Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUE (Nucor Corporation) | 56.49% | 117.47% | 23.54% | 20.65% | 20.22% | 16.11% | 11.58% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUE (Nucor Corporation) | 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 (%) | 1.76 | 117.47 | 23.54 | 20.65 | 20.22 | 16.11 | 11.58 | … | … | 56.49 | 42.03 | -31.95 | 33.75 | 17.39 | 118.45 | -1.76 | 11.84 | -16.36 | 9.60 | 52.18 | -14.92 | -5.40 | 27.54 | 13.12 | -6.29 | -2.77 | 4.21 | -19.37 | 12.77 | 70.45 | 30.85 | 89.10 | 37.94 | -20.81 | 35.53 | -26.40 | 26.73 | -10.48 | -5.27 | -10.72 | 3.16 | 4.48 | 35.25 | 75.38 | 44.15 | 2.90 | 26.18 | 20.50 | 29.92 | -43.39 | 67.05 | -24.56 | 36.80 | 4.60 | -14.49 | 82.68 |
| Sharpe Ratio | NA | 4.22 | 0.64 | 0.50 | 0.52 | NA | NA | … | … | 6.23 | 1.07 | -1.08 | 0.94 | 0.34 | 2.85 | -0.04 | 0.41 | -0.65 | 0.34 | 1.69 | -0.54 | -0.27 | 1.34 | 0.60 | -0.18 | -0.10 | 0.08 | -0.24 | 0.25 | 1.53 | 0.80 | 2.36 | 1.19 | -0.44 | 0.79 | -0.75 | 0.62 | -0.40 | -0.33 | -0.55 | -0.02 | 0.04 | 1.26 | 2.47 | 1.50 | -0.07 | 0.89 | 0.64 | 0.62 | -0.95 | 2.38 | -0.93 | 1.15 | -0.08 | -0.94 | 2.78 |
| Standard Deviation(%) | NA | 30.89 | 32.92 | 37.89 | 35.96 | NA | NA | … | … | 29.55 | 36.85 | 32.84 | 32.39 | 47.17 | 41.49 | 49.99 | 25.11 | 27.55 | 26.07 | 30.71 | 27.63 | 20.08 | 20.54 | 21.79 | 34.28 | 27.96 | 54.48 | 83.93 | 38.49 | 44.18 | 35.79 | 37.40 | 31.29 | 49.38 | 42.78 | 41.07 | 37.73 | 34.54 | 27.03 | 25.93 | 35.30 | 31.94 | 26.16 | 29.25 | 26.64 | 37.02 | 22.75 | 24.19 | 41.57 | 50.21 | 25.92 | 34.05 | 26.42 | 39.76 | 26.61 | 37.99 |
| Draw Down(%) | NA | 18.43 | 47.79 | 47.79 | 57.21 | NA | NA | … | … | 18.43 | 27.25 | 41.98 | 25.71 | 40.84 | 23.75 | 49.50 | 23.87 | 27.39 | 16.29 | 20.30 | 24.33 | 16.43 | 11.73 | 23.63 | 34.97 | 25.91 | 36.36 | 68.34 | 33.07 | 22.51 | 27.84 | 19.62 | 19.96 | 44.77 | 38.17 | 45.97 | 29.48 | 40.17 | 25.78 | 27.80 | 32.87 | 26.35 | 15.33 | 14.32 | 13.70 | 34.87 | 15.99 | 16.19 | 39.24 | 57.58 | 16.61 | 39.08 | 25.65 | 42.08 | 38.69 | 20.63 |
| Yield(%) | 0.00 | 1.87 | 1.54 | 1.92 | 3.60 | 4.25 | 3.46 | … | … | 0.33 | 1.93 | 1.24 | 1.58 | 1.78 | 3.27 | 2.93 | 3.07 | 2.32 | 2.54 | 3.80 | 3.05 | 2.81 | 3.29 | 3.61 | 3.29 | 3.02 | 2.92 | 3.29 | 4.48 | 5.91 | 3.07 | 1.68 | 1.89 | 1.47 | 1.77 | 1.10 | 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 |
|---|---|---|---|---|
| NUE (Nucor Corporation) |
-16.43%
Sep 1997 – Sep 2000 |
-8.97%
Jun 1995 – Jun 2000 |
-1.31%
Mar 1993 – Mar 2003 |
4.37%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUE (Nucor Corporation) |
79.65%
Mar 2003 – Mar 2006 |
53.32%
Apr 2003 – Apr 2008 |
25.66%
Jul 1984 – Jul 1994 |
18.90%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart