Capital Markets Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1GS-PD The Goldman Sachs
4.8
 0.17 
 0.65 
 0.11 
2MS-PA Morgan Stanley
4.72
 0.29 
 0.52 
 0.15 
3GS-PC The Goldman Sachs
4.7
 0.16 
 0.81 
 0.13 
4GS-PA The Goldman Sachs
4.55
 0.17 
 0.74 
 0.13 
5RJF-PB Raymond James Financial
0.0
 0.15 
 0.14 
 0.02 
6SCHW-PJ The Charles Schwab
0.0
 0.02 
 0.81 
 0.02 
7SCHW-PD The Charles Schwab
0.0
 0.12 
 0.32 
 0.04 
886765BAU3 SUNOCO LOGISTICS PARTNERS
0.0
(0.11)
 0.36 
(0.04)
986765BAT6 SUNOCO LOGISTICS PARTNERS
0.0
(0.12)
 0.48 
(0.06)
1086765BAV1 SUNOCO LOGISTICS PARTNERS
0.0
 0.02 
 0.89 
 0.02 
1186765BAM1 SUNOCO LOGISTICS PARTNERS
0.0
(0.09)
 1.38 
(0.12)
1286765BAP4 SUNOCO LOGISTICS PARTNERS
0.0
(0.12)
 2.39 
(0.28)
1386765BAQ2 SUNOCO LOGISTICS PARTNERS
0.0
(0.03)
 0.90 
(0.03)
1486765BAS8 SUNOCO LOGISTICS PARTNERS
0.0
(0.02)
 0.26 
(0.01)
1586765BAH2 SUNOCO LOGISTICS PARTNERS
0.0
 0.16 
 2.51 
 0.41 
1686765BAK5 SUNOCO LOGISTICS PARTNERS
0.0
(0.04)
 0.81 
(0.03)
17WAI Top KingWin
0.0
 0.15 
 13.89 
 2.11 
1886765LAZ0 SUN 45 30 APR 30
0.0
(0.12)
 1.11 
(0.13)
1986765LAT4 US86765LAT44
0.0
(0.11)
 0.85 
(0.10)
2086765LAN7 Sunoco LP 5875
0.0
(0.10)
 0.59 
(0.06)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.