Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOS (A. O. Smith Corporation) | 6.72% | -10.69% | 9.07% | 8.41% | 25.53% | 37.32% | 32.09% | 17.86% |
Data as of 07/25/2025, AR inception is 09/30/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOS (A. O. Smith Corporation) | 09/30/1983 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | -10.69 | 9.07 | 8.41 | 25.53 | 37.32 | 32.09 | 17.86 | 6.72 | -15.92 | 47.30 | -32.07 | 59.28 | 17.46 | 13.65 | -29.35 | 30.78 | 400.29 | 37.35 | 5.88 | 246.01 | 59.51 | 6.90 | 100.63 | 50.33 | -13.83 | -5.04 | 8.72 | 19.91 | -12.76 | 32.36 | 41.36 | 17.76 | -19.66 | -10.94 | -41.86 | 41.42 | 43.98 | -15.31 | -31.47 | 86.93 | 112.50 | 17.07 | 18.27 | -15.45 | 26.80 | -40.85 | -13.23 | 107.69 | -35.00 | -10.26 |
| Sharpe Ratio | NA | -0.55 | 0.21 | 0.25 | 0.57 | NA | NA | 0.39 | 0.34 | -0.94 | 1.58 | -1.07 | 2.15 | 0.45 | 0.48 | -1.18 | 1.94 | 3.91 | 1.44 | 0.28 | 3.42 | 2.43 | 0.18 | 2.08 | 1.21 | -0.26 | -0.23 | 0.16 | 0.55 | -0.50 | 0.97 | 0.85 | 0.39 | -0.60 | -0.42 | -0.81 | 1.80 | 1.52 | -0.67 | -0.97 | 2.87 | 3.32 | 0.57 | 0.47 | -1.13 | 1.02 | -1.05 | -0.52 | 3.65 | -0.87 | -0.70 |
| Standard Deviation(%) | NA | 25.35 | 26.98 | 27.89 | 41.74 | NA | NA | 38.42 | 27.44 | 24.02 | 27.51 | 31.29 | 27.62 | 38.07 | 25.48 | 25.97 | 15.63 | 102.25 | 25.87 | 20.68 | 71.84 | 24.74 | 37.21 | 48.43 | 41.63 | 57.08 | 34.52 | 34.51 | 32.21 | 27.57 | 32.61 | 47.55 | 39.83 | 39.66 | 33.91 | 56.01 | 21.00 | 26.38 | 28.65 | 35.46 | 29.36 | 32.80 | 23.36 | 27.51 | 18.68 | 21.51 | 42.51 | 33.30 | 28.05 | 47.86 | 58.69 |
| Draw Down(%) | NA | 33.54 | 34.30 | 42.68 | 46.81 | NA | NA | 77.72 | 17.55 | 25.44 | 15.18 | 42.68 | 17.15 | 28.02 | 28.02 | 38.11 | 6.96 | 18.99 | 18.00 | 16.90 | 10.46 | 10.47 | 31.59 | 19.95 | 33.56 | 47.68 | 35.34 | 39.17 | 22.67 | 33.63 | 22.44 | 34.21 | 25.57 | 47.65 | 40.51 | 70.38 | 8.39 | 21.62 | 32.02 | 46.08 | 13.69 | 33.10 | 23.70 | 32.50 | 32.43 | 14.39 | 63.76 | 34.32 | 16.28 | 44.83 | 29.49 |
| Yield(%) | 0.00 | 1.63 | 2.31 | 2.35 | 2.74 | 7.62 | 12.28 | 26.57 | 1.01 | 1.60 | 2.58 | 1.36 | 1.97 | 2.05 | 2.07 | 1.24 | 1.18 | 1.28 | 1.36 | 1.13 | 1.42 | 1.74 | 1.57 | 1.82 | 2.57 | 2.19 | 1.89 | 1.79 | 2.19 | 1.76 | 2.02 | 2.82 | 3.09 | 2.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 09/30/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOS (A. O. Smith Corporation) |
-31.36%
Sep 1997 - Sep 2000 |
-13.11%
Sep 1995 - Sep 2000 |
-2.63%
Jun 1998 - Jun 2008 |
-1.05%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOS (A. O. Smith Corporation) |
118.30%
Sep 2014 - Sep 2017 |
111.33%
Nov 2011 - Nov 2016 |
67.59%
Mar 2009 - Mar 2019 |
46.99%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart