Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASH (Ashland Inc.) | -2.15% | 17.61% | -11.62% | -7.80% | 9.27% | 10.89% | 8.70% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASH (Ashland Inc.) | 03/17/1980 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 17.61 | -11.62 | -7.80 | 9.27 | 10.89 | 8.70 | … | … | -2.15 | -15.40 | -13.71 | -20.23 | 1.16 | 37.67 | 5.05 | 9.42 | 0.90 | 175.84 | 8.72 | -13.15 | 25.05 | 22.41 | 42.43 | 13.76 | 29.69 | 283.46 | -77.25 | -30.10 | 21.55 | 0.98 | 35.47 | 59.78 | -36.00 | 31.86 | 12.58 | -31.91 | -9.90 | 22.36 | 24.91 | 1.81 | 1.10 | 29.38 | -11.72 | 9.63 | -31.88 | 19.40 | 16.02 | 3.12 | 49.83 | 55.73 | -15.79 | -1.72 | -7.20 | -23.08 | 27.95 |
| Sharpe Ratio | NA | 0.39 | -0.44 | -0.34 | 0.20 | NA | NA | … | … | -0.17 | -0.46 | -0.62 | -0.98 | -0.01 | 1.55 | 0.10 | 0.40 | -0.02 | 2.24 | 0.40 | -0.61 | 1.45 | 0.95 | 1.69 | 0.32 | 0.71 | 3.80 | -1.08 | -1.24 | 0.60 | -0.04 | 1.76 | 2.79 | -1.12 | 1.24 | 0.29 | -1.49 | -0.54 | 0.91 | 1.12 | -0.13 | -0.09 | 1.21 | -0.51 | 0.22 | -1.54 | 0.63 | 0.51 | -0.04 | 1.84 | 2.21 | -0.97 | -0.29 | -0.55 | -0.76 | 0.77 |
| Standard Deviation(%) | NA | 38.22 | 33.73 | 31.05 | 38.54 | NA | NA | … | … | 43.11 | 39.95 | 27.74 | 24.57 | 28.73 | 24.24 | 47.53 | 20.01 | 24.15 | 78.59 | 21.18 | 21.65 | 17.27 | 23.43 | 25.31 | 43.09 | 41.42 | 74.57 | 72.32 | 26.97 | 30.59 | 29.26 | 19.63 | 21.20 | 33.06 | 24.20 | 28.79 | 23.67 | 24.91 | 20.47 | 18.78 | 16.90 | 21.33 | 22.40 | 27.82 | 26.17 | 24.17 | 21.28 | 21.70 | 28.73 | 24.59 | 22.73 | 23.55 | 27.67 | 27.16 | 44.24 | 36.48 |
| Draw Down(%) | NA | 24.17 | 53.26 | 57.29 | 57.29 | NA | NA | … | … | 24.17 | 35.98 | 29.22 | 34.66 | 20.75 | 13.55 | 50.92 | 11.90 | 23.95 | 9.83 | 13.10 | 24.29 | 11.59 | 15.51 | 11.03 | 37.18 | 31.58 | 52.64 | 86.01 | 32.04 | 22.30 | 28.39 | 9.72 | 10.33 | 48.00 | 17.28 | 16.08 | 38.77 | 25.74 | 17.88 | 17.66 | 19.02 | 26.70 | 14.22 | 32.47 | 23.19 | 34.06 | 20.47 | 15.46 | 30.86 | 13.65 | 13.61 | 27.16 | 30.26 | 33.20 | 32.63 | 17.09 |
| Yield(%) | 0.73 | 3.36 | 1.84 | 1.60 | 2.21 | 3.38 | 2.92 | … | … | 1.40 | 2.37 | 1.91 | 1.37 | 1.23 | 1.49 | 1.43 | 1.50 | 1.33 | 1.62 | 2.31 | 1.27 | 1.40 | 1.47 | 1.47 | 1.28 | 1.28 | 2.72 | 1.92 | 1.61 | 1.84 | 2.12 | 2.50 | 3.81 | 2.42 | 3.08 | 3.58 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASH (Ashland Inc.) |
-54.06%
Feb 2006 – Feb 2009 |
-32.78%
Feb 2004 – Feb 2009 |
-16.31%
Feb 1999 – Feb 2009 |
-10.70%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASH (Ashland Inc.) |
123.13%
Feb 2009 – Feb 2012 |
76.14%
Feb 2009 – Feb 2014 |
51.20%
Feb 2009 – Feb 2019 |
34.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart