Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBX (The Greenbrier Companies, Inc.) | -20.97% | -1.21% | 17.70% | 15.57% | 3.26% | 10.64% | 4.69% | 5.80% |
Data as of 07/25/2025, AR inception is 07/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBX (The Greenbrier Companies, Inc.) | 07/14/1994 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -3.35 | -1.21 | 17.70 | 15.57 | 3.26 | 10.64 | 4.69 | 5.80 | -20.97 | 41.32 | 36.32 | -24.80 | 29.43 | 17.63 | -15.48 | -24.32 | 30.83 | 31.07 | -38.44 | 64.40 | 103.09 | -33.40 | 15.67 | 102.22 | 52.14 | -68.40 | -24.89 | 6.63 | -15.26 | 103.09 | 134.92 | -1.66 | -8.72 | -0.20 | -36.52 | -17.20 | 70.36 | -12.62 | -25.24 | 15.16 |
| Sharpe Ratio | NA | -0.10 | 0.31 | 0.31 | 0.05 | NA | NA | 0.08 | -0.80 | 1.00 | 0.61 | -0.58 | 0.75 | 0.24 | -0.41 | -0.76 | 0.95 | 0.62 | -0.83 | 1.24 | 2.83 | -0.55 | 0.22 | 1.58 | 0.45 | -0.74 | -0.57 | 0.07 | -0.41 | 2.24 | 3.05 | -0.08 | -0.39 | -0.11 | -1.16 | -0.58 | 1.70 | -0.43 | -0.79 | 1.03 |
| Standard Deviation(%) | NA | 42.46 | 45.63 | 43.96 | 46.47 | NA | NA | 51.75 | 46.65 | 34.76 | 53.00 | 45.07 | 38.98 | 73.42 | 40.91 | 33.92 | 32.04 | 49.42 | 46.24 | 51.88 | 36.48 | 61.55 | 69.73 | 64.58 | 115.72 | 93.79 | 48.95 | 51.55 | 42.87 | 45.62 | 43.95 | 33.05 | 28.84 | 38.90 | 34.23 | 35.43 | 39.08 | 37.09 | 36.96 | 30.84 |
| Draw Down(%) | NA | 43.69 | 43.69 | 53.88 | 78.67 | NA | NA | 95.61 | 43.69 | 21.27 | 31.53 | 53.88 | 19.32 | 59.11 | 50.42 | 41.18 | 15.86 | 35.17 | 55.39 | 44.33 | 14.63 | 49.45 | 63.57 | 45.50 | 77.40 | 82.28 | 43.30 | 47.73 | 33.01 | 26.85 | 22.54 | 46.88 | 30.57 | 21.62 | 42.27 | 31.98 | 25.96 | 47.21 | 39.44 | 25.08 |
| Yield(%) | 0.00 | 2.53 | 4.00 | 4.48 | 2.29 | 5.33 | 2.28 | 3.29 | 1.54 | 2.69 | 3.36 | 2.34 | 3.05 | 3.33 | 2.48 | 1.82 | 2.18 | 2.55 | 1.20 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 1.47 | 1.11 | 1.13 | 0.82 | 0.69 | 0.00 | 0.00 | 4.00 | 4.17 | 2.97 | 1.35 | 2.21 | 2.00 | 1.45 | 0.42 |
Data as of 07/25/2025, AR inception is 07/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBX (The Greenbrier Companies, Inc.) |
-54.21%
Mar 2006 - Mar 2009 |
-25.36%
Mar 2004 - Mar 2009 |
-7.66%
Feb 1999 - Feb 2009 |
-3.35%
Oct 1994 - Oct 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBX (The Greenbrier Companies, Inc.) |
96.26%
Sep 2002 - Sep 2005 |
65.61%
Mar 2009 - Mar 2014 |
28.25%
Feb 2009 - Feb 2019 |
21.45%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart