Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMC (Commercial Metals Company) | 7.73% | 53.40% | 19.97% | 19.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMC (Commercial Metals Company) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 53.40 | 19.97 | 19.36 | NA | NA | NA | … | … | 7.73 | 41.52 | 0.41 | 4.99 | 35.05 | 79.83 | 0.44 |
| Sharpe Ratio | NA | 1.50 | 0.49 | 0.48 | NA | NA | NA | … | … | 0.46 | 1.04 | -0.10 | 0.04 | 0.85 | 2.02 | 0.03 |
| Standard Deviation(%) | NA | 33.87 | 33.94 | 35.46 | NA | NA | NA | … | … | 35.85 | 37.37 | 32.15 | 32.58 | 39.89 | 39.57 | 42.57 |
| Draw Down(%) | NA | 29.96 | 37.63 | 37.63 | NA | NA | NA | … | … | 29.96 | 25.82 | 22.27 | 30.78 | 28.70 | 18.02 | 18.13 |
| Yield(%) | 0.00 | 1.51 | 1.58 | 2.00 | 1.77 | 1.18 | 0.88 | … | … | 0.53 | 1.46 | 1.39 | 1.34 | 1.60 | 2.44 | 0.58 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMC (Commercial Metals Company) |
4.22%
Apr 2022 – Apr 2025 |
16.28%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMC (Commercial Metals Company) |
40.42%
Jan 2021 – Jan 2024 |
33.14%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart