Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VZ (Verizon Communications Inc.) | 12.58% | 18.16% | 3.52% | 0.55% | 3.80% | 8.14% | 6.84% | 7.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VZ (Verizon Communications Inc.) | 11/21/1983 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 11/21/1983.
AR inception is since 11/21/1983.
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.71 | 18.16 | 3.52 | 0.55 | 3.80 | 8.14 | 6.84 | 7.29 | 12.58 | 13.14 | 2.71 | -20.03 | -7.55 | -0.13 | 13.84 | 11.26 | 3.98 | 20.70 | 3.62 | -0.55 | 18.60 | 13.18 | 18.19 | 14.95 | 3.78 | -18.45 | 22.21 | 39.76 | -22.18 | 20.25 | -5.70 | -15.18 | -2.52 | -16.21 | 14.00 | 18.68 | 40.54 | -3.18 | 34.42 | -16.03 | 15.61 | 6.22 | -10.02 | -3.60 | 56.41 | 9.42 | -3.70 | 26.76 | 32.50 | 23.18 | -7.12 |
| Sharpe Ratio | NA | 0.60 | 0.02 | -0.10 | 0.11 | NA | NA | 0.20 | 1.58 | 0.31 | -0.07 | -0.94 | -0.53 | -0.01 | 0.78 | 0.49 | 0.20 | 1.28 | 0.23 | -0.04 | 1.08 | 0.93 | 0.94 | 0.90 | 0.14 | -0.45 | 0.99 | 2.22 | -1.74 | 1.13 | -0.22 | -0.38 | -0.17 | -0.47 | 0.30 | 0.50 | 1.39 | -0.30 | 1.51 | -0.94 | 0.63 | 0.25 | -0.57 | -0.33 | 3.00 | 0.22 | -0.24 | 1.08 | 2.05 | 1.06 | -4.24 |
| Standard Deviation(%) | NA | 22.59 | 22.78 | 20.40 | 19.76 | NA | NA | 23.70 | 26.34 | 21.23 | 22.90 | 22.78 | 14.22 | 24.45 | 15.87 | 20.40 | 16.99 | 15.98 | 15.73 | 14.80 | 17.20 | 14.18 | 19.36 | 16.60 | 25.61 | 43.18 | 19.43 | 16.53 | 14.03 | 17.05 | 29.17 | 43.05 | 29.22 | 43.38 | 35.60 | 30.86 | 26.57 | 21.78 | 20.22 | 20.16 | 21.47 | 14.92 | 23.94 | 26.72 | 16.89 | 21.30 | 32.79 | 20.90 | 13.30 | 15.52 | 13.24 |
| Draw Down(%) | NA | 13.56 | 34.93 | 41.21 | 41.21 | NA | NA | 57.08 | 9.29 | 11.04 | 22.73 | 33.84 | 14.43 | 17.82 | 9.81 | 15.41 | 18.67 | 16.98 | 14.25 | 11.81 | 13.98 | 12.01 | 12.33 | 17.78 | 23.32 | 39.93 | 10.51 | 12.12 | 24.56 | 11.93 | 25.84 | 44.46 | 18.13 | 37.54 | 15.09 | 21.53 | 19.26 | 25.88 | 7.45 | 17.30 | 14.23 | 16.49 | 19.91 | 29.61 | 6.00 | 11.93 | 23.54 | 16.28 | 10.66 | 11.37 | 7.30 |
| Yield(%) | 0.00 | 6.86 | 5.53 | 4.60 | 4.94 | 8.67 | 6.97 | 15.64 | 3.37 | 6.87 | 6.54 | 4.91 | 4.29 | 4.05 | 4.33 | 4.43 | 4.26 | 4.96 | 4.72 | 4.37 | 4.69 | 5.07 | 5.39 | 5.94 | 5.35 | 4.06 | 4.35 | 5.33 | 3.95 | 4.37 | 3.83 | 3.18 | 3.06 | 2.65 | 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZ (Verizon Communications Inc.) |
-23.75%
Sep 1999 - Sep 2002 |
-8.31%
Jun 1999 - Jun 2004 |
-3.14%
Sep 1999 - Sep 2009 |
2.29%
Dec 1990 - Dec 2005 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZ (Verizon Communications Inc.) |
31.01%
Sep 1996 - Sep 1999 |
22.59%
Dec 1984 - Dec 1989 |
13.77%
Dec 1983 - Dec 1993 |
14.58%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart