Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLI (Mueller Industries, Inc.) | 15.85% | 72.13% | 51.71% | 43.83% | 26.36% | 22.00% | 17.03% | … | … |
Data as of 06/04/2026, Common starting date is 02/25/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLI (Mueller Industries, Inc.) | 02/25/1991 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.64 | 72.13 | 51.71 | 43.83 | 26.36 | 22.00 | 17.03 | … | … | 15.85 | 50.53 | 70.51 | 62.38 | 1.87 | 70.95 | 12.30 | 37.78 | -33.11 | -2.79 | 49.16 | -19.90 | 9.44 | 27.10 | 31.45 | 18.76 | 33.71 | 0.88 | -12.20 | -7.41 | 16.95 | -13.60 | 50.06 | 26.09 | -18.05 | 24.01 | -26.03 | 78.46 | -31.14 | 53.25 | 31.62 | 95.82 | -15.85 | 55.19 | 169.12 | -24.44 |
| Sharpe Ratio | NA | 2.14 | 1.51 | 1.23 | 0.69 | NA | NA | … | … | 0.78 | 1.74 | 1.98 | 1.88 | 0.01 | 2.30 | 0.19 | 1.22 | -1.12 | -0.14 | 2.01 | -0.88 | 0.44 | 1.30 | 1.23 | 0.41 | 1.05 | 0.02 | -0.20 | -0.25 | 0.40 | -0.61 | 1.69 | 1.03 | -0.68 | 0.65 | -0.65 | 1.88 | -0.63 | 1.82 | 0.86 | 2.97 | -0.69 | 1.45 | 3.97 | -0.86 |
| Standard Deviation(%) | NA | 30.00 | 32.05 | 32.80 | 35.70 | NA | NA | … | … | 39.12 | 28.02 | 33.85 | 31.60 | 35.95 | 30.86 | 64.64 | 29.83 | 30.96 | 24.72 | 24.37 | 22.58 | 21.41 | 20.88 | 25.84 | 45.28 | 32.02 | 51.19 | 66.11 | 42.70 | 34.34 | 25.85 | 28.97 | 24.73 | 28.34 | 34.01 | 46.59 | 40.04 | 55.38 | 27.09 | 32.18 | 30.87 | 27.56 | 36.43 | 41.43 | 36.93 |
| Draw Down(%) | NA | 22.33 | 27.79 | 27.79 | 52.97 | NA | NA | … | … | 22.33 | 16.94 | 17.92 | 23.30 | 18.41 | 17.61 | 46.17 | 24.95 | 40.87 | 29.15 | 16.23 | 26.57 | 14.22 | 11.78 | 16.86 | 24.55 | 23.98 | 35.76 | 54.53 | 28.08 | 26.97 | 22.75 | 17.71 | 17.18 | 34.00 | 24.61 | 45.22 | 27.08 | 61.71 | 19.56 | 28.61 | 20.54 | 28.90 | 18.48 | 18.57 | 47.22 |
| Yield(%) | 0.00 | 1.41 | 1.10 | 2.14 | 3.15 | 4.31 | 3.85 | … | … | 0.30 | 1.25 | 1.72 | 1.79 | 2.55 | 1.49 | 1.26 | 1.69 | 1.12 | 8.33 | 1.43 | 0.90 | 0.97 | 0.98 | 1.07 | 1.21 | 1.57 | 1.59 | 1.43 | 1.29 | 1.45 | 1.27 | 45.25 | 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 02/25/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLI (Mueller Industries, Inc.) |
-17.06%
Feb 2006 – Feb 2009 |
-6.09%
Jun 1998 – Jun 2003 |
0.45%
Jun 1999 – Jun 2009 |
5.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLI (Mueller Industries, Inc.) |
62.91%
Jan 2023 – Jan 2026 |
59.95%
Jan 1992 – Jan 1997 |
32.35%
Jan 1992 – Jan 2002 |
24.50%
Jan 1992 – Jan 2007 |
Annualized Rolling Returns Comparison Chart