Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUM (Yum! Brands, Inc.) | 0.82% | 6.99% | 5.94% | 6.93% | 15.59% | 14.25% | 15.23% | … | … |
Data as of 06/10/2026, Common starting date is 09/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUM (Yum! Brands, Inc.) | 09/17/1997 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 6.99 | 5.94 | 6.93 | 15.59 | 14.25 | 15.23 | … | … | 0.82 | 14.94 | 4.72 | 3.93 | -5.99 | 30.05 | 9.85 | 11.41 | 14.61 | 31.09 | 71.72 | 2.52 | -1.67 | 16.17 | 14.61 | 22.75 | 43.26 | 13.80 | -15.99 | 32.28 | 26.76 | 0.23 | 37.84 | 42.03 | -1.54 | 49.09 | -14.56 | -22.94 | 72.47 | -0.21 |
| Sharpe Ratio | NA | 0.23 | 0.14 | 0.21 | 0.57 | NA | NA | … | … | -0.04 | 0.49 | 0.07 | 0.02 | -0.31 | 1.66 | 0.22 | 0.64 | 0.67 | 2.27 | 1.94 | 0.07 | -0.08 | 0.74 | 0.57 | 0.91 | 1.92 | 0.40 | -0.36 | 1.22 | 1.01 | -0.09 | 1.70 | 1.62 | -0.06 | 1.61 | -0.38 | -0.61 | 1.72 | -0.12 |
| Standard Deviation(%) | NA | 21.68 | 19.93 | 20.38 | 24.54 | NA | NA | … | … | 21.11 | 24.64 | 16.13 | 16.16 | 24.15 | 18.13 | 43.19 | 15.57 | 19.70 | 13.45 | 36.91 | 33.50 | 21.30 | 21.85 | 25.93 | 25.09 | 22.50 | 33.96 | 46.40 | 23.96 | 23.15 | 21.61 | 21.71 | 25.52 | 42.85 | 29.61 | 49.90 | 43.34 | 40.19 | 37.69 |
| Draw Down(%) | NA | 12.41 | 16.10 | 23.10 | 52.17 | NA | NA | … | … | 12.41 | 14.45 | 11.61 | 17.89 | 23.10 | 9.37 | 46.83 | 17.85 | 11.77 | 7.97 | 10.75 | 28.57 | 18.81 | 12.45 | 15.82 | 15.36 | 12.31 | 28.12 | 45.50 | 14.89 | 16.03 | 12.16 | 9.57 | 13.42 | 35.21 | 20.23 | 38.51 | 51.36 | 18.40 | 19.82 |
| Yield(%) | 0.00 | 2.03 | 2.04 | 2.14 | 3.48 | 4.53 | 7.81 | … | … | 1.00 | 2.13 | 2.08 | 1.91 | 1.67 | 1.89 | 1.84 | 1.84 | 1.76 | 1.90 | 2.62 | 2.34 | 2.02 | 2.05 | 2.03 | 2.11 | 2.51 | 2.44 | 1.79 | 1.78 | 1.13 | 0.92 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUM (Yum! Brands, Inc.) |
-5.77%
Mar 1999 – Mar 2002 |
1.58%
Mar 1999 – Mar 2004 |
5.29%
Mar 1999 – Mar 2009 |
11.46%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUM (Yum! Brands, Inc.) |
40.30%
Mar 2009 – Mar 2012 |
34.29%
Jul 2000 – Jul 2005 |
24.02%
Mar 2009 – Mar 2019 |
21.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart