Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPO (Exponent, Inc.) | -14.01% | -22.38% | -12.77% | -6.54% | 9.25% | 13.63% | 15.58% | … | … |
Data as of 06/04/2026, Common starting date is 08/17/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPO (Exponent, Inc.) | 08/17/1990 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | -22.38 | -12.77 | -6.54 | 9.25 | 13.63 | 15.58 | … | … | -14.01 | -20.81 | 2.42 | -10.14 | -14.25 | 30.67 | 31.74 | 37.50 | 44.23 | 19.45 | 22.37 | 22.72 | 8.21 | 39.76 | 21.45 | 22.46 | 34.84 | -7.45 | 11.24 | 44.91 | 31.50 | 3.24 | 28.46 | 45.78 | 19.16 | 28.84 | 44.34 | 10.42 | -42.86 | 71.43 | -7.55 | 55.88 | -19.05 | -27.59 | -46.30 | -21.74 | 18.97 |
| Sharpe Ratio | NA | -0.85 | -0.52 | -0.33 | 0.27 | NA | NA | … | … | -0.96 | -1.00 | -0.03 | -0.48 | -0.52 | 1.15 | 0.79 | 1.66 | 1.76 | 0.90 | 0.88 | 0.99 | 0.37 | 1.65 | 0.90 | 0.61 | 1.05 | -0.19 | 0.18 | 1.18 | 0.93 | 0.03 | 0.97 | 1.19 | 0.49 | 0.46 | 0.63 | 0.14 | -0.61 | 0.92 | -0.16 | 0.57 | -0.30 | -0.34 | -0.65 | -0.36 | 0.95 |
| Standard Deviation(%) | NA | 30.36 | 30.92 | 29.97 | 28.80 | NA | NA | … | … | 38.12 | 23.74 | 34.26 | 29.12 | 30.37 | 26.63 | 39.68 | 21.72 | 24.45 | 20.94 | 25.16 | 22.91 | 22.11 | 24.10 | 24.03 | 36.92 | 33.11 | 40.61 | 57.00 | 35.65 | 30.19 | 33.28 | 28.26 | 37.86 | 37.13 | 57.84 | 64.08 | 49.34 | 75.40 | 72.94 | 71.11 | 91.19 | 73.28 | 87.20 | 74.77 | 71.70 | 57.94 |
| Draw Down(%) | NA | 32.45 | 52.37 | 54.79 | 54.79 | NA | NA | … | … | 32.45 | 29.71 | 22.62 | 35.90 | 30.39 | 15.69 | 27.75 | 14.39 | 14.08 | 7.86 | 17.53 | 13.54 | 13.49 | 16.03 | 14.65 | 20.90 | 15.09 | 34.24 | 36.28 | 15.27 | 16.24 | 22.44 | 12.44 | 15.42 | 20.64 | 32.96 | 35.23 | 33.33 | 64.74 | 37.25 | 28.57 | 45.45 | 29.17 | 51.28 | 61.19 | 67.80 | 15.07 |
| Yield(%) | 0.00 | 1.55 | 1.22 | 1.18 | 2.92 | 5.76 | 11.51 | … | … | 0.44 | 1.36 | 1.23 | 1.05 | 0.82 | 0.91 | 1.09 | 1.28 | 1.46 | 1.40 | 1.48 | 1.48 | 1.31 | 1.05 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/17/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPO (Exponent, Inc.) |
-43.18%
Apr 1991 – Apr 1994 |
-27.26%
Mar 1991 – Mar 1996 |
-8.59%
Apr 1991 – Apr 2001 |
1.06%
Mar 1991 – Mar 2006 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPO (Exponent, Inc.) |
42.68%
Aug 2016 – Aug 2019 |
40.68%
Sep 1999 – Sep 2004 |
29.47%
Sep 1998 – Sep 2008 |
26.40%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart