Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KVUE (Kenvue Inc.) | 5.09% | -14.40% | -7.34% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KVUE (Kenvue Inc.) | 05/04/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | -14.40 | -7.34 | NA | NA | NA | NA | … | … | 5.09 | -15.86 | 3.12 | -18.44 |
| Sharpe Ratio | NA | -0.52 | -0.37 | NA | NA | NA | NA | … | … | 0.46 | -0.54 | -0.02 | -1.16 |
| Standard Deviation(%) | NA | 32.67 | 28.70 | NA | NA | NA | NA | … | … | 21.32 | 34.95 | 25.86 | 26.43 |
| Draw Down(%) | NA | 37.63 | 42.08 | NA | NA | NA | NA | … | … | 12.50 | 41.21 | 17.59 | 33.22 |
| Yield(%) | 0.00 | 3.84 | 3.25 | 1.82 | 0.91 | 0.61 | 0.46 | … | … | 2.40 | 3.88 | 3.76 | 1.49 |
Data as of 06/05/2026, Common starting date is 05/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KVUE (Kenvue Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KVUE (Kenvue Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart