Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSN (Allison Transmission Holdings, Inc.) | 21.52% | 16.79% | 34.88% | 24.50% | 17.06% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSN (Allison Transmission Holdings, Inc.) | 03/16/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.28 | 16.79 | 34.88 | 24.50 | 17.06 | NA | NA | … | … | 21.52 | -8.34 | 88.02 | 42.31 | 16.85 | -14.08 | -9.09 | 11.49 | 3.34 | 29.95 | 33.07 | -22.08 | 24.83 | 37.63 | -16.06 |
| Sharpe Ratio | NA | 0.25 | 1.06 | 0.73 | 0.52 | NA | NA | … | … | 1.35 | -0.35 | 3.01 | 1.44 | 0.53 | -0.47 | -0.21 | 0.40 | 0.07 | 1.38 | 1.43 | -1.10 | 1.13 | 1.61 | -0.57 |
| Standard Deviation(%) | NA | 27.68 | 29.41 | 29.08 | 29.73 | NA | NA | … | … | 31.78 | 31.85 | 28.01 | 27.04 | 29.50 | 30.15 | 44.87 | 25.20 | 27.40 | 21.30 | 22.95 | 20.18 | 21.96 | 23.40 | 35.40 |
| Draw Down(%) | NA | 24.13 | 33.59 | 33.59 | 48.67 | NA | NA | … | … | 20.38 | 33.59 | 11.99 | 17.30 | 21.65 | 28.19 | 45.29 | 19.41 | 23.36 | 14.61 | 16.65 | 25.84 | 16.85 | 11.87 | 35.01 |
| Yield(%) | 0.00 | 1.09 | 2.08 | 2.25 | 2.77 | 2.71 | 2.03 | … | … | 0.59 | 1.00 | 1.76 | 2.22 | 2.28 | 1.81 | 1.39 | 1.36 | 1.37 | 1.77 | 2.35 | 1.77 | 1.89 | 2.02 | 0.73 |
Data as of 06/04/2026, Common starting date is 03/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSN (Allison Transmission Holdings, Inc.) |
-10.66%
Sep 2018 – Sep 2021 |
-0.43%
Sep 2017 – Sep 2022 |
7.19%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSN (Allison Transmission Holdings, Inc.) |
53.31%
Nov 2021 – Nov 2024 |
28.96%
Feb 2021 – Feb 2026 |
20.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart