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
AWI (Armstrong World Industries, Inc.) -19.74% -1.03% 34.00% 8.38% 14.86% 11.45% NA
Data as of 06/04/2026, Common starting date is 10/11/2006
More Performance Analytics Comparison
Name Start Date End Date
AWI (Armstrong World Industries, Inc.) 10/11/2006 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
Annualized Return (%) -4.73 -1.03 34.00 8.38 14.86 11.45 NA -19.74 36.23 45.05 45.34 -40.26 57.43 -19.97 62.79 -3.61 44.86 5.48 -10.54 -11.28 13.58 39.64 2.01 57.03 80.04 -36.73 -5.39 5.97
Sharpe Ratio NA -0.03 1.32 0.26 0.45 NA NA -1.27 1.36 1.73 1.64 -1.44 2.08 -0.37 2.80 -0.21 1.72 0.19 -0.41 -0.38 0.55 1.29 0.05 1.28 1.12 -0.71 -0.30 1.12
Standard Deviation(%) NA 25.30 25.34 26.08 29.89 NA NA 30.84 24.66 23.96 25.74 29.04 27.60 54.12 21.92 24.33 25.86 28.09 26.00 30.03 24.81 31.08 39.79 44.52 71.69 52.61 28.31 24.09
Draw Down(%) NA 24.54 24.54 46.07 46.44 NA NA 24.46 18.05 12.76 24.26 40.60 15.24 46.44 10.88 23.44 13.22 20.64 25.47 26.17 18.91 22.02 31.68 35.54 59.19 62.22 36.89 13.43
Yield(%) 0.00 0.85 1.85 1.03 1.85 2.76 4.97 0.34 0.90 1.18 1.50 0.82 1.21 0.85 1.21 0.28 0.00 0.00 0.00 0.00 0.00 21.93 0.00 39.63 0.00 12.79 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWI (Armstrong World Industries, Inc.) -11.07%
Jan 2013 – Jan 2016
0.62%
May 2012 – May 2017
3.82%
May 2013 – May 2023
8.90%
May 2007 – May 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWI (Armstrong World Industries, Inc.) 96.67%
Mar 2009 – Mar 2012
52.71%
Mar 2009 – Mar 2014
30.54%
Mar 2009 – Mar 2019
23.49%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return