Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPX500 (S&P 500 Index Total Return) | NA | 41,046,225.38% | 8,267.58% | 1,338.96% | 310.85% | 167.00% | 110.23% | … | … |
Data as of 06/10/2026, Common starting date is 01/01/1871
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPX500 (S&P 500 Index Total Return) | 01/01/1871 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 41,046,225.38 | 8,267.58 | 1,338.96 | 310.85 | 167.00 | 110.23 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.57 | 1.30 | 1.35 | 2.63 | 3.77 | 3.40 | … | … |
Data as of 06/10/2026, Common starting date is 01/01/1871
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPX500 (S&P 500 Index Total Return) |
-40.20%
Jul 1929 – Jul 1932 |
-17.31%
Sep 1929 – Sep 1934 |
-4.02%
Aug 1929 – Aug 1939 |
-0.36%
Sep 1929 – Sep 1944 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPX500 (S&P 500 Index Total Return) |
5,740.32%
May 2023 – May 2026 |
1,052.99%
May 2021 – May 2026 |
267.45%
May 2016 – May 2026 |
146.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart