Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACA (Arcosa, Inc.) | 15.31% | 38.03% | 21.73% | 15.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACA (Arcosa, Inc.) | 11/06/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.36 | 38.03 | 21.73 | 15.91 | NA | NA | NA | … | … | 15.31 | 10.15 | 17.34 | 52.54 | 3.51 | -3.73 | 23.87 | 62.13 | -2.26 |
| Sharpe Ratio | NA | 1.24 | 0.61 | 0.37 | NA | NA | NA | … | … | 1.22 | 0.21 | 0.42 | 1.58 | 0.06 | -0.10 | 0.41 | 1.70 | -0.26 |
| Standard Deviation(%) | NA | 35.93 | 33.82 | 34.44 | NA | NA | NA | … | … | 42.39 | 35.00 | 32.49 | 31.17 | 36.99 | 39.07 | 57.36 | 35.77 | 63.49 |
| Draw Down(%) | NA | 21.45 | 36.63 | 36.63 | NA | NA | NA | … | … | 21.45 | 31.75 | 17.91 | 17.29 | 23.34 | 28.80 | 36.79 | 19.74 | 29.79 |
| Yield(%) | 0.00 | 0.22 | 0.29 | 0.34 | 0.55 | 0.36 | 0.27 | … | … | 0.09 | 0.21 | 0.24 | 0.37 | 0.37 | 0.37 | 0.44 | 0.88 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACA (Arcosa, Inc.) |
7.27%
Dec 2019 – Dec 2022 |
10.60%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACA (Arcosa, Inc.) |
29.87%
Jan 2022 – Jan 2025 |
25.01%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart