Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BZH (Beazer Homes USA, Inc.) | -15.19% | -27.78% | 16.47% | NA | NA | NA | NA | 17.11% |
Data as of 07/21/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZH (Beazer Homes USA, Inc.) | 09/03/2020 | 07/21/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | -27.78 | 16.47 | NA | NA | NA | NA | 17.11 | -15.19 | -18.29 | 164.81 | -45.05 | 53.27 | 22.37 | 49.05 | -50.65 | 44.44 | 15.75 | -40.65 | -20.72 | 44.58 | 36.21 | -53.99 | 11.36 | 206.33 | -78.73 | -84.15 | -35.35 | 49.77 | 50.04 | 61.25 | -17.18 | 82.92 | 246.34 | -23.00 | 25.39 | 7.77 | -10.30 | 77.42 | -34.97 |
| Sharpe Ratio | NA | -0.60 | 0.33 | -0.11 | -0.11 | NA | NA | 0.22 | -0.52 | -0.56 | 2.92 | -0.82 | 1.01 | 1.65 | 1.17 | -1.01 | 1.19 | 0.25 | -0.97 | -0.59 | 1.08 | 0.61 | -0.77 | 0.17 | 1.43 | -0.60 | -1.04 | -1.07 | 1.26 | 1.59 | 1.80 | -0.37 | 1.37 | 2.50 | -0.75 | 0.66 | -1.85 | -0.45 | 2.61 | -1.27 |
| Standard Deviation(%) | NA | 50.90 | 52.34 | 58.04 | 54.80 | NA | NA | 52.89 | 56.08 | 44.37 | 55.73 | 56.48 | 52.71 | 52.01 | 40.65 | 51.34 | 36.90 | 62.39 | 41.79 | 35.26 | 41.26 | 60.18 | 70.03 | 65.53 | 144.62 | 132.47 | 84.06 | 36.38 | 37.85 | 30.96 | 33.71 | 49.76 | 59.89 | 96.93 | 34.85 | 33.42 | 25.51 | 30.21 | 28.22 | 33.61 |
| Draw Down(%) | NA | 49.79 | 49.79 | 78.92 | 84.94 | NA | NA | 61.79 | 37.21 | 23.91 | 36.78 | 58.35 | 36.07 | 15.83 | 36.24 | 60.05 | 21.90 | 45.00 | 46.49 | 37.88 | 29.96 | 42.75 | 77.56 | 53.34 | 84.94 | 89.50 | 84.83 | 54.54 | 24.12 | 21.04 | 19.67 | 43.73 | 46.01 | 43.02 | 40.28 | 38.37 | 31.08 | 33.33 | 13.68 | 39.86 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZH (Beazer Homes USA, Inc.) |
5.75%
Dec 2021 - Dec 2024 |
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 |
|---|---|---|---|---|
| BZH (Beazer Homes USA, Inc.) |
30.65%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart