70 33.41 42.34
Draw Down(%) NA 68.01 68.01 68.01 68.01 NA NA … … 68.01 13.32 27.76 10.91 11.88 29.20 16.95 8.25 17.91 26.21 17.34 31.07 42.34 11.06 12.02 8.51 15.93 17.89 35.85 52.10 26.06 29.78 26.55 20.28 10.75 5.93 19.62 11.08 24.85 14.72 31.64 10.33 15.34 49.18 27.95 17.45 20.06 15.50 24.62 34.78 26.94 14.99 29.91 17.24 11.96 26.91 16.72 49.64 20.70 43.60 38.60
Yield(%) 0.00 2.20 2.53 2.34 3.26 2.00 2.95 … … 0.48 2.71 2.21 2.45 2.74 2.23 2.10 2.61 2.72 2.36 2.37 2.80 1.79 1.86 1.80 1.28 1.48 1.79 1.52 1.20 1.32 1.02 1.90 1.89 2.35 3.26 3.17 3.68 3.39 3.77 3.24 3.99 4.44 2.99 3.17 2.87 2.85 4.70 5.65 3.91 5.21 5.61 5.61 4.26 3.16 6.25 8.21 4.04 6.15 5.35 4.47
Data as of 04/07/2020, Common starting date is 01/02/1970
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTX (Raytheon Technologies Corporation) -9.55%
Feb 2006 – Feb 2009 		-2.17%
Mar 2015 – Mar 2020 		4.06%
Mar 1999 – Mar 2009 		6.48%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTX (Raytheon Technologies Corporation) 56.28%
Dec 1973 – Dec 1976 		38.20%
Apr 1994 – Apr 1999 		25.86%
Dec 1973 – Dec 1983 		21.12%
Oct 1992 – Oct 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return