Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZZ (AZZ Inc.) | 29.60% | 49.76% | 56.83% | 22.54% | 10.34% | 15.20% | 18.79% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZZ (AZZ Inc.) | 03/17/1980 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 49.76 | 56.83 | 22.54 | 10.34 | 15.20 | 18.79 | … | … | 29.60 | 31.89 | 42.35 | 46.82 | -26.09 | 18.10 | 5.34 | 15.65 | -19.88 | -19.00 | 16.29 | 20.28 | -2.71 | 28.93 | 73.53 | 16.18 | 25.80 | 30.28 | -11.46 | 10.74 | 183.81 | 11.02 | 21.72 | 7.49 | -41.03 | 20.63 | 45.89 | 33.33 | -33.78 | 65.67 | 67.50 | 29.03 | -22.50 | 110.53 | -20.83 | -34.25 | -25.51 | 28.95 | 0.00 | 22.58 | 10.71 | -17.65 | -48.48 | -10.81 | -43.94 | -43.59 | 160.00 |
| Sharpe Ratio | NA | 1.63 | 1.65 | 0.57 | 0.24 | NA | NA | … | … | 2.24 | 0.92 | 1.06 | 1.53 | -0.67 | 0.66 | 0.09 | 0.43 | -0.66 | -0.68 | 0.51 | 0.69 | -0.09 | 1.02 | 2.06 | 0.38 | 0.70 | 0.54 | -0.15 | 0.12 | 4.89 | 0.32 | 0.84 | 0.21 | -1.85 | 0.51 | 0.89 | 0.77 | -0.88 | 1.11 | 1.07 | 0.37 | -0.39 | 1.18 | -0.27 | -0.55 | -0.48 | 0.36 | -0.11 | 0.26 | 0.11 | -0.40 | -0.99 | -0.39 | -0.85 | -1.51 | 4.83 |
| Standard Deviation(%) | NA | 29.55 | 32.45 | 33.82 | 36.03 | NA | NA | … | … | 34.02 | 31.53 | 36.48 | 28.43 | 41.02 | 27.20 | 57.76 | 32.86 | 32.39 | 28.97 | 31.34 | 29.35 | 29.97 | 28.27 | 36.04 | 42.90 | 36.70 | 56.05 | 83.62 | 61.72 | 37.10 | 26.94 | 24.61 | 31.88 | 22.84 | 36.38 | 46.92 | 38.80 | 42.56 | 55.55 | 59.24 | 67.59 | 64.86 | 91.04 | 85.70 | 68.62 | 63.92 | 64.73 | 45.45 | 71.26 | 55.46 | 57.14 | 55.90 | 44.13 | 60.90 | 35.63 | 46.59 |
| Draw Down(%) | NA | 18.16 | 23.66 | 46.23 | 68.02 | NA | NA | … | … | 15.16 | 23.66 | 16.90 | 23.67 | 44.84 | 12.84 | 55.97 | 23.74 | 31.84 | 33.01 | 23.50 | 17.14 | 17.62 | 26.58 | 12.27 | 28.31 | 20.41 | 38.77 | 65.26 | 38.65 | 13.83 | 26.20 | 22.32 | 32.53 | 48.47 | 43.47 | 31.90 | 28.92 | 50.00 | 45.69 | 28.08 | 37.50 | 40.38 | 26.92 | 46.88 | 52.08 | 36.73 | 31.82 | 43.10 | 66.32 | 26.67 | 38.10 | 58.54 | 34.00 | 64.94 | 47.15 | 19.54 |
| Yield(%) | 0.00 | 0.86 | 1.95 | 1.32 | 1.17 | 3.26 | 9.47 | … | … | 0.36 | 0.89 | 1.18 | 1.69 | 1.22 | 1.46 | 1.51 | 1.67 | 1.33 | 1.06 | 1.18 | 1.61 | 1.20 | 1.41 | 3.35 | 2.44 | 2.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 1.33 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZZ (AZZ Inc.) |
-36.41%
Jan 1982 – Jan 1985 |
-36.25%
Mar 1981 – Mar 1986 |
-17.58%
Apr 1981 – Apr 1991 |
-12.49%
Nov 1980 – Nov 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZZ (AZZ Inc.) |
72.13%
Sep 2004 – Sep 2007 |
53.78%
Sep 1992 – Sep 1997 |
37.89%
Mar 2003 – Mar 2013 |
25.73%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart