Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| V (Visa Inc.) | -7.36% | -11.08% | 13.44% | 7.75% | 15.73% | 21.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| V (Visa Inc.) | 03/19/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | -11.08 | 13.44 | 7.75 | 15.73 | 21.46 | NA | … | … | -7.36 | 11.76 | 22.32 | 26.31 | -3.40 | -0.32 | 17.13 | 43.32 | 16.48 | 47.17 | 1.57 | 19.13 | 18.63 | 48.06 | 50.47 | 45.43 | -18.99 | 67.86 | -6.85 |
| Sharpe Ratio | NA | -0.54 | 0.55 | 0.25 | 0.59 | NA | NA | … | … | -0.72 | 0.39 | 1.10 | 1.47 | -0.16 | -0.01 | 0.39 | 2.32 | 0.60 | 3.60 | 0.06 | 0.87 | 0.88 | 2.25 | 2.44 | 1.46 | -0.58 | 1.69 | -0.15 |
| Standard Deviation(%) | NA | 21.98 | 19.71 | 22.71 | 24.42 | NA | NA | … | … | 24.77 | 22.57 | 16.93 | 15.53 | 30.77 | 24.24 | 42.64 | 18.04 | 25.30 | 12.98 | 21.47 | 22.06 | 21.08 | 21.38 | 20.90 | 31.16 | 32.97 | 40.17 | 61.11 |
| Draw Down(%) | NA | 20.38 | 20.38 | 28.60 | 36.36 | NA | NA | … | … | 17.18 | 15.01 | 12.45 | 7.78 | 24.13 | 23.98 | 36.36 | 8.57 | 19.13 | 5.23 | 12.61 | 12.18 | 15.46 | 10.87 | 8.95 | 12.10 | 31.99 | 26.37 | 47.41 |
| Yield(%) | 0.00 | 0.71 | 1.01 | 0.87 | 1.84 | 5.76 | 6.11 | … | … | 0.39 | 0.78 | 0.83 | 0.90 | 0.71 | 0.61 | 0.64 | 0.79 | 0.77 | 0.87 | 0.96 | 0.75 | 0.76 | 0.89 | 0.96 | 0.95 | 0.59 | 0.82 | 0.37 |
Data as of 06/05/2026, Common starting date is 03/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| V (Visa Inc.) |
-1.56%
Apr 2008 – Apr 2011 |
7.94%
Apr 2021 – Apr 2026 |
15.54%
Mar 2016 – Mar 2026 |
17.62%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| V (Visa Inc.) |
47.97%
Dec 2010 – Dec 2013 |
35.57%
Dec 2010 – Dec 2015 |
29.62%
Dec 2010 – Dec 2020 |
23.83%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart