Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALB (Albemarle Corporation) | 17.41% | 182.34% | -5.62% | 0.25% | 8.88% | 7.90% | 15.77% | … | … |
Data as of 06/04/2026, Common starting date is 02/22/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALB (Albemarle Corporation) | 02/22/1994 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.05 | 182.34 | -5.62 | 0.25 | 8.88 | 7.90 | 15.77 | … | … | 17.41 | 77.88 | -39.50 | -32.80 | -6.62 | 59.76 | 105.39 | -3.29 | -38.89 | 50.20 | 56.21 | -4.67 | -3.51 | 3.57 | 22.25 | -6.48 | 55.30 | 66.22 | -45.11 | 132.20 | 92.32 | 2.46 | 33.96 | 9.91 | 22.99 | 1.00 | 34.91 | -19.21 | -0.52 | 31.72 | -6.45 | 39.64 | -4.31 |
| Sharpe Ratio | NA | 3.41 | -0.11 | 0.00 | 0.17 | NA | NA | … | … | 1.13 | 1.24 | -0.75 | -0.77 | -0.14 | 1.35 | 1.69 | -0.13 | -1.17 | 2.06 | 1.83 | -0.13 | -0.16 | 0.17 | 0.78 | -0.14 | 1.87 | 1.44 | -0.72 | 1.69 | 3.35 | 0.01 | 1.54 | 0.37 | 0.63 | -0.05 | 0.67 | -0.54 | -0.11 | 0.85 | -0.26 | 1.13 | -0.25 |
| Standard Deviation(%) | NA | 61.55 | 57.73 | 54.61 | 48.37 | NA | NA | … | … | 62.07 | 61.78 | 57.83 | 47.82 | 55.76 | 44.09 | 62.01 | 36.27 | 34.41 | 24.20 | 30.58 | 34.83 | 22.04 | 21.11 | 28.59 | 45.94 | 29.47 | 45.80 | 63.90 | 76.96 | 26.71 | 24.84 | 21.44 | 25.11 | 34.79 | 31.82 | 45.60 | 42.08 | 35.59 | 32.86 | 38.25 | 31.43 | 33.19 |
| Draw Down(%) | NA | 21.62 | 78.60 | 83.90 | 83.90 | NA | NA | … | … | 21.62 | 47.64 | 50.06 | 60.74 | 34.11 | 24.05 | 45.73 | 35.13 | 46.04 | 11.83 | 14.82 | 34.45 | 26.48 | 12.38 | 23.06 | 44.82 | 15.62 | 35.34 | 63.83 | 20.14 | 11.82 | 15.90 | 10.56 | 23.99 | 26.76 | 28.65 | 26.55 | 33.25 | 36.06 | 14.09 | 38.02 | 13.91 | 26.24 |
| Yield(%) | 0.00 | 2.71 | 0.78 | 0.92 | 1.84 | 2.00 | 4.69 | … | … | 0.28 | 1.90 | 1.10 | 0.75 | 0.67 | 1.02 | 2.12 | 1.88 | 1.02 | 1.45 | 2.20 | 1.92 | 1.74 | 1.49 | 1.52 | 1.20 | 1.47 | 2.16 | 1.18 | 1.17 | 3.37 | 3.26 | 3.87 | 3.95 | 4.52 | 3.89 | 5.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/22/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALB (Albemarle Corporation) |
-39.49%
May 2022 – May 2025 |
-5.08%
May 2020 – May 2025 |
0.65%
May 2015 – May 2025 |
3.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALB (Albemarle Corporation) |
85.15%
Apr 2004 – Apr 2007 |
52.23%
Sep 2002 – Sep 2007 |
32.43%
Jul 2001 – Jul 2011 |
25.30%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart