Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLE (Allegion PLC) | -17.82% | -4.33% | 7.89% | 0.18% | 8.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLE (Allegion PLC) | 11/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -4.33 | 7.89 | 0.18 | 8.04 | NA | NA | … | … | -17.82 | 24.75 | 4.66 | 22.32 | -19.26 | 15.06 | -5.41 | 57.88 | 1.18 | 25.31 | -2.20 | 19.64 | 26.26 | -3.52 |
| Sharpe Ratio | NA | -0.43 | 0.20 | -0.10 | 0.24 | NA | NA | … | … | -1.38 | 0.87 | 0.05 | 0.72 | -0.65 | 0.65 | -0.12 | 2.88 | -0.01 | 1.42 | -0.11 | 0.96 | 1.19 | -1.34 |
| Standard Deviation(%) | NA | 25.04 | 24.46 | 26.03 | 26.84 | NA | NA | … | … | 29.73 | 25.49 | 19.95 | 26.31 | 32.03 | 23.12 | 45.97 | 19.56 | 22.79 | 17.39 | 22.34 | 20.36 | 22.09 | 20.60 |
| Draw Down(%) | NA | 29.84 | 29.84 | 38.87 | 43.25 | NA | NA | … | … | 29.84 | 12.25 | 14.91 | 23.72 | 31.99 | 16.89 | 43.25 | 16.23 | 18.80 | 10.99 | 18.43 | 13.17 | 21.68 | 11.14 |
| Yield(%) | 0.00 | 1.51 | 1.80 | 1.30 | 2.00 | 2.10 | 1.58 | … | … | 0.34 | 1.59 | 1.55 | 1.67 | 1.27 | 1.26 | 1.02 | 1.33 | 1.05 | 0.99 | 0.74 | 0.73 | 0.73 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLE (Allegion PLC) |
-4.22%
Dec 2019 – Dec 2022 |
-0.10%
May 2021 – May 2026 |
8.06%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLE (Allegion PLC) |
27.42%
Sep 2022 – Sep 2025 |
20.09%
Jan 2015 – Jan 2020 |
13.21%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart