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US Stocks
Performance Analytics (From 07/29/1997 To 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.7 | 25.9 | 21.1 | 12.3 | 14.8 | 13.8 | 10.7 | 9.0 | 17.1 | 23.8 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.2 | 21.2 | 12.7 | 0.4 | 12.6 | 33.5 | 16.4 | 1.1 | 16.8 | 25.9 | -38.3 | 3.7 | 13.7 | 4.3 | 11.4 | 31.5 | -20.9 | -10.8 | -10.5 | 23.9 | 23.2 | 0.3 |
| Sharpe Ratio | NA | 2.01 | 2.23 | 1.3 | 0.6 | 0.73 | NA | NA | 0.38 | 0.76 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.91 | 0.92 | 0.03 | 1.07 | 2.95 | 1.25 | 0.04 | 0.89 | 0.92 | -0.95 | 0.03 | 0.96 | 0.19 | 0.91 | 1.86 | -0.88 | -0.61 | -0.61 | 1.19 | 0.99 | -0.11 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.4 | 25.4 | 35.0 | NA | NA | 56.5 | 19.4 | 8.6 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.1 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.2 | 27.3 | 49.1 | 10.0 | 8.4 | 7.3 | 8.4 | 13.2 | 32.4 | 29.4 | 20.6 | 11.4 | 22.0 | 10.1 |
| Standard Deviation(%) | NA | 13.8 | 12.2 | 15.1 | 17.3 | 18.5 | NA | NA | 19.6 | 18.9 | 13.0 | 13.6 | 24.9 | 13.7 | 35.1 | 12.7 | 17.0 | 7.1 | 13.6 | 15.3 | 11.8 | 11.3 | 13.2 | 24.4 | 18.8 | 28.1 | 41.0 | 16.1 | 10.8 | 10.7 | 11.4 | 16.6 | 25.0 | 22.0 | 24.0 | 17.3 | 19.8 | 22.1 |
| Treynor Ratio | NA | 0.27 | 0.27 | 0.2 | 0.1 | 0.13 | NA | NA | 0.07 | 0.14 | 0.2 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.25 | -0.39 | 0.01 | 0.1 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.02 | 1.01 | 1.01 | 1.01 | NA | NA | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.02 | 1.02 | 1.02 | 1.03 | 1.03 | 1.03 | 1.0 | 1.01 | 1.05 | 1.03 | 1.03 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | NA | NA | 0.74 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 1.6 | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.0 | 2.2 | 2.0 | 2.0 | 2.2 | 2.4 | 1.9 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 1.7 | 1.2 | 1.2 | 1.5 | 2.5 | 1.9 | 0.9 |
| Dividend Growth(%) | N/A | -73.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 7.6 | 7.2 | 8.6 | 5.9 | -4.7 | 11.5 | 11.0 | 5.5 | 7.3 | 10.5 | 11.9 | 7.1 | 26.8 | 33.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -47.2 | 10.3 | -2.7 | -35.2 | -25.3 | 56.7 | 101.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/1997
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