Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GE_old | NA | 41.10% | 17.93% | 16.81% | 0.36% | 7.48% | 1.03% | … | … |
Data as of 04/02/2024, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GE_old | 11/05/1984 | 04/02/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 41.10 | 17.93 | 16.81 | 0.36 | 7.48 | 1.03 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.25 | 2.01 | 1.74 | 1.78 | 4.82 | 2.10 | … | … |
Data as of 04/02/2024, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GE_old (GE_old) |
-36.29%
Apr 2017 – Apr 2020 |
-22.96%
Jul 2015 – Jul 2020 |
-10.42%
Aug 2000 – Aug 2010 |
-7.84%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GE_old (GE_old) |
51.03%
Nov 1994 – Nov 1997 |
46.11%
Dec 1994 – Dec 1999 |
31.89%
Sep 1990 – Sep 2000 |
26.78%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison Chart