Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWM (Howmet Aerospace Inc.) | 21.74% | 43.67% | 77.72% | 48.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWM (Howmet Aerospace Inc.) | 11/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.06 | 43.67 | 77.72 | 48.36 | NA | NA | NA | … | … | 21.74 | 87.95 | 102.71 | 37.84 | 24.16 | 11.67 | -7.19 | 83.54 | -37.43 | 48.40 | 3.88 |
| Sharpe Ratio | NA | 1.63 | 2.46 | 1.47 | NA | NA | NA | … | … | 2.07 | 2.51 | 2.96 | 1.55 | 0.68 | 0.34 | -0.09 | 2.70 | -0.94 | 1.48 | 0.83 |
| Standard Deviation(%) | NA | 30.42 | 31.88 | 31.78 | NA | NA | NA | … | … | 35.71 | 34.09 | 33.44 | 22.29 | 33.56 | 33.96 | 79.28 | 30.45 | 41.48 | 32.39 | 32.09 |
| Draw Down(%) | NA | 15.89 | 19.41 | 23.19 | NA | NA | NA | … | … | 15.89 | 19.41 | 10.33 | 15.67 | 20.14 | 23.19 | 70.84 | 15.98 | 47.07 | 28.35 | 14.95 |
| Yield(%) | 0.00 | 0.28 | 0.77 | 0.71 | 1.09 | 0.73 | 0.54 | … | … | 0.11 | 0.40 | 0.48 | 0.44 | 0.31 | 0.15 | 0.05 | 0.65 | 0.86 | 1.25 | 0.50 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWM (Howmet Aerospace Inc.) |
-21.76%
Mar 2017 – Mar 2020 |
4.93%
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 |
|---|---|---|---|---|
| HWM (Howmet Aerospace Inc.) |
85.74%
Sep 2022 – Sep 2025 |
67.41%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart