Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JELD (JELD-WEN Holding, Inc.) | -17.89% | -47.26% | -48.06% | -40.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELD (JELD-WEN Holding, Inc.) | 01/30/2017 | 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 (%) | -4.27 | -47.26 | -48.06 | -40.99 | NA | NA | NA | … | … | -17.89 | -69.96 | -56.51 | 95.65 | -63.39 | 3.94 | 8.33 | 64.11 | -63.91 | 51.13 |
| Sharpe Ratio | NA | -0.48 | -0.66 | -0.64 | NA | NA | NA | … | … | -0.29 | -0.86 | -1.00 | 1.88 | -1.10 | 0.09 | 0.09 | 1.53 | -1.48 | 2.17 |
| Standard Deviation(%) | NA | 92.64 | 75.12 | 66.57 | NA | NA | NA | … | … | 103.41 | 85.73 | 63.15 | 49.15 | 58.89 | 41.77 | 94.25 | 41.53 | 44.06 | 25.75 |
| Draw Down(%) | NA | 85.95 | 95.56 | 96.78 | NA | NA | NA | … | … | 70.13 | 81.68 | 61.67 | 40.39 | 68.90 | 24.91 | 72.55 | 26.81 | 67.78 | 19.75 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELD (JELD-WEN Holding, Inc.) |
-53.90%
Mar 2023 – Mar 2026 |
-46.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELD (JELD-WEN Holding, Inc.) |
22.87%
Dec 2018 – Dec 2021 |
5.85%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart