Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VZ (Verizon Communications Inc.) | 16.07% | 11.95% | 16.46% | 1.82% | 4.13% | 6.99% | 7.65% | … | … |
Data as of 06/09/2026, Common starting date is 11/21/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VZ (Verizon Communications Inc.) | 11/21/1983 | 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 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.37 | 11.95 | 16.46 | 1.82 | 4.13 | 6.99 | 7.65 | … | … | 16.07 | 8.86 | 13.14 | 2.71 | -20.02 | -7.55 | -0.13 | 13.84 | 11.26 | 3.98 | 20.70 | 3.62 | -0.55 | 18.60 | 13.18 | 18.19 | 14.95 | 3.78 | -18.45 | 22.21 | 39.76 | -22.18 | 20.25 | -5.70 | -15.18 | -2.52 | -16.21 | 14.00 | 18.68 | 40.54 | -3.18 | 34.42 | -16.03 | 15.61 | 6.22 | -10.02 | -3.60 | 56.41 | 9.42 | -3.70 | 26.76 | 32.50 | 23.18 | -7.12 |
| Sharpe Ratio | NA | 0.41 | 0.62 | -0.05 | 0.13 | NA | NA | … | … | 1.36 | 0.28 | 0.45 | -0.04 | -0.95 | -0.53 | -0.02 | 0.78 | 0.49 | 0.20 | 1.28 | 0.23 | -0.04 | 1.08 | 0.93 | 0.94 | 0.90 | 0.14 | -0.45 | 0.99 | 2.21 | -1.74 | 1.13 | -0.22 | -0.38 | -0.17 | -0.47 | 0.30 | 0.49 | 1.38 | -0.31 | 1.51 | -0.95 | 0.62 | 0.25 | -0.58 | -0.34 | 2.99 | 0.21 | -0.24 | 1.07 | 2.03 | 1.03 | -4.26 |
| Standard Deviation(%) | NA | 22.30 | 22.65 | 21.57 | 20.31 | NA | NA | … | … | 26.65 | 21.21 | 21.23 | 22.90 | 22.78 | 14.22 | 24.45 | 15.87 | 20.40 | 16.99 | 15.98 | 15.73 | 14.80 | 17.20 | 14.18 | 19.36 | 16.60 | 25.61 | 43.18 | 19.43 | 16.53 | 14.03 | 17.05 | 29.17 | 43.05 | 29.22 | 43.38 | 35.60 | 30.86 | 26.57 | 21.78 | 20.22 | 20.16 | 21.47 | 14.92 | 23.94 | 26.72 | 16.89 | 21.30 | 32.79 | 20.90 | 13.30 | 15.52 | 13.24 |
| Draw Down(%) | NA | 13.32 | 14.93 | 38.38 | 41.21 | NA | NA | … | … | 11.36 | 13.32 | 11.04 | 22.74 | 33.83 | 14.44 | 17.82 | 9.81 | 15.41 | 18.67 | 16.98 | 14.25 | 11.81 | 13.98 | 12.01 | 12.33 | 17.78 | 23.32 | 39.93 | 10.51 | 12.12 | 24.56 | 11.93 | 25.84 | 44.46 | 18.13 | 37.54 | 15.09 | 21.53 | 19.26 | 25.88 | 7.45 | 17.30 | 14.23 | 16.49 | 19.91 | 29.61 | 6.00 | 11.93 | 23.54 | 16.28 | 10.66 | 11.37 | 7.30 |
| Yield(%) | 0.00 | 6.34 | 7.62 | 4.65 | 4.86 | 6.69 | 7.82 | … | … | 3.45 | 6.77 | 6.87 | 6.54 | 4.91 | 4.29 | 4.05 | 4.33 | 4.43 | 4.26 | 4.96 | 4.72 | 4.37 | 4.69 | 5.07 | 5.39 | 5.94 | 5.35 | 4.06 | 4.35 | 5.33 | 3.95 | 4.37 | 3.83 | 3.18 | 3.06 | 2.65 | 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 06/09/2026, 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 |
|---|---|---|---|---|
| VZ (Verizon Communications Inc.) |
-23.75%
Sep 1999 – Sep 2002 |
-8.31%
Jun 1999 – Jun 2004 |
-3.14%
Sep 1999 – Sep 2009 |
2.29%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZ (Verizon Communications Inc.) |
31.01%
Sep 1996 – Sep 1999 |
22.59%
Dec 1984 – Dec 1989 |
13.77%
Dec 1983 – Dec 1993 |
14.58%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart