Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATKR (Atkore Inc.) 28.65% 23.71% -12.72% 1.46% NA NA NA
Data as of 06/05/2026, Common starting date is 06/13/2016
More Performance Analytics Comparison
Name Start Date End Date
ATKR (Atkore Inc.) 06/13/2016 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 2017 2016
Annualized Return (%) -2.66 23.71 -12.72 1.46 NA NA NA 28.65 -22.67 -47.26 41.07 2.01 170.47 1.61 103.93 -7.51 -10.29 47.14
Sharpe Ratio NA 0.52 -0.30 -0.01 NA NA NA 2.44 -0.46 -1.16 0.95 0.01 3.63 0.01 3.52 -0.19 -0.28 3.13
Standard Deviation(%) NA 48.11 46.38 47.48 NA NA NA 39.07 55.95 44.01 39.62 53.11 46.92 92.74 29.11 45.88 39.35 31.98
Draw Down(%) NA 32.38 72.77 72.77 NA NA NA 24.40 40.75 57.25 24.60 42.28 24.73 72.33 14.34 37.94 41.78 12.36
Yield(%) 0.00 1.99 0.86 0.83 2.00 1.33 1.00 1.02 1.61 0.78 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATKR (Atkore Inc.) -24.25%
Mar 2023 – Mar 2026
-3.21%
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
ATKR (Atkore Inc.) 88.21%
Mar 2020 – Mar 2023
54.70%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return