Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHW (The Sherwin-Williams Company) | -3.70% | -12.43% | 9.82% | 3.24% | 13.19% | 18.67% | 17.63% | … | … |
Data as of 06/09/2026, Common starting date is 07/01/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHW (The Sherwin-Williams Company) | 07/01/1985 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.99 | -12.43 | 9.82 | 3.24 | 13.19 | 18.67 | 17.63 | … | … | -3.70 | -3.83 | 9.90 | 32.73 | -31.96 | 44.90 | 27.05 | 49.70 | -3.23 | 52.57 | 4.79 | -0.35 | 44.85 | 20.65 | 74.48 | 8.50 | 38.64 | 5.89 | 5.57 | -6.96 | 42.75 | 3.69 | 30.70 | 25.62 | 4.88 | 7.14 | 28.37 | -27.13 | 7.52 | 0.47 | 39.49 | 24.32 | -5.00 | 18.54 | 16.29 | 45.78 | 11.20 | 38.61 | 6.59 | -10.17 | 27.16 | 16.67 |
| Sharpe Ratio | NA | -0.67 | 0.26 | 0.00 | 0.43 | NA | NA | … | … | -0.52 | -0.28 | 0.29 | 1.16 | -0.94 | 2.47 | 0.62 | 2.28 | -0.20 | 3.14 | 0.19 | -0.02 | 2.56 | 0.95 | 3.39 | 0.35 | 1.80 | 0.17 | 0.10 | -0.38 | 1.25 | 0.07 | 1.69 | 1.15 | 0.11 | 0.12 | 0.58 | -0.88 | 0.12 | -0.11 | 1.64 | 1.11 | -0.42 | 0.72 | 0.55 | 1.27 | 0.21 | 1.62 | 0.06 | -0.32 | 0.62 | 1.38 |
| Standard Deviation(%) | NA | 24.66 | 23.02 | 26.12 | 26.62 | NA | NA | … | … | 27.75 | 24.04 | 21.39 | 25.28 | 35.51 | 18.18 | 43.31 | 21.15 | 23.43 | 16.63 | 24.31 | 22.74 | 17.53 | 21.63 | 22.21 | 24.03 | 21.46 | 34.72 | 47.51 | 26.56 | 31.72 | 21.70 | 17.56 | 21.62 | 34.06 | 39.41 | 41.82 | 34.52 | 33.08 | 29.50 | 21.67 | 18.32 | 19.43 | 22.51 | 24.82 | 32.68 | 26.78 | 20.17 | 30.31 | 44.43 | 36.45 | 22.37 |
| Draw Down(%) | NA | 21.36 | 25.69 | 42.46 | 42.46 | NA | NA | … | … | 20.99 | 14.29 | 15.75 | 16.16 | 42.46 | 10.55 | 33.33 | 8.66 | 23.43 | 8.65 | 22.68 | 24.95 | 11.33 | 13.37 | 10.32 | 20.41 | 16.45 | 29.10 | 24.91 | 20.25 | 23.54 | 15.83 | 8.29 | 14.04 | 32.50 | 24.51 | 27.69 | 40.59 | 46.11 | 22.03 | 8.95 | 8.71 | 17.15 | 11.32 | 10.77 | 20.33 | 25.57 | 9.64 | 19.34 | 44.63 | 27.87 | 14.67 |
| Yield(%) | 0.00 | 0.89 | 1.22 | 0.98 | 1.17 | 3.65 | 5.57 | … | … | 0.49 | 0.95 | 0.94 | 1.01 | 0.71 | 0.46 | 0.94 | 1.15 | 0.83 | 1.24 | 1.32 | 1.02 | 1.21 | 1.28 | 1.71 | 1.72 | 2.34 | 2.37 | 2.48 | 1.99 | 2.21 | 1.86 | 1.96 | 2.14 | 2.20 | 2.33 | 2.68 | 1.62 | 1.61 | 0.90 | 1.72 | 1.94 | 1.58 | 1.61 | 1.71 | 1.45 | 2.20 | 2.79 | 2.40 | 1.95 | 1.45 | 1.20 |
Data as of 06/09/2026, Common starting date is 07/01/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHW (The Sherwin-Williams Company) |
-14.45%
Apr 1998 – Apr 2001 |
-3.77%
Mar 1998 – Mar 2003 |
5.47%
Jun 1998 – Jun 2008 |
8.70%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHW (The Sherwin-Williams Company) |
45.11%
Sep 2011 – Sep 2014 |
36.97%
Feb 2010 – Feb 2015 |
29.44%
Aug 2011 – Aug 2021 |
24.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart