Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMS (Bemis Company Inc) | NA | 39.92% | 7.12% | 9.61% | 11.42% | 7.85% | 8.44% | … | … |
Data as of 06/28/2019, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMS (Bemis Company Inc) | 09/07/1984 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.92 | 7.12 | 9.61 | 11.42 | 7.85 | 8.44 | … | … | 26.17 | -1.36 | 1.63 | 9.56 | 1.27 | 13.42 | 25.68 | 14.83 | -5.01 | 13.70 | 29.79 | -10.58 | -17.21 | 24.90 | -1.64 | 19.23 | 3.29 | 2.96 | 50.19 | -0.88 | -5.62 | -12.02 | 21.81 | 47.05 | 9.36 | 3.98 | -3.86 | 24.88 | 41.68 | -11.74 | 50.92 | 23.76 | 38.73 | 29.64 | 71.57 | 1.44 |
| Sharpe Ratio | NA | 2.04 | 0.33 | 0.47 | 0.58 | NA | NA | … | … | 4.09 | -0.14 | 0.05 | 0.49 | 0.07 | 0.91 | 1.74 | 0.93 | -0.19 | 0.61 | 0.88 | -0.27 | -0.87 | 1.17 | -0.19 | 0.94 | 0.13 | 0.06 | 1.93 | -0.13 | -0.27 | -0.53 | 0.64 | 1.65 | 0.26 | 0.04 | -0.23 | 0.69 | 1.39 | -0.63 | 1.41 | 0.54 | 0.81 | 0.76 | 2.87 | -0.06 |
| Standard Deviation(%) | NA | 18.85 | 18.92 | 19.07 | 19.73 | NA | NA | … | … | 14.36 | 19.52 | 21.90 | 19.03 | 19.07 | 14.70 | 14.72 | 16.03 | 26.23 | 22.37 | 33.56 | 42.79 | 23.32 | 18.48 | 19.59 | 19.50 | 20.04 | 29.60 | 25.28 | 39.30 | 32.20 | 28.87 | 28.44 | 26.21 | 20.89 | 26.26 | 26.19 | 32.51 | 27.10 | 27.10 | 32.09 | 35.11 | 42.39 | 33.28 | 23.15 | 25.11 |
| Draw Down(%) | NA | 14.23 | 21.22 | 22.14 | 22.14 | NA | NA | … | … | 5.76 | 14.52 | 19.90 | 10.92 | 19.63 | 9.63 | 8.89 | 8.75 | 18.57 | 14.68 | 33.66 | 25.84 | 26.69 | 11.99 | 24.25 | 11.40 | 21.58 | 30.99 | 19.29 | 36.68 | 21.87 | 26.91 | 23.78 | 17.96 | 15.87 | 14.15 | 23.50 | 26.56 | 18.07 | 29.71 | 15.55 | 17.31 | 37.82 | 18.26 | 10.08 | 12.50 |
| Yield(%) | 0.00 | 3.01 | 2.45 | 2.90 | 4.26 | 3.55 | 2.57 | … | … | 1.40 | 2.59 | 2.47 | 2.63 | 2.48 | 2.65 | 3.06 | 3.30 | 2.94 | 3.07 | 3.65 | 3.28 | 2.43 | 2.66 | 2.50 | 1.62 | 2.22 | 2.12 | 3.11 | 2.76 | 2.42 | 2.01 | 2.23 | 2.67 | 2.64 | 2.36 | 2.00 | 1.43 | 2.93 | 2.12 | 2.59 | 1.45 | 2.42 | 1.70 | 1.87 | 0.00 |
Data as of 06/28/2019, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMS (Bemis Company Inc) |
-12.20%
Feb 2006 – Feb 2009 |
-3.52%
Feb 2004 – Feb 2009 |
3.54%
Jun 1998 – Jun 2008 |
4.76%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMS (Bemis Company Inc) |
51.13%
Jun 1985 – Jun 1988 |
41.97%
Oct 1984 – Oct 1989 |
26.21%
Mar 1985 – Mar 1995 |
19.97%
Oct 1984 – Oct 1999 |
Annualized Rolling Returns Comparison Chart