Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXP (Eagle Materials Inc.) | 5.38% | 8.76% | 9.86% | 8.76% | 10.94% | 15.45% | 8.98% | … | … |
Data as of 06/04/2026, Common starting date is 04/12/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXP (Eagle Materials Inc.) | 04/12/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 8.76 | 9.86 | 8.76 | 10.94 | 15.45 | 8.98 | … | … | 5.38 | -12.50 | 22.13 | 53.62 | -19.55 | 65.07 | 11.98 | 49.23 | -45.88 | 15.45 | 63.87 | -20.07 | -1.36 | 33.12 | 130.21 | -7.61 | 10.12 | 43.76 | -46.70 | -16.35 | 7.76 | 57.74 | 139.62 | 78.43 | 15.23 | 24.72 | -23.87 | -4.00 | 34.85 | 67.36 | 25.22 | 16.16 | -12.39 |
| Sharpe Ratio | NA | 0.17 | 0.22 | 0.20 | 0.27 | NA | NA | … | … | 0.43 | -0.45 | 0.59 | 1.88 | -0.58 | 2.05 | 0.18 | 1.53 | -1.62 | 0.58 | 1.86 | -0.63 | -0.04 | 1.00 | 3.31 | -0.18 | 0.29 | 0.92 | -0.71 | -0.63 | 0.08 | 1.76 | 3.60 | 2.92 | 0.42 | 0.78 | -0.72 | -0.29 | 0.99 | 1.83 | 0.80 | 0.36 | -0.48 |
| Standard Deviation(%) | NA | 33.59 | 32.22 | 32.65 | 36.01 | NA | NA | … | … | 37.28 | 34.44 | 31.42 | 26.81 | 36.26 | 31.74 | 64.34 | 31.20 | 29.21 | 25.82 | 34.15 | 31.66 | 32.95 | 33.13 | 39.75 | 43.63 | 34.83 | 47.63 | 66.52 | 31.15 | 53.29 | 31.51 | 38.46 | 26.59 | 33.56 | 29.22 | 38.93 | 25.67 | 31.68 | 34.62 | 26.69 | 33.82 | 41.99 |
| Draw Down(%) | NA | 28.31 | 44.73 | 44.73 | 63.78 | NA | NA | … | … | 27.86 | 25.93 | 22.39 | 24.09 | 37.76 | 16.49 | 54.13 | 14.37 | 51.99 | 19.57 | 23.65 | 32.55 | 32.33 | 17.01 | 19.81 | 51.42 | 33.31 | 24.20 | 61.50 | 33.01 | 56.24 | 16.23 | 12.06 | 13.27 | 27.84 | 18.62 | 41.09 | 19.58 | 29.89 | 15.82 | 12.90 | 20.17 | 35.40 |
| Yield(%) | 0.00 | 0.50 | 0.60 | 0.68 | 0.82 | 2.08 | 1.23 | … | … | 0.12 | 0.41 | 0.50 | 0.74 | 0.61 | 0.75 | 0.11 | 0.65 | 0.34 | 0.40 | 0.65 | 0.52 | 0.53 | 0.64 | 1.53 | 1.37 | 1.55 | 2.14 | 1.96 | 1.77 | 1.69 | 12.78 | 48.00 | 5.08 | 5.64 | 6.57 | 6.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/12/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXP (Eagle Materials Inc.) |
-29.23%
Jan 2006 – Jan 2009 |
-13.57%
Apr 2006 – Apr 2011 |
1.23%
Jan 2006 – Jan 2016 |
5.92%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXP (Eagle Materials Inc.) |
116.87%
Mar 2003 – Mar 2006 |
71.55%
Apr 2001 – Apr 2006 |
41.91%
Mar 1996 – Mar 2006 |
24.52%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart