Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IR (Ingersoll Rand Inc.) | -9.06% | -11.97% | 5.98% | 8.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IR (Ingersoll Rand Inc.) | 05/12/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | -11.97 | 5.98 | 8.04 | NA | NA | NA | … | … | -9.06 | -12.34 | 17.06 | 48.21 | -15.38 | 35.85 | 29.27 | 92.89 | -35.35 | 69.22 |
| Sharpe Ratio | NA | -0.47 | 0.12 | 0.17 | NA | NA | NA | … | … | -0.65 | -0.46 | 0.51 | 1.84 | -0.49 | 1.29 | 0.56 | 2.79 | -1.01 | 3.86 |
| Standard Deviation(%) | NA | 32.95 | 29.62 | 30.04 | NA | NA | NA | … | … | 37.39 | 32.97 | 26.17 | 24.49 | 34.73 | 27.68 | 51.29 | 32.78 | 36.44 | 33.21 |
| Draw Down(%) | NA | 30.56 | 36.62 | 36.62 | NA | NA | NA | … | … | 30.56 | 29.15 | 14.13 | 15.28 | 35.51 | 13.28 | 49.12 | 24.18 | 44.68 | 14.42 |
| Yield(%) | 0.00 | 0.10 | 0.13 | 0.15 | 3.23 | 2.15 | 1.62 | … | … | 0.05 | 0.09 | 0.10 | 0.15 | 0.13 | 0.05 | 2.87 | 10.10 | 5.81 | 6.16 |
Data as of 06/04/2026, Common starting date is 05/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IR (Ingersoll Rand Inc.) |
8.24%
May 2023 – May 2026 |
7.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IR (Ingersoll Rand Inc.) |
50.18%
Dec 2018 – Dec 2021 |
33.55%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart