Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FERG (Ferguson Enterprises Inc.) | 4.32% | 9.00% | 18.16% | 12.66% | -23.16% | -12.79% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FERG (Ferguson Enterprises Inc.) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 9.00 | 18.16 | 12.66 | -23.16 | -12.79 | NA | … | … | 4.32 | 29.90 | -8.62 | 55.10 | -27.17 | 62.32 | -97.89 | -8.10 | 12.65 | 7.45 | 34.48 | 0.18 | 7.67 | 14.40 | 30.23 | 4.20 | 50.33 |
| Sharpe Ratio | NA | 0.71 | 0.48 | 0.35 | -0.16 | NA | NA | … | … | 0.14 | 0.82 | -0.42 | 2.25 | -0.78 | 2.51 | -0.12 | NA | 0.45 | 0.37 | 1.22 | 0.01 | 0.42 | 0.60 | 1.10 | 0.12 | 1.36 |
| Standard Deviation(%) | NA | 32.57 | 29.39 | 29.87 | 158.75 | NA | NA | … | … | 30.44 | 33.05 | 29.22 | 23.12 | 36.71 | 23.31 | 797.37 | 0.00 | 66.01 | 18.60 | 28.06 | 28.59 | 18.35 | 23.82 | 27.76 | 34.82 | 37.59 |
| Draw Down(%) | NA | 18.32 | 32.92 | 43.31 | 98.44 | NA | NA | … | … | 18.32 | 19.93 | 21.74 | 16.28 | 43.31 | 6.83 | 98.30 | 8.10 | 4.07 | 13.05 | 13.84 | 17.82 | 14.47 | 15.65 | 17.11 | 37.90 | 29.06 |
| Yield(%) | 0.00 | 2.02 | 2.42 | 2.37 | 0.07 | 0.12 | 0.13 | … | … | 1.19 | 1.44 | 1.70 | 2.36 | 1.93 | 3.51 | 2.22 | 0.00 | 0.07 | 0.03 | 0.04 | 0.04 | 0.05 | 0.10 | 0.12 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FERG (Ferguson Enterprises Inc.) |
-71.89%
Sep 2019 – Sep 2022 |
-51.25%
Sep 2017 – Sep 2022 |
-23.87%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FERG (Ferguson Enterprises Inc.) |
35.35%
Aug 2010 – Aug 2013 |
25.40%
Aug 2010 – Aug 2015 |
-17.81%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart