Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTLS (Chart Industries, Inc.) | 0.63% | 41.85% | 20.31% | 6.95% | 22.42% | 10.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTLS (Chart Industries, Inc.) | 07/26/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 41.85 | 20.31 | 6.95 | 22.42 | 10.46 | NA | … | … | 0.63 | 7.87 | 41.49 | 18.31 | -27.75 | 35.40 | 74.53 | 3.78 | 38.78 | 30.09 | 100.56 | -47.49 | -64.24 | 43.41 | 23.34 | 60.07 | 104.48 | 55.41 | -65.60 | 90.62 | 6.64 |
| Sharpe Ratio | NA | 1.20 | 0.41 | 0.09 | 0.39 | NA | NA | … | … | -0.31 | 0.10 | 0.71 | 0.23 | -0.41 | 0.75 | 0.75 | 0.06 | 0.96 | 0.93 | 2.23 | -0.78 | -1.56 | 1.12 | 0.60 | 0.92 | 1.87 | 0.66 | -0.68 | 1.96 | 0.23 |
| Standard Deviation(%) | NA | 23.43 | 48.86 | 54.25 | 55.31 | NA | NA | … | … | 1.99 | 51.05 | 49.96 | 60.70 | 71.99 | 46.99 | 98.33 | 36.81 | 38.83 | 31.82 | 44.74 | 60.88 | 41.26 | 38.61 | 39.27 | 64.99 | 55.92 | 83.97 | 96.95 | 44.99 | 55.13 |
| Draw Down(%) | NA | 11.76 | 47.30 | 57.01 | 82.56 | NA | NA | … | … | 0.69 | 47.30 | 36.78 | 39.84 | 54.47 | 25.27 | 77.61 | 44.54 | 25.19 | 20.26 | 20.73 | 61.89 | 66.98 | 33.26 | 26.96 | 39.10 | 46.03 | 54.77 | 87.41 | 26.75 | 31.12 |
| Yield(%) | 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTLS (Chart Industries, Inc.) |
-37.61%
Oct 2012 – Oct 2015 |
-16.97%
Mar 2011 – Mar 2016 |
0.79%
Oct 2013 – Oct 2023 |
6.63%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTLS (Chart Industries, Inc.) |
120.03%
Feb 2009 – Feb 2012 |
67.07%
Feb 2009 – Feb 2014 |
29.97%
Feb 2009 – Feb 2019 |
22.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart