Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ECVT (Ecovyst Inc.) 34.43% 72.11% 7.06% NA NA NA NA
Data as of 06/03/2026, Common starting date is 08/03/2021
More Performance Analytics Comparison
Name Start Date End Date
ECVT (Ecovyst Inc.) 08/03/2021 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -6.30 72.11 7.06 NA NA NA NA 34.43 30.37 -23.03 10.27 -13.48 -21.99
Sharpe Ratio NA 2.17 0.12 NA NA NA NA 3.36 0.68 -0.69 0.18 -0.34 -1.05
Standard Deviation(%) NA 33.63 39.74 NA NA NA NA 32.13 41.39 43.37 34.49 44.30 42.82
Draw Down(%) NA 16.33 56.74 NA NA NA NA 11.89 36.70 44.84 28.49 29.66 30.14
Yield(%) 0.00 0.00 0.00 3.95 1.98 1.32 0.99 0.00 0.00 0.00 0.00 0.00 19.75
Data as of 06/03/2026, Common starting date is 08/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECVT (Ecovyst Inc.) -18.75%
Mar 2022 – Mar 2025
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
ECVT (Ecovyst Inc.) 9.52%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return