Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPD (Expeditors International of Washington, Inc.) | 8.23% | 45.85% | 13.30% | 6.38% | 13.87% | 9.61% | 7.29% | … | … |
Data as of 06/05/2026, Common starting date is 09/26/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPD (Expeditors International of Washington, Inc.) | 09/26/1984 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 45.85 | 13.30 | 6.38 | 13.87 | 9.61 | 7.29 | … | … | 8.23 | 36.16 | -11.86 | 23.86 | -21.68 | 42.50 | 23.47 | 16.17 | 6.52 | 23.93 | 19.30 | 2.63 | 2.24 | 13.53 | -2.00 | -24.16 | 58.48 | 5.74 | -24.90 | 11.02 | 20.54 | 21.41 | 49.04 | 15.85 | 15.11 | 6.46 | 22.91 | 108.63 | 9.09 | 67.39 | 76.08 | 20.11 | 45.00 | -3.23 | 0.00 | 68.71 | -30.00 | 66.67 | 8.62 | 11.54 | 2.97 | 71.19 | -10.61 |
| Sharpe Ratio | NA | 1.41 | 0.39 | 0.15 | 0.49 | NA | NA | … | … | 0.49 | 1.15 | -0.78 | 0.90 | -0.73 | 1.89 | 0.72 | 0.72 | 0.21 | 1.36 | 1.10 | 0.13 | 0.11 | 0.61 | -0.09 | -0.71 | 2.13 | 0.13 | -0.45 | 0.23 | 0.43 | 0.83 | 1.69 | 0.50 | 0.37 | 0.09 | 0.32 | 2.08 | 0.11 | 1.28 | 2.20 | 0.53 | 1.05 | -0.14 | -0.07 | 1.56 | -0.84 | 1.90 | 0.12 | 0.17 | -0.03 | 1.77 | -1.85 |
| Standard Deviation(%) | NA | 30.58 | 25.77 | 26.85 | 25.11 | NA | NA | … | … | 36.47 | 29.03 | 19.76 | 22.71 | 31.58 | 22.44 | 32.17 | 20.54 | 24.84 | 17.14 | 17.27 | 20.67 | 20.15 | 22.06 | 23.38 | 34.11 | 27.35 | 43.33 | 56.84 | 34.47 | 40.02 | 23.03 | 28.42 | 30.41 | 37.37 | 46.27 | 58.35 | 50.70 | 51.58 | 49.54 | 32.61 | 30.60 | 39.76 | 38.75 | 33.61 | 41.33 | 42.04 | 31.95 | 31.32 | 43.04 | 50.75 | 37.05 | 22.39 |
| Draw Down(%) | NA | 15.88 | 21.26 | 35.62 | 35.62 | NA | NA | … | … | 15.88 | 18.69 | 15.40 | 15.36 | 34.98 | 12.33 | 32.46 | 14.52 | 18.64 | 8.81 | 6.43 | 12.05 | 16.93 | 19.32 | 26.35 | 28.71 | 19.43 | 30.24 | 45.58 | 19.91 | 34.78 | 16.61 | 13.19 | 16.99 | 23.68 | 33.64 | 27.30 | 21.95 | 45.97 | 27.46 | 13.57 | 15.56 | 17.11 | 29.29 | 19.93 | 21.26 | 49.09 | 15.96 | 23.33 | 40.51 | 46.99 | 28.28 | 13.43 |
| Yield(%) | 0.51 | 1.42 | 1.31 | 1.14 | 2.40 | 2.03 | 1.68 | … | … | 0.53 | 1.40 | 1.15 | 1.31 | 1.02 | 1.26 | 1.33 | 1.49 | 1.39 | 1.58 | 1.81 | 1.62 | 1.47 | 1.47 | 1.36 | 0.90 | 1.14 | 1.10 | 0.74 | 0.67 | 0.65 | 0.55 | 0.59 | 0.48 | 0.42 | 0.40 | 0.32 | 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 |
Data as of 06/05/2026, Common starting date is 09/26/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPD (Expeditors International of Washington, Inc.) |
-15.23%
Jun 2006 – Jun 2009 |
-5.33%
Oct 2007 – Oct 2012 |
-0.17%
Jun 2006 – Jun 2016 |
5.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPD (Expeditors International of Washington, Inc.) |
62.89%
Jul 1996 – Jul 1999 |
58.01%
Jan 1996 – Jan 2001 |
40.37%
Jun 1996 – Jun 2006 |
32.95%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart