Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEA (Lear Corporation) | 27.09% | 68.93% | 6.65% | -4.19% | 4.04% | 9.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEA (Lear Corporation) | 11/09/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 68.93 | 6.65 | -4.19 | 4.04 | 9.01 | NA | … | … | 27.09 | 24.86 | -31.17 | 16.40 | -30.70 | 16.20 | 16.88 | 14.39 | -29.29 | 33.86 | 8.88 | 26.35 | 22.19 | 74.70 | 19.31 | -18.30 | 45.92 | 20.27 |
| Sharpe Ratio | NA | 1.79 | 0.11 | -0.18 | 0.06 | NA | NA | … | … | 1.97 | 0.64 | -1.26 | 0.48 | -0.72 | 0.48 | 0.28 | 0.40 | -1.08 | 1.58 | 0.29 | 1.11 | 0.93 | 3.81 | 0.74 | -0.47 | 1.73 | 9.49 |
| Standard Deviation(%) | NA | 32.86 | 31.08 | 34.16 | 35.53 | NA | NA | … | … | 36.71 | 34.52 | 27.56 | 26.94 | 45.04 | 33.79 | 58.30 | 32.63 | 28.47 | 21.10 | 29.99 | 23.67 | 23.87 | 19.61 | 26.16 | 39.26 | 26.50 | 27.82 |
| Draw Down(%) | NA | 18.98 | 49.42 | 59.63 | 64.51 | NA | NA | … | … | 18.98 | 24.34 | 35.53 | 19.99 | 37.01 | 27.72 | 49.90 | 32.53 | 42.50 | 11.07 | 22.67 | 19.40 | 24.26 | 9.71 | 25.68 | 34.77 | 24.20 | 7.05 |
| Yield(%) | 0.52 | 4.36 | 2.58 | 1.53 | 2.18 | 3.87 | 5.21 | … | … | 1.30 | 3.32 | 2.17 | 2.45 | 1.66 | 1.12 | 0.73 | 2.42 | 1.57 | 1.50 | 0.99 | 1.02 | 1.01 | 1.43 | 1.37 | 1.25 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEA (Lear Corporation) |
-17.81%
Dec 2021 – Dec 2024 |
-7.61%
May 2018 – May 2023 |
-1.01%
Apr 2015 – Apr 2025 |
6.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEA (Lear Corporation) |
45.30%
Jun 2012 – Jun 2015 |
36.71%
Sep 2012 – Sep 2017 |
17.81%
Dec 2011 – Dec 2021 |
9.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart