Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNLYD (Unilever PLC) | -15.35% | -16.91% | 2.04% | 0.76% | 4.45% | 6.36% | 11.31% | … | … |
Data as of 04/02/2026, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNLYD (Unilever PLC) | 07/26/2001 | 04/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.60 | -16.91 | 2.04 | 0.76 | 4.45 | 6.36 | 11.31 | … | … | -15.35 | 4.24 | 29.59 | -2.97 | -2.78 | -8.89 | 11.27 | 14.92 | -5.10 | 40.92 | -1.95 | 10.44 | 2.50 | 4.50 | 16.84 | 9.38 | 8.51 | 37.43 | -34.78 | 28.70 | 181.96 | 0.17 | 1.93 | 3.26 | 12.22 | -0.02 |
| Sharpe Ratio | NA | -0.44 | -0.03 | -0.03 | 0.09 | NA | NA | … | … | -1.72 | 0.03 | 0.76 | -0.23 | -0.11 | -0.28 | 0.27 | 0.66 | -0.28 | 1.73 | -0.09 | 0.44 | 0.12 | 0.27 | 1.07 | 0.47 | 0.31 | 0.30 | -0.48 | 0.43 | 0.71 | -0.06 | 0.03 | 0.02 | 0.11 | -0.01 |
| Standard Deviation(%) | NA | 44.99 | 37.85 | 36.83 | 32.51 | NA | NA | … | … | 29.35 | 48.43 | 34.38 | 29.20 | 38.06 | 31.49 | 40.74 | 20.36 | 23.36 | 23.36 | 23.14 | 23.48 | 21.34 | 16.72 | 15.88 | 19.68 | 26.19 | 125.35 | 72.36 | 61.14 | 229.79 | 31.55 | 37.72 | 100.30 | 102.07 | 303.74 |
| Draw Down(%) | NA | 24.42 | 24.42 | 30.10 | 30.65 | NA | NA | … | … | 24.42 | 13.53 | 15.74 | 18.19 | 21.45 | 17.84 | 26.57 | 12.48 | 11.02 | 9.49 | 20.05 | 15.12 | 15.65 | 14.19 | 9.01 | 11.52 | 14.26 | 26.27 | 42.53 | 10.42 | 6.07 | 8.40 | 24.41 | 20.26 | 16.76 | 44.66 |
| Yield(%) | 0.00 | 4.02 | 4.74 | 3.89 | 4.24 | 5.02 | 12.73 | … | … | 0.85 | 4.88 | 5.83 | 3.67 | 3.36 | 3.45 | 3.20 | 3.49 | 2.42 | 3.02 | 3.57 | 3.63 | 4.18 | 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 04/02/2026, Common starting date is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLYD (Unilever PLC) |
-7.06%
Aug 2019 – Aug 2022 |
-2.63%
Sep 2017 – Sep 2022 |
4.45%
Sep 2012 – Sep 2022 |
4.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLYD (Unilever PLC) |
63.19%
Dec 2004 – Dec 2007 |
46.95%
Jul 2002 – Jul 2007 |
24.25%
Sep 2002 – Sep 2012 |
20.05%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart