Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EME (EMCOR Group, Inc.) | 33.76% | 69.20% | 69.11% | 45.33% | 33.27% | 25.57% | 24.06% | … | … |
Data as of 06/05/2026, Common starting date is 01/10/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EME (EMCOR Group, Inc.) | 01/10/1995 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 69.20 | 69.11 | 45.33 | 33.27 | 25.57 | 24.06 | … | … | 33.76 | 35.05 | 111.27 | 46.03 | 16.81 | 39.93 | 6.47 | 45.18 | -26.68 | 16.09 | 48.24 | 8.74 | 5.60 | 23.18 | 31.23 | -7.28 | 7.73 | 19.93 | -5.08 | 66.26 | 236.74 | 49.47 | 2.92 | -17.19 | 16.76 | 78.04 | 39.73 | 13.18 | -21.34 | 57.69 | 35.06 | 79.07 |
| Sharpe Ratio | NA | 1.93 | 1.80 | 1.30 | 0.96 | NA | NA | … | … | 2.83 | 0.70 | 3.40 | 1.58 | 0.56 | 1.36 | 0.11 | 2.07 | -1.14 | 0.62 | 1.97 | 0.41 | 0.27 | 1.00 | 1.25 | -0.19 | 0.24 | 0.35 | -0.08 | 0.82 | 3.13 | 2.08 | 0.08 | -0.51 | 0.42 | 1.97 | 0.75 | 0.30 | -0.70 | 1.51 | 0.86 | 1.26 |
| Standard Deviation(%) | NA | 38.56 | 36.82 | 33.55 | 33.21 | NA | NA | … | … | 37.87 | 46.27 | 31.64 | 27.04 | 27.39 | 29.40 | 54.21 | 21.12 | 24.71 | 25.19 | 24.35 | 21.06 | 20.67 | 23.20 | 25.26 | 37.77 | 31.94 | 56.25 | 73.37 | 76.90 | 74.96 | 22.64 | 24.30 | 35.33 | 37.05 | 39.17 | 47.35 | 32.19 | 35.43 | 35.62 | 36.14 | 61.78 |
| Draw Down(%) | NA | 25.15 | 36.19 | 36.19 | 48.00 | NA | NA | … | … | 13.74 | 36.19 | 14.61 | 15.15 | 25.80 | 13.36 | 46.12 | 9.50 | 31.41 | 16.44 | 11.43 | 10.18 | 18.01 | 16.13 | 15.89 | 43.09 | 23.59 | 41.48 | 67.43 | 38.61 | 18.59 | 9.89 | 23.52 | 39.17 | 27.83 | 31.80 | 22.45 | 32.68 | 44.57 | 23.36 | 24.64 | 26.92 |
| Yield(%) | 0.00 | 0.27 | 0.60 | 0.66 | 1.23 | 1.71 | 1.57 | … | … | 0.13 | 0.22 | 0.44 | 0.47 | 0.42 | 0.58 | 0.37 | 0.54 | 0.39 | 0.45 | 0.69 | 0.73 | 0.76 | 0.51 | 1.86 | 0.17 | 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 06/05/2026, Common starting date is 01/10/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EME (EMCOR Group, Inc.) |
-12.39%
Aug 2008 – Aug 2011 |
-5.87%
Jul 2007 – Jul 2012 |
7.03%
Jul 2007 – Jul 2017 |
8.66%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EME (EMCOR Group, Inc.) |
140.56%
Oct 2004 – Oct 2007 |
65.37%
Aug 2003 – Aug 2008 |
45.58%
Aug 1998 – Aug 2008 |
34.25%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart