Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSY (The Hershey Company) | -1.56% | 7.93% | -8.95% | 2.76% | 8.82% | 10.81% | 8.66% | … | … |
Data as of 06/10/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSY (The Hershey Company) | 03/17/1980 | 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 | 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 (%) | -3.60 | 7.93 | -8.95 | 2.76 | 8.82 | 10.81 | 8.66 | … | … | -1.56 | 10.98 | -6.51 | -17.88 | 21.87 | 29.58 | 5.91 | 40.20 | -2.91 | 12.33 | 18.75 | -12.02 | 9.14 | 37.37 | 19.61 | 34.36 | 35.55 | 6.41 | -8.84 | -18.94 | -8.12 | 1.03 | 46.89 | 16.53 | 1.43 | 7.12 | 38.66 | -23.72 | 0.40 | 41.57 | 34.62 | 34.37 | -1.28 | 4.26 | 5.92 | 18.33 | 4.53 | 37.98 | 6.12 | -0.51 | 43.45 | 33.33 | 22.13 | 12.20 | 56.60 | 53.19 | 16.05 |
| Sharpe Ratio | NA | 0.52 | -0.46 | 0.05 | 0.34 | NA | NA | … | … | 0.15 | 0.30 | -0.41 | -1.25 | 0.97 | 2.01 | 0.15 | 2.37 | -0.21 | 0.90 | 0.72 | -0.61 | 0.61 | 2.51 | 1.47 | 1.86 | 1.75 | 0.26 | -0.25 | -1.07 | -0.68 | -0.07 | 2.82 | 1.09 | 0.01 | 0.23 | 0.91 | -0.86 | -0.11 | 1.32 | 1.40 | 1.74 | -0.22 | 0.11 | 0.17 | 0.66 | -0.04 | 1.25 | 0.04 | -0.09 | 1.27 | 1.33 | 0.57 | 0.23 | 2.23 | 1.64 | 0.55 |
| Standard Deviation(%) | NA | 27.10 | 24.95 | 22.60 | 23.43 | NA | NA | … | … | 28.67 | 27.16 | 24.59 | 17.32 | 21.16 | 14.70 | 37.98 | 16.34 | 20.71 | 13.01 | 25.70 | 19.82 | 15.03 | 14.86 | 13.43 | 18.50 | 20.21 | 24.52 | 39.09 | 20.66 | 16.94 | 17.21 | 16.26 | 14.52 | 32.32 | 21.03 | 38.05 | 31.37 | 27.68 | 28.58 | 21.91 | 17.51 | 19.89 | 19.71 | 20.30 | 21.87 | 25.95 | 25.59 | 28.52 | 51.59 | 30.64 | 20.94 | 26.49 | 25.47 | 21.75 | 25.89 | 22.79 |
| Draw Down(%) | NA | 22.97 | 42.23 | 45.25 | 45.25 | NA | NA | … | … | 22.97 | 18.13 | 17.75 | 34.03 | 11.56 | 6.92 | 30.77 | 13.08 | 20.97 | 10.75 | 16.46 | 23.24 | 18.02 | 7.20 | 5.89 | 8.01 | 11.52 | 18.07 | 23.22 | 30.65 | 12.55 | 19.67 | 7.23 | 9.83 | 22.00 | 15.18 | 22.93 | 27.64 | 20.46 | 12.14 | 14.63 | 11.87 | 23.13 | 21.75 | 13.41 | 15.95 | 20.34 | 9.69 | 20.63 | 40.55 | 28.57 | 12.50 | 13.54 | 14.46 | 9.62 | 20.86 | 15.38 |
| Yield(%) | 0.00 | 3.35 | 2.12 | 2.75 | 3.97 | 5.91 | 4.89 | … | … | 1.59 | 3.25 | 2.85 | 1.96 | 2.01 | 2.26 | 2.19 | 2.84 | 2.46 | 2.45 | 2.73 | 2.16 | 2.13 | 2.44 | 2.57 | 2.95 | 3.53 | 3.33 | 3.07 | 2.28 | 1.88 | 1.71 | 2.18 | 2.14 | 1.87 | 1.79 | 2.33 | 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 06/10/2026, 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 |
|---|---|---|---|---|
| HSY (The Hershey Company) |
-17.32%
Jun 2005 – Jun 2008 |
-6.74%
Jan 2005 – Jan 2010 |
1.21%
Jun 1998 – Jun 2008 |
7.57%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSY (The Hershey Company) |
46.90%
Aug 1983 – Aug 1986 |
37.32%
Aug 1981 – Aug 1986 |
25.95%
Jan 1981 – Jan 1991 |
21.18%
Jan 1981 – Jan 1996 |
Annualized Rolling Returns Comparison Chart