Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTV (Fortive Corporation) | 11.12% | 13.86% | 7.20% | 2.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTV (Fortive Corporation) | 07/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.08 | 13.86 | 7.20 | 2.69 | NA | NA | NA | … | … | 11.12 | -1.75 | 2.28 | 15.05 | -15.41 | 8.14 | 11.23 | 13.33 | -6.14 | 35.50 | 12.75 |
| Sharpe Ratio | NA | 0.27 | 0.07 | -0.03 | NA | NA | NA | … | … | 0.39 | -0.18 | -0.06 | 0.51 | -0.56 | 0.39 | 0.24 | 0.53 | -0.32 | 2.72 | 1.31 |
| Standard Deviation(%) | NA | 25.49 | 24.65 | 25.04 | NA | NA | NA | … | … | 31.06 | 26.19 | 21.76 | 22.56 | 29.93 | 20.89 | 46.28 | 22.43 | 23.43 | 12.87 | 20.91 |
| Draw Down(%) | NA | 15.60 | 28.01 | 32.10 | NA | NA | NA | … | … | 13.31 | 25.38 | 22.26 | 18.97 | 29.63 | 9.56 | 47.04 | 27.73 | 27.10 | 4.35 | 11.38 |
| Yield(%) | 0.00 | 0.32 | 0.43 | 0.39 | 0.61 | 0.40 | 0.30 | … | … | 0.11 | 0.44 | 0.44 | 0.45 | 0.38 | 0.41 | 0.36 | 0.42 | 0.39 | 0.52 | 0.44 |
Data as of 06/05/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTV (Fortive Corporation) |
-6.96%
Apr 2019 – Apr 2022 |
0.07%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTV (Fortive Corporation) |
14.35%
Mar 2020 – Mar 2023 |
12.60%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart