Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KOP (Koppers Holdings Inc.) | 56.74% | 35.70% | 11.94% | 5.04% | 4.74% | 1.70% | 5.37% | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KOP (Koppers Holdings Inc.) | 02/01/2006 | 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 (%) | 2.56 | 35.70 | 11.94 | 5.04 | 4.74 | 1.70 | 5.37 | … | … | 56.74 | -15.52 | -36.33 | 82.84 | -9.24 | 0.45 | -18.58 | 124.30 | -66.52 | 26.30 | 120.82 | -29.75 | -41.56 | 22.81 | 14.15 | -1.59 | 21.30 | 46.25 | -48.67 | 69.50 | 70.79 |
| Sharpe Ratio | NA | 0.75 | 0.23 | 0.04 | 0.07 | NA | NA | … | … | 4.40 | -0.46 | -1.05 | 2.33 | -0.26 | 0.01 | -0.19 | 2.74 | -1.52 | 0.85 | 2.91 | -0.59 | -1.19 | 0.84 | 0.43 | -0.03 | 0.51 | 0.69 | -0.61 | 1.70 | 1.62 |
| Standard Deviation(%) | NA | 37.60 | 38.42 | 38.32 | 48.90 | NA | NA | … | … | 39.33 | 40.10 | 38.20 | 34.28 | 40.98 | 38.87 | 99.78 | 44.80 | 44.77 | 30.40 | 41.43 | 50.12 | 35.05 | 26.97 | 33.39 | 48.97 | 41.96 | 67.05 | 80.76 | 39.27 | 47.11 |
| Draw Down(%) | NA | 23.96 | 58.44 | 58.44 | 83.73 | NA | NA | … | … | 12.91 | 27.27 | 45.31 | 23.75 | 38.30 | 25.41 | 78.10 | 20.51 | 68.47 | 25.60 | 23.37 | 38.10 | 49.12 | 18.87 | 23.40 | 46.57 | 39.17 | 56.72 | 71.89 | 21.84 | 30.82 |
| Yield(%) | 0.22 | 1.08 | 0.97 | 0.71 | 0.44 | 0.83 | 2.23 | … | … | 0.67 | 1.01 | 0.55 | 0.84 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.19 | 2.55 | 2.68 | 2.42 | 2.76 | 4.00 | 2.02 | 2.55 | 3.87 |
Data as of 06/04/2026, Common starting date is 02/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOP (Koppers Holdings Inc.) |
-33.68%
Mar 2017 – Mar 2020 |
-17.45%
Dec 2013 – Dec 2018 |
-6.77%
Mar 2010 – Mar 2020 |
-2.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOP (Koppers Holdings Inc.) |
45.40%
Feb 2009 – Feb 2012 |
27.74%
Feb 2009 – Feb 2014 |
9.25%
Aug 2006 – Aug 2016 |
11.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart