Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTS (Zoetis Inc.) | -36.32% | -52.15% | -21.63% | -13.75% | 5.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTS (Zoetis Inc.) | 02/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.25 | -52.15 | -21.63 | -13.75 | 5.95 | NA | NA | … | … | -36.32 | -21.75 | -16.63 | 35.92 | -39.50 | 48.26 | 25.76 | 55.71 | 19.45 | 35.55 | 12.64 | 12.17 | 32.78 | 6.07 |
| Sharpe Ratio | NA | -1.47 | -0.80 | -0.57 | 0.16 | NA | NA | … | … | -1.48 | -0.83 | -0.81 | 1.31 | -1.27 | 2.42 | 0.65 | 2.63 | 0.77 | 2.37 | 0.56 | 0.41 | 1.54 | 0.30 |
| Standard Deviation(%) | NA | 37.64 | 30.68 | 29.31 | 27.39 | NA | NA | … | … | 47.96 | 29.68 | 25.09 | 24.82 | 32.28 | 19.95 | 39.25 | 20.61 | 23.43 | 14.76 | 22.32 | 29.59 | 21.30 | 22.33 |
| Draw Down(%) | NA | 55.74 | 61.77 | 68.47 | 68.47 | NA | NA | … | … | 43.14 | 33.44 | 27.00 | 21.25 | 45.86 | 14.86 | 36.07 | 9.56 | 16.67 | 6.20 | 17.92 | 28.28 | 12.92 | 15.50 |
| Yield(%) | 0.00 | 1.22 | 1.08 | 0.92 | 2.30 | 2.61 | 1.96 | … | … | 0.84 | 1.23 | 0.88 | 1.02 | 0.56 | 0.61 | 0.60 | 0.78 | 0.70 | 0.78 | 0.80 | 0.77 | 0.89 | 0.63 |
Data as of 06/05/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTS (Zoetis Inc.) |
-20.94%
May 2023 – May 2026 |
-14.29%
May 2021 – May 2026 |
5.94%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTS (Zoetis Inc.) |
42.65%
Dec 2018 – Dec 2021 |
36.28%
Dec 2016 – Dec 2021 |
21.51%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart