Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABBNY (ABB Ltd) | 38.70% | 76.78% | 41.30% | 28.19% | 22.23% | 13.76% | 15.59% | … | … |
Data as of 06/12/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBNY (ABB Ltd) | 04/06/2001 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 76.78 | 41.30 | 28.19 | 22.23 | 13.76 | 15.59 | … | … | 38.70 | 40.77 | 24.79 | 49.70 | -13.89 | 40.44 | 21.26 | 32.14 | -26.38 | 31.87 | 23.96 | -12.92 | -17.56 | 32.17 | 14.94 | -13.94 | 20.77 | 30.87 | -46.97 | 61.83 | 86.26 | 71.73 | 11.42 | 123.55 | -69.50 | -44.09 |
| Sharpe Ratio | NA | 2.44 | 1.44 | 0.97 | 0.79 | NA | NA | … | … | 2.80 | 1.39 | 0.97 | 2.14 | -0.50 | 1.85 | 0.53 | 1.53 | -1.32 | 2.21 | 1.09 | -0.65 | -0.97 | 1.61 | 0.59 | -0.35 | 0.64 | 0.66 | -0.70 | 1.92 | 2.63 | 2.77 | 0.26 | 1.93 | -0.66 | -1.00 |
| Standard Deviation(%) | NA | 30.36 | 26.40 | 26.53 | 25.72 | NA | NA | … | … | 37.40 | 27.39 | 21.91 | 21.72 | 30.91 | 21.88 | 39.37 | 20.00 | 21.13 | 14.20 | 21.81 | 19.82 | 18.18 | 19.95 | 25.46 | 39.86 | 32.10 | 46.70 | 67.82 | 30.69 | 31.70 | 25.08 | 39.93 | 63.79 | 106.88 | 57.47 |
| Draw Down(%) | NA | 16.25 | 21.85 | 33.20 | 43.76 | NA | NA | … | … | 16.25 | 21.85 | 11.74 | 18.44 | 33.20 | 14.30 | 40.98 | 12.13 | 33.94 | 11.98 | 10.93 | 25.24 | 22.15 | 9.49 | 26.73 | 38.96 | 28.86 | 28.07 | 71.84 | 18.08 | 30.19 | 10.84 | 23.45 | 44.44 | 89.74 | 65.75 |
| Yield(%) | 0.00 | 2.07 | 2.79 | 3.02 | 5.03 | 3.52 | 7.30 | … | … | 1.62 | 1.84 | 2.27 | 2.99 | 2.33 | 3.12 | 3.20 | 4.41 | 3.21 | 3.73 | 4.57 | 3.86 | 3.17 | 3.66 | 3.76 | 3.00 | 2.57 | 3.04 | 1.73 | 1.17 | 0.96 | 0.00 | 0.00 | 41.98 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBNY (ABB Ltd) |
-26.59%
May 2001 – May 2004 |
-7.25%
Oct 2007 – Oct 2012 |
0.04%
May 2008 – May 2018 |
3.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBNY (ABB Ltd) |
93.41%
Oct 2002 – Oct 2005 |
95.49%
Oct 2002 – Oct 2007 |
34.65%
Oct 2002 – Oct 2012 |
26.53%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart