Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EXC (Exelon Corporation) 6.85% 10.59% 8.60% 10.78% 10.15% 7.04% 4.48% … …
Data as of 06/05/2026, Common starting date is 05/02/1973
More Performance Analytics Comparison
Name Start Date End Date
EXC (Exelon Corporation) 05/02/1973 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 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) 1.18 10.59 8.60 10.78 10.15 7.04 4.48 … … 6.85 20.02 9.22 -13.96 8.31 41.45 -3.88 4.28 18.33 15.05 34.18 -22.17 40.61 -3.48 -27.39 9.46 -10.44 -8.40 -29.86 35.14 19.78 24.58 37.55 30.17 14.09 -29.58 107.76 -16.77 72.16 -3.96 -16.18 22.96 -19.01 15.79 0.97 43.75 -22.16 15.63 8.11 -18.23 30.22 16.81 3.48 -15.44 24.77 9.00 -9.09 -11.29 -21.02 9.79 19.17 37.93 -39.58 -19.55
Sharpe Ratio NA 0.25 0.28 0.40 0.36 NA NA … … 0.56 0.91 0.32 -0.81 0.27 2.25 -0.08 0.18 1.03 1.03 1.51 -0.89 1.99 -0.19 -1.63 0.49 -0.58 -0.29 -0.59 1.12 0.97 1.05 2.30 1.70 0.41 -0.94 2.96 -0.80 2.40 -0.33 -1.07 0.99 -1.08 0.80 -0.09 2.41 -1.01 0.61 0.15 -0.84 1.14 0.48 -0.12 -1.20 0.90 -0.07 -0.77 -0.94 -1.84 0.42 0.93 1.27 -1.17 -1.97
Standard Deviation(%) NA 17.97 19.58 20.65 23.93 NA NA … … 21.16 18.84 17.42 21.86 25.92 18.42 48.79 15.68 16.47 14.03 22.55 25.03 20.38 18.53 16.93 19.28 18.01 29.48 52.27 28.65 16.94 21.29 15.89 17.29 31.32 34.36 34.95 25.30 28.63 23.34 18.40 19.20 20.46 16.91 16.74 16.44 27.35 15.85 21.91 26.54 22.52 23.34 28.86 18.04 18.74 22.25 22.83 19.77 14.29 14.35 16.59 26.45 38.47 16.99
Draw Down(%) NA 13.74 20.74 29.05 40.03 NA NA … … 13.74 10.12 11.59 19.16 28.23 11.75 40.03 12.64 9.12 9.66 18.46 30.35 17.22 26.63 30.24 10.49 22.36 29.89 50.05 17.40 11.81 17.29 9.13 14.31 28.54 40.72 15.14 37.00 22.70 26.92 28.13 13.03 21.90 16.98 12.08 5.99 37.10 10.88 19.53 31.22 14.29 15.15 34.65 23.97 10.66 12.73 26.40 21.58 22.29 8.93 8.82 16.38 51.28 23.89
Yield(%) 0.92 3.83 3.90 3.28 4.26 3.63 2.82 … … 1.91 4.25 4.17 3.34 2.37 3.72 3.37 3.29 3.49 3.73 5.66 3.30 4.56 4.88 4.99 5.01 4.30 3.67 2.53 2.82 2.93 3.70 3.80 3.57 3.63 2.68 4.16 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/02/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXC (Exelon Corporation) -18.40%
May 2008 – May 2011 		-15.27%
Jun 2008 – Jun 2013 		-3.46%
Apr 2007 – Apr 2017 		-0.91%
Jun 1973 – Jun 1988
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXC (Exelon Corporation) 50.70%
Feb 1998 – Feb 2001 		30.92%
Oct 2002 – Oct 2007 		26.40%
May 1997 – May 2007 		15.63%
Sep 1990 – Sep 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return