Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WM (Waste Management, Inc.) | 13.35% | 9.58% | 16.19% | 18.53% | 19.46% | 16.93% | 13.95% | 12.84% |
Data as of 07/03/2025, AR inception is 06/22/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WM (Waste Management, Inc.) | 06/22/1988 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 9.58 | 16.19 | 18.53 | 19.46 | 16.93 | 13.95 | 12.84 | 13.35 | 14.28 | 16.20 | -4.49 | 43.81 | 5.49 | 30.45 | 5.31 | 24.46 | 36.38 | 7.13 | 18.22 | 37.85 | 7.64 | -7.71 | 13.20 | 6.32 | 4.79 | -8.74 | 24.20 | 4.19 | 3.81 | 29.19 | -28.14 | 15.03 | 61.54 | -63.14 | 18.79 | 23.14 | 68.87 | 65.93 | 0.00 | -21.55 | -17.14 | 204.35 | 283.33 | -36.84 | -48.65 |
| Sharpe Ratio | NA | 0.28 | 0.75 | 0.93 | 0.93 | NA | NA | 0.31 | 1.42 | 0.59 | 0.77 | -0.27 | 2.70 | 0.15 | 2.05 | 0.22 | 2.17 | 2.65 | 0.44 | 1.37 | 2.78 | 0.52 | -0.29 | 0.77 | 0.23 | 0.10 | -0.47 | 1.22 | 0.11 | 0.16 | 1.22 | -0.85 | 0.36 | 1.15 | -1.01 | 0.36 | 0.63 | 1.97 | 1.80 | -0.09 | -0.67 | -0.43 | 4.32 | 3.74 | -0.65 | -1.05 |
| Standard Deviation(%) | NA | 20.03 | 18.14 | 18.36 | 19.26 | NA | NA | 34.30 | 19.59 | 18.12 | 16.39 | 21.64 | 16.22 | 34.93 | 14.16 | 18.18 | 11.03 | 13.67 | 16.19 | 13.32 | 13.63 | 14.73 | 27.13 | 17.09 | 27.19 | 39.48 | 25.59 | 17.18 | 17.16 | 17.67 | 23.28 | 34.61 | 35.25 | 49.65 | 65.89 | 42.98 | 30.53 | 32.69 | 34.32 | 35.77 | 35.06 | 45.33 | 46.08 | 73.83 | 65.51 | 73.65 |
| Draw Down(%) | NA | 11.93 | 14.44 | 16.75 | 30.06 | NA | NA | 77.86 | 8.60 | 11.86 | 12.41 | 16.75 | 7.32 | 30.06 | 9.84 | 11.80 | 5.02 | 8.55 | 15.28 | 9.56 | 7.86 | 12.34 | 28.26 | 11.41 | 33.38 | 33.61 | 17.83 | 12.63 | 8.92 | 14.26 | 18.21 | 34.57 | 22.41 | 27.93 | 75.64 | 33.12 | 25.36 | 24.31 | 22.22 | 28.33 | 34.45 | 38.89 | 13.89 | 33.33 | 52.00 | 52.63 |
| Yield(%) | 0.00 | 1.50 | 1.92 | 2.55 | 4.85 | 6.24 | 6.11 | 21.03 | 0.82 | 1.67 | 1.78 | 1.60 | 2.00 | 1.91 | 2.31 | 2.16 | 2.41 | 3.13 | 2.98 | 3.39 | 4.30 | 4.32 | 3.69 | 3.69 | 3.43 | 3.35 | 2.59 | 2.87 | 2.71 | 2.52 | 0.04 | 0.03 | 0.04 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/22/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WM (Waste Management, Inc.) |
-27.22%
Mar 1997 - Mar 2000 |
-15.38%
Jul 1998 - Jul 2003 |
-5.81%
Apr 1999 - Apr 2009 |
0.32%
Jul 1998 - Jul 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WM (Waste Management, Inc.) |
114.13%
Jan 1990 - Jan 1993 |
54.55%
Jan 1990 - Jan 1995 |
39.87%
Jun 1989 - Jun 1999 |
22.77%
Jan 1990 - Jan 2005 |
Annualized Rolling Returns Comparison Chart