Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) | 6.67% | 21.67% | 20.23% | 12.89% | 15.05% | 14.29% | 11.27% | … | … |
Data as of 06/10/2026, Common starting date is 01/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) | 01/29/1993 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.82 | 21.67 | 20.23 | 12.89 | 15.05 | 14.29 | 11.27 | … | … | 6.67 | 17.72 | 24.89 | 26.18 | -18.18 | 28.73 | 18.33 | 31.22 | -4.57 | 21.71 | 12.00 | 1.23 | 13.46 | 32.31 | 15.99 | 1.89 | 15.06 | 26.35 | -36.79 | 5.15 | 15.85 | 4.83 | 10.69 | 28.18 | -21.59 | -11.76 | -9.74 | 20.39 | 28.69 | 33.47 | 22.49 | 38.05 | 0.39 | 8.70 |
| Sharpe Ratio | NA | 1.91 | 1.21 | 0.63 | 0.75 | NA | NA | … | … | 1.33 | 0.77 | 1.69 | 1.74 | -0.81 | 2.21 | 0.54 | 2.37 | -0.35 | 3.13 | 0.90 | 0.08 | 1.19 | 2.91 | 1.26 | 0.08 | 0.83 | 0.99 | -0.91 | 0.13 | 1.25 | 0.25 | 0.87 | 1.66 | -0.86 | -0.65 | -0.59 | 0.94 | 1.13 | 1.47 | 1.43 | 3.98 | -0.25 | 0.80 |
| Standard Deviation(%) | NA | 12.14 | 15.10 | 17.06 | 17.99 | NA | NA | … | … | 13.78 | 19.33 | 12.58 | 13.07 | 24.26 | 12.99 | 33.65 | 12.53 | 17.08 | 6.74 | 13.08 | 15.45 | 11.26 | 11.08 | 12.73 | 23.10 | 17.94 | 26.60 | 41.16 | 15.94 | 10.01 | 10.31 | 11.14 | 16.51 | 26.38 | 22.18 | 23.47 | 18.09 | 22.30 | 20.16 | 13.05 | 8.55 | 10.55 | 9.14 |
| Draw Down(%) | NA | 8.88 | 18.76 | 24.50 | 33.72 | NA | NA | … | … | 8.88 | 18.76 | 8.41 | 9.97 | 24.50 | 5.11 | 33.72 | 6.62 | 19.35 | 2.61 | 10.31 | 11.91 | 7.27 | 5.55 | 9.69 | 18.61 | 15.70 | 27.13 | 47.58 | 9.92 | 7.59 | 6.96 | 7.53 | 13.73 | 32.97 | 28.82 | 17.13 | 11.70 | 19.03 | 11.20 | 7.63 | 2.60 | 8.54 | 4.68 |
| Yield(%) | 0.00 | 1.22 | 1.63 | 1.58 | 2.83 | 4.03 | 3.61 | … | … | 0.26 | 1.25 | 1.49 | 1.74 | 1.32 | 1.55 | 1.75 | 2.25 | 1.90 | 2.13 | 2.26 | 2.05 | 2.10 | 2.29 | 2.43 | 2.03 | 2.00 | 2.34 | 1.88 | 1.91 | 1.93 | 1.79 | 1.97 | 1.78 | 1.29 | 1.10 | 1.03 | 1.17 | 1.45 | 1.85 | 2.18 | 2.78 | 2.63 | 2.57 |
Data as of 06/10/2026, Common starting date is 01/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) |
-16.28%
Mar 2000 – Mar 2003 |
-6.67%
Feb 2004 – Feb 2009 |
-3.45%
Feb 1999 – Feb 2009 |
3.67%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) |
32.35%
Mar 1995 – Mar 1998 |
28.45%
Dec 1994 – Dec 1999 |
16.54%
Feb 2009 – Feb 2019 |
15.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart