Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T (AT&T Inc.) | -6.37% | -14.47% | 20.25% | 0.96% | -2.41% | 1.90% | 3.44% | … | … |
Data as of 06/05/2026, Common starting date is 11/21/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T (AT&T Inc.) | 11/21/1983 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.27 | -14.47 | 20.25 | 0.96 | -2.41 | 1.90 | 3.44 | … | … | -6.37 | 13.97 | 44.08 | -2.74 | -20.12 | -8.09 | -40.61 | 45.55 | -22.25 | -4.01 | 29.88 | 8.33 | 0.65 | 9.76 | 17.51 | 9.01 | 11.63 | 4.82 | -28.01 | 20.58 | 53.17 | 0.25 | 3.74 | 1.06 | -28.30 | -16.06 | 0.08 | -9.09 | 46.42 | 41.20 | -9.39 | 41.80 | -2.71 | 12.16 | 14.51 | 15.40 | -12.33 | 58.20 | 17.45 | -8.13 | 31.29 | 20.85 | 20.17 | -4.46 |
| Sharpe Ratio | NA | -0.38 | 0.88 | 0.00 | -0.12 | NA | NA | … | … | 0.10 | 0.50 | 2.00 | -0.24 | -0.64 | -0.42 | -0.90 | 2.43 | -1.00 | -0.28 | 2.04 | 0.53 | 0.04 | 0.64 | 1.27 | 0.49 | 0.77 | 0.18 | -0.64 | 0.77 | 2.96 | -0.16 | 0.15 | 0.01 | -0.68 | -0.56 | -0.09 | -0.35 | 1.28 | 1.42 | -0.61 | 1.92 | -0.25 | 0.47 | 0.70 | 0.53 | -0.76 | 2.61 | 0.62 | -0.43 | 1.43 | 1.08 | 0.80 | -4.22 |
| Standard Deviation(%) | NA | 21.47 | 22.86 | 25.40 | 26.00 | NA | NA | … | … | 25.48 | 22.26 | 20.25 | 27.15 | 33.54 | 19.30 | 45.07 | 18.11 | 23.66 | 17.01 | 14.52 | 15.73 | 14.31 | 15.23 | 13.86 | 18.23 | 15.05 | 26.33 | 44.88 | 22.60 | 16.87 | 12.86 | 19.03 | 33.71 | 43.06 | 33.79 | 44.54 | 36.01 | 33.51 | 26.33 | 21.05 | 19.66 | 22.96 | 21.20 | 16.96 | 21.38 | 23.44 | 20.02 | 20.29 | 28.82 | 18.71 | 14.20 | 16.37 | 9.79 |
| Draw Down(%) | NA | 20.60 | 20.60 | 47.30 | 67.11 | NA | NA | … | … | 16.56 | 17.86 | 9.35 | 32.01 | 43.96 | 29.47 | 47.96 | 6.18 | 26.97 | 19.95 | 15.71 | 10.92 | 11.01 | 13.48 | 12.56 | 12.37 | 12.88 | 25.06 | 43.37 | 14.41 | 11.95 | 10.27 | 14.49 | 37.41 | 48.83 | 27.34 | 26.90 | 25.24 | 19.29 | 14.01 | 22.92 | 9.12 | 12.71 | 14.21 | 13.17 | 13.35 | 26.64 | 9.19 | 11.97 | 26.82 | 11.65 | 13.92 | 16.32 | 5.48 |
| Yield(%) | 0.00 | 4.01 | 7.23 | 5.37 | 3.90 | 5.37 | 6.07 | … | … | 2.26 | 4.87 | 6.45 | 5.93 | 6.38 | 7.06 | 4.37 | 6.91 | 5.19 | 4.56 | 5.59 | 5.55 | 5.26 | 5.14 | 5.79 | 5.80 | 5.88 | 5.57 | 3.90 | 4.06 | 5.39 | 5.04 | 4.78 | 4.21 | 2.67 | 2.03 | 2.14 | 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 06/05/2026, Common starting date is 11/21/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T (AT&T Inc.) |
-27.97%
Sep 2019 – Sep 2022 |
-16.50%
Sep 2017 – Sep 2022 |
-5.89%
Sep 2012 – Sep 2022 |
-2.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T (AT&T Inc.) |
33.05%
Jun 1996 – Jun 1999 |
22.94%
Jul 1984 – Jul 1989 |
18.18%
Dec 1988 – Dec 1998 |
18.31%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart