Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACN (Accenture plc) | -37.42% | -45.97% | -18.10% | -8.67% | 5.18% | 9.81% | 11.76% | … | … |
Data as of 06/16/2026, Common starting date is 07/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACN (Accenture plc) | 07/19/2001 | 06/16/2026 |
| 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 (%) | -4.58 | -45.97 | -18.10 | -8.67 | 5.18 | 9.81 | 11.76 | … | … | -37.42 | -22.14 | 1.86 | 33.60 | -34.75 | 60.67 | 26.04 | 51.21 | -6.23 | 33.34 | 14.33 | 19.53 | 11.39 | 26.59 | 27.73 | 11.95 | 19.03 | 28.98 | -7.57 | -1.46 | 29.32 | 8.21 | 2.58 | 46.30 | -33.17 | 77.46 |
| Sharpe Ratio | NA | -1.32 | -0.69 | -0.38 | 0.14 | NA | NA | … | … | -1.46 | -0.89 | -0.07 | 1.39 | -1.09 | 3.09 | 0.62 | 2.95 | -0.33 | 2.50 | 0.66 | 0.96 | 0.69 | 1.29 | 1.27 | 0.38 | 0.85 | 0.94 | -0.20 | -0.17 | 1.15 | 0.25 | 0.06 | 1.14 | -0.58 | 5.07 |
| Standard Deviation(%) | NA | 36.28 | 28.83 | 28.67 | 26.89 | NA | NA | … | … | 44.53 | 28.22 | 24.85 | 21.76 | 33.18 | 19.63 | 41.48 | 16.85 | 23.35 | 13.13 | 21.30 | 20.41 | 16.42 | 20.66 | 21.92 | 31.42 | 22.28 | 30.72 | 42.63 | 26.72 | 22.56 | 23.63 | 29.03 | 40.16 | 59.55 | 53.34 |
| Draw Down(%) | NA | 48.51 | 58.67 | 58.67 | 58.67 | NA | NA | … | … | 44.20 | 41.02 | 26.89 | 16.30 | 38.85 | 8.11 | 33.45 | 9.41 | 22.56 | 8.24 | 12.19 | 12.41 | 9.75 | 14.44 | 15.21 | 25.22 | 18.42 | 21.72 | 35.35 | 22.12 | 21.74 | 20.48 | 17.37 | 27.80 | 59.20 | 23.55 |
| Yield(%) | 0.00 | 2.03 | 1.78 | 1.78 | 3.30 | 5.94 | 9.97 | … | … | 1.25 | 1.74 | 1.54 | 1.72 | 0.99 | 1.41 | 1.56 | 1.61 | 1.81 | 2.18 | 2.27 | 2.39 | 2.40 | 2.52 | 2.80 | 2.32 | 1.96 | 2.23 | 1.39 | 1.15 | 1.19 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/16/2026, Common starting date is 07/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACN (Accenture plc) |
-13.45%
May 2023 – May 2026 |
-7.65%
Apr 2021 – Apr 2026 |
6.41%
May 2016 – May 2026 |
9.95%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACN (Accenture plc) |
45.21%
Dec 2018 – Dec 2021 |
30.80%
Dec 2016 – Dec 2021 |
25.15%
Dec 2011 – Dec 2021 |
20.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart