Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CW (Curtiss-Wright Corporation) | 34.90% | 66.58% | 65.94% | 43.22% | 24.75% | 23.98% | 17.70% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CW (Curtiss-Wright Corporation) | 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 (%) | -0.58 | 66.58 | 65.94 | 43.22 | 24.75 | 23.98 | 17.70 | … | … | 34.90 | 55.66 | 59.73 | 33.98 | 21.03 | 19.86 | -16.83 | 38.70 | -15.79 | 24.56 | 44.45 | -2.23 | 14.33 | 91.35 | -6.06 | 7.51 | 7.08 | -5.20 | -32.91 | 36.18 | 37.58 | -2.26 | 30.92 | 63.25 | 55.42 | 24.49 | 56.88 | -3.28 | 4.99 | 44.17 | -6.28 | 47.77 | 1.04 | 16.60 | 1.23 | 30.48 | -60.38 | 9.77 | 6.44 | -4.04 | 17.93 | 40.55 | -33.85 | 8.78 | 6.97 | 0.00 | 96.43 |
| Sharpe Ratio | NA | 2.07 | 2.24 | 1.47 | 0.77 | NA | NA | … | … | 2.88 | 1.58 | 2.31 | 1.46 | 0.69 | 0.74 | -0.30 | 1.76 | -0.66 | 1.42 | 1.84 | -0.11 | 0.57 | 3.99 | -0.25 | 0.21 | 0.25 | -0.12 | -0.62 | 1.10 | 1.52 | -0.15 | 1.18 | 2.40 | 1.74 | 0.79 | 2.21 | -0.28 | 0.07 | 2.38 | -0.83 | 3.76 | -0.16 | 0.64 | -0.07 | 1.01 | -1.04 | 0.30 | 0.11 | -0.30 | 0.78 | 1.84 | -2.30 | 0.12 | -0.03 | -0.36 | 2.15 |
| Standard Deviation(%) | NA | 32.38 | 28.83 | 27.79 | 30.36 | NA | NA | … | … | 37.61 | 33.47 | 24.30 | 20.92 | 28.54 | 26.71 | 56.99 | 21.15 | 26.05 | 16.95 | 24.02 | 20.57 | 24.95 | 22.86 | 24.21 | 36.35 | 28.48 | 42.41 | 54.89 | 30.12 | 22.65 | 30.09 | 25.29 | 26.02 | 31.23 | 28.45 | 23.88 | 24.07 | 20.60 | 16.90 | 11.82 | 11.63 | 12.74 | 22.40 | 17.94 | 26.15 | 63.24 | 12.53 | 13.77 | 27.18 | 17.42 | 19.02 | 17.75 | 21.06 | 26.99 | 29.00 | 58.62 |
| Draw Down(%) | NA | 12.97 | 27.21 | 27.21 | 48.73 | NA | NA | … | … | 12.97 | 26.22 | 11.41 | 11.49 | 20.48 | 15.26 | 48.73 | 11.91 | 31.36 | 16.75 | 12.89 | 19.44 | 13.52 | 16.25 | 28.84 | 31.29 | 28.26 | 36.32 | 53.25 | 13.90 | 22.25 | 16.68 | 11.71 | 20.85 | 31.51 | 21.56 | 15.06 | 24.23 | 31.48 | 9.08 | 10.18 | 3.75 | 11.15 | 21.00 | 20.22 | 16.30 | 66.90 | 7.86 | 11.32 | 35.48 | 10.76 | 15.17 | 38.89 | 23.79 | 27.35 | 27.37 | 26.12 |
| Yield(%) | 0.00 | 0.21 | 0.53 | 0.65 | 0.84 | 1.91 | 1.65 | … | … | 0.04 | 0.26 | 0.37 | 0.48 | 0.54 | 0.64 | 0.48 | 0.64 | 0.49 | 0.57 | 0.77 | 0.74 | 0.85 | 1.15 | 0.98 | 0.95 | 1.00 | 0.94 | 0.66 | 0.76 | 1.53 | 2.83 | 3.21 | 15.27 | 20.10 | 18.24 | 24.05 | 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 |
|---|---|---|---|---|
| CW (Curtiss-Wright Corporation) |
-24.79%
Sep 1987 – Sep 1990 |
-15.15%
Jul 1987 – Jul 1992 |
-5.81%
Oct 1982 – Oct 1992 |
0.55%
Jul 1981 – Jul 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CW (Curtiss-Wright Corporation) |
68.33%
May 2023 – May 2026 |
48.84%
Sep 1999 – Sep 2004 |
30.39%
Nov 1994 – Nov 2004 |
27.02%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart