Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWXT (BWX Technologies, Inc.) | 7.88% | 45.02% | 43.52% | 25.15% | 19.23% | 14.82% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWXT (BWX Technologies, Inc.) | 08/03/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.07 | 45.02 | 43.52 | 25.15 | 19.23 | 14.82 | NA | … | … | 7.88 | 56.37 | 46.53 | 33.87 | 23.30 | -19.40 | -1.54 | 64.48 | -36.10 | 53.59 | 26.21 | 5.96 | -10.24 | 32.02 | 8.90 | -5.67 | 14.39 |
| Sharpe Ratio | NA | 1.24 | 1.24 | 0.75 | 0.60 | NA | NA | … | … | 0.68 | 1.28 | 1.46 | 1.42 | 0.75 | -0.79 | -0.04 | 2.65 | -1.03 | 3.18 | 1.29 | 0.16 | -0.44 | 1.80 | 0.34 | -0.13 | 1.41 |
| Standard Deviation(%) | NA | 44.10 | 36.22 | 32.68 | 30.93 | NA | NA | … | … | 50.53 | 41.99 | 29.34 | 21.41 | 29.40 | 24.54 | 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 | 22.01 | 32.87 | 32.92 | 47.74 | NA | NA | … | … | 17.73 | 30.35 | 17.39 | 9.74 | 18.04 | 31.33 | 40.11 | 11.79 | 47.74 | 8.42 | 14.97 | 29.06 | 21.46 | 9.57 | 16.96 | 47.88 | 13.90 |
| Yield(%) | 0.00 | 0.81 | 1.53 | 1.47 | 2.18 | 3.01 | 2.77 | … | … | 0.30 | 0.90 | 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 06/05/2026, Common starting date 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 |
13.98%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWXT (BWX Technologies, Inc.) |
57.04%
Oct 2022 – Oct 2025 |
32.84%
Oct 2020 – Oct 2025 |
23.85%
Oct 2015 – Oct 2025 |
17.27%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart