Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NL (NL Industries, Inc.) | 13.78% | -2.59% | 10.04% | 3.11% | 10.74% | -3.94% | 0.85% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NL (NL Industries, Inc.) | 03/17/1980 | 06/05/2026 |
| 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | -2.59 | 10.04 | 3.11 | 10.74 | -3.94 | 0.85 | … | … | 13.78 | -22.99 | 54.90 | -13.51 | -1.26 | 60.39 | 27.43 | 11.40 | -75.37 | 74.85 | 168.09 | -64.65 | -23.08 | 1.92 | -7.99 | 20.22 | 70.61 | -44.50 | 22.90 | 16.10 | -23.14 | -32.35 | 98.68 | 38.19 | 35.84 | -33.96 | 66.64 | 6.17 | 4.13 | 25.29 | -10.31 | -3.96 | 180.56 | -2.70 | -53.75 | 0.00 | -58.97 | 29.14 | 40.47 | 7.50 | 85.19 | 22.73 | -30.16 | -14.29 | -53.77 | -47.95 | 131.44 |
| Sharpe Ratio | NA | -0.19 | 0.17 | 0.03 | 0.15 | NA | NA | … | … | 0.46 | -0.54 | 0.98 | -0.51 | -0.06 | 1.00 | 0.30 | 0.15 | -1.19 | 1.11 | 1.93 | -1.12 | -0.71 | 0.06 | -0.24 | 0.38 | 1.42 | -0.69 | 0.27 | 0.23 | -0.59 | -0.65 | 2.09 | 1.08 | 0.93 | -0.88 | 1.49 | 0.06 | 0.01 | 0.49 | -0.31 | -0.22 | 3.04 | -0.07 | -1.22 | -0.09 | -1.38 | 0.76 | 0.65 | 0.05 | 1.49 | 0.55 | -1.17 | -0.55 | -1.10 | -0.75 | 5.15 |
| Standard Deviation(%) | NA | 56.05 | 50.33 | 48.79 | 62.87 | NA | NA | … | … | 68.65 | 48.52 | 52.44 | 33.79 | 46.67 | 60.38 | 88.75 | 64.34 | 64.44 | 67.48 | 86.90 | 57.90 | 32.40 | 33.65 | 34.38 | 53.63 | 49.52 | 64.59 | 79.92 | 56.07 | 44.86 | 52.95 | 46.68 | 34.84 | 37.27 | 42.03 | 42.01 | 46.66 | 50.63 | 43.74 | 45.13 | 35.86 | 58.38 | 65.74 | 46.02 | 41.85 | 46.65 | 30.57 | 54.64 | 72.42 | 53.88 | 31.39 | 31.80 | 37.08 | 55.95 | 77.61 | 34.92 |
| Draw Down(%) | NA | 28.76 | 38.90 | 52.49 | 84.70 | NA | NA | … | … | 28.76 | 38.90 | 36.94 | 36.86 | 36.55 | 30.28 | 39.95 | 38.11 | 78.62 | 38.29 | 45.76 | 68.79 | 42.94 | 22.33 | 34.27 | 39.69 | 30.70 | 55.10 | 31.60 | 29.21 | 38.10 | 44.17 | 27.39 | 20.41 | 26.99 | 51.26 | 20.31 | 41.18 | 50.59 | 28.57 | 48.76 | 31.88 | 35.06 | 40.82 | 68.00 | 46.27 | 60.91 | 23.21 | 27.87 | 58.14 | 32.69 | 21.00 | 35.82 | 29.88 | 64.15 | 58.96 | 15.67 |
| Yield(%) | 1.65 | 9.86 | 9.43 | 6.80 | 8.47 | 1.48 | 2.94 | … | … | 3.66 | 7.44 | 13.54 | 4.33 | 8.47 | 5.31 | 4.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.11 | 3.77 | 4.42 | 6.81 | 3.68 | 5.02 | 4.86 | 3.42 | 4.64 | 6.64 | 53.52 | 21.56 | 3.41 | 4.39 | 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 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NL (NL Industries, Inc.) |
-44.85%
Jan 2013 – Jan 2016 |
-31.11%
Jun 2011 – Jun 2016 |
-13.75%
Jan 2006 – Jan 2016 |
-10.11%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NL (NL Industries, Inc.) |
60.54%
May 1986 – May 1989 |
39.77%
Jun 1993 – Jun 1998 |
21.33%
Dec 1993 – Dec 2003 |
16.74%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison Chart