Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BWXT (BWX Technologies, Inc.) | 26.99% | 50.71% | 38.66% | 21.79% | 20.03% | NA | NA | 15.29% |
Data as of 07/02/2025, AR inception is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWXT (BWX Technologies, Inc.) | 08/03/2010 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 50.71 | 38.66 | 21.79 | 20.03 | NA | NA | 15.29 | 26.99 | 46.53 | 33.87 | 23.30 | -19.39 | -1.56 | 64.48 | -36.10 | 53.60 | 26.20 | 5.95 | -10.24 | 32.02 | 8.90 | -5.67 | 14.39 |
| Sharpe Ratio | NA | 1.37 | 1.27 | 0.72 | 0.52 | NA | NA | 0.46 | 1.57 | 1.36 | 1.40 | 0.75 | -0.79 | -0.04 | 2.66 | -1.03 | 3.18 | 1.29 | 0.16 | -0.44 | 1.80 | 0.34 | -0.13 | 1.41 |
| Standard Deviation(%) | NA | 35.59 | 29.01 | 28.51 | 29.86 | NA | NA | 29.37 | 42.47 | 29.34 | 21.41 | 29.40 | 24.53 | 40.13 | 23.75 | 36.43 | 16.74 | 20.12 | 36.35 | 23.35 | 17.80 | 26.55 | 42.75 | 27.01 |
| Draw Down(%) | NA | 32.87 | 32.87 | 36.47 | 47.74 | NA | NA | 47.88 | 30.35 | 17.39 | 9.74 | 18.04 | 31.32 | 40.10 | 11.79 | 47.74 | 8.41 | 14.97 | 29.06 | 21.46 | 9.57 | 16.96 | 47.88 | 13.90 |
| Yield(%) | 0.00 | 1.04 | 1.72 | 1.60 | 2.77 | 3.25 | 2.44 | 3.49 | 0.45 | 1.26 | 1.60 | 1.81 | 1.42 | 1.19 | 1.75 | 1.06 | 1.07 | 1.14 | 1.22 | 1.18 | 1.28 | 0.34 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWXT (BWX Technologies, Inc.) |
-4.08%
Jan 2018 - Jan 2021 |
-0.79%
Sep 2017 - Sep 2022 |
6.55%
Feb 2011 - Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWXT (BWX Technologies, Inc.) |
41.81%
Nov 2021 - Nov 2024 |
22.11%
Jun 2020 - Jun 2025 |
17.41%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart