Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCO (Acco Brands Corporation) | 7.11% | 12.67% | -2.39% | -10.71% | -5.78% | -1.82% | -6.65% | … | … |
Data as of 06/05/2026, Common starting date is 08/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCO (Acco Brands Corporation) | 08/17/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | 12.67 | -2.39 | -10.71 | -5.78 | -1.82 | -6.65 | … | … | 7.11 | -23.09 | -8.66 | 14.85 | -29.43 | 0.84 | -5.87 | 41.92 | -43.21 | -6.51 | 83.03 | -20.87 | 34.08 | -8.45 | -23.94 | 13.26 | 17.03 | 111.01 | -78.49 | -39.40 | 8.04 | -1.45 |
| Sharpe Ratio | NA | 0.25 | -0.14 | -0.34 | -0.18 | NA | NA | … | … | 0.32 | -0.61 | -0.35 | 0.29 | -0.83 | 0.02 | -0.09 | 1.15 | -1.13 | -0.25 | 2.00 | -0.62 | 0.99 | -0.22 | -0.52 | 0.22 | 0.28 | 0.75 | -0.70 | -1.09 | 0.16 | -0.19 |
| Standard Deviation(%) | NA | 39.79 | 39.20 | 38.72 | 41.27 | NA | NA | … | … | 46.34 | 42.41 | 35.35 | 38.54 | 37.24 | 36.06 | 66.42 | 35.23 | 39.53 | 29.27 | 41.34 | 33.97 | 34.58 | 39.40 | 46.61 | 60.73 | 60.08 | 148.76 | 113.87 | 39.12 | 28.38 | 33.76 |
| Draw Down(%) | NA | 30.99 | 49.96 | 61.87 | 71.83 | NA | NA | … | … | 30.99 | 38.78 | 30.04 | 31.69 | 50.54 | 19.12 | 61.76 | 20.40 | 55.86 | 28.23 | 20.76 | 23.97 | 18.02 | 37.12 | 53.73 | 56.78 | 48.07 | 85.53 | 95.07 | 40.46 | 27.44 | 21.16 |
| Yield(%) | 0.00 | 8.11 | 5.93 | 3.30 | 2.29 | 2.10 | 0.53 | … | … | 4.07 | 5.78 | 4.78 | 5.17 | 3.62 | 3.26 | 2.85 | 3.42 | 1.92 | 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 08/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCO (Acco Brands Corporation) |
-65.83%
Nov 2005 – Nov 2008 |
-27.25%
Sep 2005 – Sep 2010 |
-13.09%
Jan 2006 – Jan 2016 |
-9.51%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCO (Acco Brands Corporation) |
133.09%
Mar 2009 – Mar 2012 |
45.60%
Nov 2008 – Nov 2013 |
25.90%
Feb 2009 – Feb 2019 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart