Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLS (Flowserve Corporation) | 9.03% | 61.32% | 31.97% | 13.72% | 6.05% | 6.59% | 9.19% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLS (Flowserve Corporation) | 03/17/1980 | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 61.32 | 31.97 | 13.72 | 6.05 | 6.59 | 9.19 | … | … | 9.03 | 22.45 | 41.88 | 37.32 | 3.08 | -15.08 | -23.85 | 33.66 | -8.20 | -11.19 | 16.02 | -28.59 | -23.41 | 62.59 | 49.55 | -15.62 | 27.53 | 86.15 | -45.84 | 92.18 | 27.58 | 43.65 | 31.90 | 41.18 | -44.42 | 24.49 | 25.74 | 2.64 | -40.72 | 3.00 | 16.04 | 31.69 | 69.95 | -5.05 | 6.45 | 24.83 | 8.76 | -23.89 | 73.08 | 9.47 | -8.65 | 35.06 | -31.25 | 15.46 | -14.91 | -41.84 | 58.06 |
| Sharpe Ratio | NA | 1.06 | 0.80 | 0.34 | 0.13 | NA | NA | … | … | 0.46 | 0.42 | 1.55 | 1.22 | 0.05 | -0.47 | -0.38 | 1.07 | -0.29 | -0.43 | 0.50 | -1.03 | -0.87 | 2.76 | 2.20 | -0.37 | 0.76 | 1.63 | -0.55 | 2.59 | 0.97 | 1.71 | 1.05 | 0.93 | -0.53 | 0.48 | 0.51 | -0.02 | -1.46 | -0.02 | 0.31 | 0.89 | 1.37 | -0.24 | 0.12 | 0.54 | 0.10 | -0.61 | 2.20 | 0.16 | -0.44 | 1.09 | -1.60 | 0.32 | -0.83 | -1.16 | 1.93 |
| Standard Deviation(%) | NA | 46.15 | 36.78 | 35.43 | 37.52 | NA | NA | … | … | 47.04 | 46.46 | 24.61 | 27.76 | 35.78 | 31.84 | 63.90 | 30.13 | 32.98 | 27.37 | 31.44 | 27.66 | 26.90 | 22.63 | 22.72 | 42.13 | 36.17 | 52.94 | 85.05 | 34.62 | 25.00 | 24.23 | 29.49 | 43.44 | 86.35 | 46.35 | 42.18 | 30.97 | 30.32 | 31.09 | 39.22 | 31.09 | 48.91 | 30.21 | 33.25 | 38.21 | 33.29 | 49.08 | 30.80 | 32.05 | 29.44 | 27.01 | 23.89 | 28.42 | 27.34 | 45.04 | 36.28 |
| Draw Down(%) | NA | 29.83 | 38.76 | 43.03 | 64.82 | NA | NA | … | … | 29.83 | 38.76 | 13.70 | 17.82 | 33.47 | 34.19 | 62.04 | 24.77 | 35.74 | 26.92 | 20.33 | 35.91 | 32.37 | 10.26 | 16.62 | 47.78 | 30.19 | 26.45 | 73.11 | 17.19 | 21.25 | 13.94 | 15.60 | 30.16 | 77.36 | 41.25 | 37.87 | 27.62 | 53.10 | 27.99 | 33.62 | 23.43 | 21.62 | 22.94 | 24.56 | 28.18 | 30.06 | 49.27 | 21.18 | 36.73 | 33.90 | 19.59 | 32.46 | 25.78 | 39.66 | 48.98 | 22.73 |
| Yield(%) | 0.00 | 1.79 | 2.42 | 1.87 | 1.56 | 1.93 | 3.48 | … | … | 0.31 | 1.46 | 2.07 | 2.57 | 2.58 | 2.30 | 1.58 | 2.49 | 1.79 | 1.16 | 1.81 | 1.21 | 0.83 | 1.11 | 1.41 | 1.06 | 1.20 | 1.96 | 1.06 | 1.17 | 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 | 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLS (Flowserve Corporation) |
-23.13%
Jul 1997 – Jul 2000 |
-19.66%
Sep 1997 – Sep 2002 |
-5.47%
Aug 1980 – Aug 1990 |
-0.70%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLS (Flowserve Corporation) |
71.09%
Mar 2003 – Mar 2006 |
55.80%
Feb 2003 – Feb 2008 |
31.51%
Mar 2003 – Mar 2013 |
21.11%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart