Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OC (Owens Corning) | 8.03% | -9.86% | 3.59% | 4.42% | 10.72% | 9.64% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OC (Owens Corning) | 09/20/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.26 | -9.86 | 3.59 | 4.42 | 10.72 | 9.64 | NA | … | … | 8.03 | -33.02 | 16.61 | 77.17 | -4.23 | 20.93 | 18.16 | 50.63 | -51.68 | 80.32 | 11.24 | 33.41 | -10.48 | 10.08 | 28.80 | -7.80 | 21.49 | 48.21 | -14.44 | -32.37 | 15.00 |
| Sharpe Ratio | NA | -0.20 | 0.10 | 0.08 | 0.27 | NA | NA | … | … | 0.90 | -0.98 | 0.43 | 2.54 | -0.14 | 0.69 | 0.31 | 1.70 | -1.60 | 4.07 | 0.45 | 1.14 | -0.41 | 0.39 | 0.79 | -0.18 | 0.53 | 0.59 | -0.25 | -1.19 | 1.93 |
| Standard Deviation(%) | NA | 35.96 | 33.91 | 34.52 | 35.37 | NA | NA | … | … | 39.48 | 36.87 | 30.26 | 29.26 | 41.60 | 30.49 | 58.28 | 28.93 | 33.29 | 19.66 | 24.67 | 29.35 | 25.54 | 25.69 | 36.88 | 43.85 | 40.64 | 81.66 | 60.57 | 29.91 | 32.03 |
| Draw Down(%) | NA | 37.33 | 52.48 | 52.48 | 66.55 | NA | NA | … | … | 27.28 | 47.81 | 19.64 | 24.33 | 26.00 | 21.70 | 53.97 | 17.85 | 56.81 | 5.15 | 15.81 | 15.72 | 36.52 | 20.76 | 29.45 | 46.64 | 34.47 | 71.05 | 62.64 | 44.81 | 10.41 |
| Yield(%) | 0.00 | 2.18 | 2.29 | 2.05 | 2.99 | 3.03 | 3.19 | … | … | 1.38 | 1.63 | 1.61 | 2.41 | 1.55 | 1.41 | 1.48 | 2.00 | 0.68 | 1.56 | 1.58 | 1.90 | 1.57 | 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 09/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OC (Owens Corning) |
-12.92%
Mar 2017 – Mar 2020 |
-3.23%
Jun 2007 – Jun 2012 |
3.20%
Apr 2010 – Apr 2020 |
6.29%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OC (Owens Corning) |
58.55%
Mar 2009 – Mar 2012 |
40.53%
Feb 2009 – Feb 2014 |
21.24%
Nov 2014 – Nov 2024 |
22.73%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart