Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AZEK (The AZEK Company Inc.) | 14.49% | 31.60% | 48.07% | 11.27% | NA | NA | NA | 13.00% |
Data as of 06/30/2025, AR inception is 06/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZEK (The AZEK Company Inc.) | 06/15/2020 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.09 | 31.60 | 48.07 | 11.27 | NA | NA | NA | 13.00 | 14.49 | 26.85 | 88.24 | -56.06 | 20.26 | 30.34 |
| Sharpe Ratio | NA | 0.67 | 1.10 | 0.21 | NA | NA | NA | 0.25 | 0.72 | 0.56 | 2.34 | -0.87 | 0.59 | 1.68 |
| Standard Deviation(%) | NA | 38.71 | 40.77 | 43.94 | NA | NA | NA | 43.86 | 40.35 | 36.48 | 36.22 | 65.83 | 34.43 | 36.59 |
| Draw Down(%) | NA | 27.67 | 32.48 | 70.04 | NA | NA | NA | 70.04 | 23.83 | 26.70 | 27.54 | 67.08 | 33.15 | 22.27 |
| Yield(%) | 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 06/30/2025, AR inception is 06/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZEK (The AZEK Company Inc.) |
-7.81%
Oct 2020 - Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZEK (The AZEK Company Inc.) |
32.95%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart