Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MSA (MSA Safety Incorporated) | 7.77% | -7.91% | 12.54% | 10.45% | 14.80% | 16.54% | 9.15% | 12.29% |
Data as of 07/23/2025, AR inception is 02/22/1973
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MSA (MSA Safety Incorporated) | 02/22/1973 | 07/23/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 3.42 | -7.91 | 12.54 | 10.45 | 14.80 | 16.54 | 9.15 | 12.29 | 7.77 | -0.71 | 18.52 | -3.15 | 2.14 | 19.79 | 36.10 | 23.61 | 13.97 | 64.72 | -15.84 | 6.09 | 22.82 | 32.79 | 9.75 | 21.94 | 15.60 | -52.61 | 44.22 | 3.03 | -27.70 | 93.52 | 170.34 | -18.31 | 62.73 | 19.98 | -9.86 | 8.40 | 23.00 | 10.94 | 6.67 | 6.51 | 5.30 | -8.81 | -12.00 | -11.50 | 32.94 | 66.67 | -25.00 | -15.00 | 56.86 | 15.91 | 4.14 | -11.05 | -16.67 | 62.86 | 60.92 | 4.82 | 50.91 | 37.50 | 100.00 | -41.18 | -39.29 |
Sharpe Ratio | NA | -0.45 | 0.43 | 0.31 | 0.48 | NA | NA | 0.27 | 0.35 | -0.36 | 0.57 | -0.15 | 0.09 | 0.38 | 1.69 | 0.80 | 0.52 | 2.35 | -0.48 | 0.22 | 0.90 | 1.26 | 0.19 | 0.84 | 0.35 | -0.93 | 1.27 | -0.01 | -0.82 | 2.03 | 4.73 | -0.49 | 1.45 | 0.48 | -0.22 | 0.12 | 0.54 | 0.20 | 0.08 | 0.11 | 0.11 | -0.32 | -0.49 | -0.48 | 0.97 | 1.69 | -0.90 | -1.05 | 2.22 | 0.60 | -0.14 | -1.48 | -1.80 | 1.97 | 2.69 | -0.01 | 2.24 | 1.57 | 2.34 | -1.19 | -1.00 |
Standard Deviation(%) | NA | 23.03 | 24.80 | 24.73 | 29.39 | NA | NA | 33.16 | 24.63 | 20.20 | 25.39 | 30.09 | 22.54 | 51.15 | 20.57 | 27.91 | 25.84 | 27.51 | 33.32 | 27.25 | 25.27 | 26.23 | 50.57 | 26.00 | 44.56 | 57.58 | 32.59 | 26.45 | 36.46 | 45.65 | 35.85 | 39.84 | 42.44 | 33.09 | 58.82 | 41.37 | 35.75 | 36.29 | 33.91 | 31.35 | 28.76 | 34.46 | 32.20 | 34.92 | 28.19 | 36.47 | 32.17 | 18.20 | 23.30 | 15.37 | 13.76 | 12.52 | 14.76 | 27.71 | 19.93 | 24.29 | 21.13 | 21.63 | 40.86 | 39.04 | 49.19 |
Draw Down(%) | NA | 32.67 | 34.28 | 35.28 | 38.39 | NA | NA | 70.32 | 21.54 | 17.91 | 20.02 | 26.84 | 18.22 | 38.39 | 11.67 | 19.78 | 20.64 | 11.87 | 25.98 | 22.06 | 13.49 | 22.37 | 37.25 | 24.63 | 33.21 | 60.28 | 19.65 | 20.06 | 32.31 | 26.06 | 14.13 | 45.11 | 34.84 | 26.47 | 26.90 | 24.73 | 11.02 | 21.53 | 23.18 | 11.24 | 14.06 | 25.00 | 28.51 | 19.49 | 7.89 | 10.00 | 40.48 | 26.14 | 9.46 | 13.68 | 10.20 | 24.74 | 27.87 | 22.97 | 11.72 | 30.51 | 15.72 | 21.54 | 17.78 | 53.85 | 52.07 |
Yield(%) | 0.00 | 1.06 | 1.50 | 1.63 | 3.23 | 6.23 | 2.81 | 73.40 | 0.63 | 1.19 | 1.31 | 1.23 | 1.20 | 1.33 | 1.72 | 1.89 | 1.99 | 3.82 | 2.40 | 2.43 | 2.71 | 3.26 | 3.24 | 3.66 | 3.97 | 1.86 | 2.25 | 1.84 | 1.04 | 1.38 | 15.53 | 1.62 | 2.22 | 1.84 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception is 02/22/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MSA (MSA Safety Incorporated) |
-21.02%
Feb 2006 - Feb 2009 |
-11.16%
Jan 2005 - Jan 2010 |
0.63%
Feb 1986 - Feb 1996 |
2.18%
Nov 1980 - Nov 1995 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MSA (MSA Safety Incorporated) |
64.66%
Jul 2002 - Jul 2005 |
52.85%
Dec 1999 - Dec 2004 |
28.07%
Dec 1994 - Dec 2004 |
23.10%
Dec 1974 - Dec 1989 |
Annualized Rolling Returns Comparison Chart