Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GM (General Motors Company) | -1.92% | 63.76% | 30.70% | 6.15% | 12.55% | 8.98% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GM (General Motors Company) | 11/18/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 63.76 | 30.70 | 6.15 | 12.55 | 8.98 | NA | … | … | -1.92 | 54.24 | 49.84 | 7.92 | -42.36 | 40.80 | 15.21 | 14.01 | -15.05 | 20.08 | 7.46 | 1.43 | -11.54 | 41.76 | 42.23 | -45.01 | 7.81 |
| Sharpe Ratio | NA | 2.16 | 0.96 | 0.10 | 0.30 | NA | NA | … | … | 0.02 | 1.41 | 1.48 | 0.13 | -0.99 | 1.06 | 0.24 | 0.51 | -0.52 | 0.93 | 0.28 | 0.06 | -0.48 | 1.74 | 1.27 | -1.11 | 4.78 |
| Standard Deviation(%) | NA | 33.88 | 33.57 | 36.50 | 36.85 | NA | NA | … | … | 35.00 | 36.56 | 31.29 | 33.81 | 44.21 | 38.46 | 61.33 | 24.42 | 31.65 | 21.05 | 25.59 | 24.47 | 24.05 | 24.03 | 33.47 | 40.44 | 19.26 |
| Draw Down(%) | NA | 16.00 | 34.02 | 58.96 | 59.94 | NA | NA | … | … | 16.00 | 22.45 | 19.94 | 37.78 | 53.04 | 24.62 | 54.49 | 17.27 | 31.11 | 14.44 | 20.91 | 29.10 | 25.59 | 13.95 | 31.24 | 51.13 | 3.36 |
| Yield(%) | 0.22 | 1.35 | 1.45 | 0.64 | 2.63 | 2.54 | 1.61 | … | … | 0.44 | 1.11 | 1.33 | 1.06 | 0.29 | 0.00 | 1.02 | 4.52 | 3.64 | 4.32 | 4.56 | 3.96 | 2.93 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GM (General Motors Company) |
-13.28%
Mar 2017 – Mar 2020 |
-7.61%
Mar 2015 – Mar 2020 |
-0.20%
Oct 2013 – Oct 2023 |
7.35%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GM (General Motors Company) |
38.38%
May 2023 – May 2026 |
19.11%
Jun 2016 – Jun 2021 |
13.88%
Dec 2011 – Dec 2021 |
8.60%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart