Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWA (Mueller Water Products, Inc.) | 5.86% | 4.30% | 21.34% | 13.28% | 10.06% | 15.14% | 3.36% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWA (Mueller Water Products, Inc.) | 05/26/2006 | 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 (%) | -1.06 | 4.30 | 21.34 | 13.28 | 10.06 | 15.14 | 3.36 | … | … | 5.86 | 7.01 | 58.45 | 36.20 | -23.78 | 18.16 | 5.39 | 34.35 | -26.10 | -5.54 | 56.41 | -15.29 | 10.17 | 68.69 | 134.36 | -40.01 | -18.32 | -37.04 | -10.99 | -35.62 | -11.11 |
| Sharpe Ratio | NA | 0.04 | 0.67 | 0.36 | 0.27 | NA | NA | … | … | 0.52 | 0.12 | 1.91 | 1.11 | -0.84 | 0.65 | 0.10 | 1.19 | -1.00 | -0.25 | 1.82 | -0.47 | 0.31 | 2.00 | 2.83 | -0.65 | -0.32 | -0.35 | -0.14 | -0.80 | -0.51 |
| Standard Deviation(%) | NA | 26.18 | 30.80 | 30.50 | 32.31 | NA | NA | … | … | 26.29 | 35.61 | 28.74 | 29.65 | 29.97 | 28.05 | 52.79 | 27.60 | 27.69 | 24.48 | 30.85 | 32.72 | 33.04 | 34.29 | 48.01 | 61.78 | 57.53 | 106.66 | 88.13 | 48.59 | 42.48 |
| Draw Down(%) | NA | 17.46 | 25.86 | 41.23 | 47.19 | NA | NA | … | … | 17.46 | 19.19 | 13.36 | 25.86 | 29.39 | 22.49 | 43.91 | 17.39 | 30.39 | 20.75 | 16.75 | 28.77 | 22.02 | 18.69 | 18.65 | 56.25 | 61.23 | 81.34 | 68.66 | 52.41 | 27.80 |
| Yield(%) | 0.00 | 1.14 | 1.82 | 1.75 | 1.98 | 4.60 | 0.86 | … | … | 0.58 | 1.21 | 1.83 | 2.28 | 1.65 | 1.84 | 1.78 | 2.24 | 1.59 | 1.18 | 1.30 | 0.78 | 0.78 | 1.22 | 2.86 | 1.68 | 1.32 | 0.87 | 0.77 | 0.47 | 0.11 |
Data as of 06/04/2026, Common starting date is 05/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWA (Mueller Water Products, Inc.) |
-41.55%
Aug 2007 – Aug 2010 |
-31.93%
Aug 2006 – Aug 2011 |
-2.90%
Jun 2006 – Jun 2016 |
-1.06%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWA (Mueller Water Products, Inc.) |
63.83%
Nov 2011 – Nov 2014 |
44.26%
Nov 2011 – Nov 2016 |
23.44%
Aug 2011 – Aug 2021 |
19.17%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart