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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PNR (Pentair PLC) 0.77% 18.37% 29.29% 19.87% 15.95% 15.17% 10.99% 11.63%
Data as of 08/01/2025, AR inception is 05/03/1973
More Performance Analytics Comparison
Name Start Date End Date
PNR (Pentair PLC) 05/03/1973 08/01/2025
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 (%) -2.39 18.37 29.29 19.87 15.95 15.17 10.99 11.63 0.77 40.00 64.16 -37.38 39.24 17.89 23.68 20.80 28.67 16.00 -23.81 -13.16 60.70 50.88 -6.87 15.62 40.14 -30.53 12.86 -7.50 -19.66 93.44 35.21 -3.45 54.51 -35.85 -3.30 10.78 11.43 29.65 16.37 29.55 -16.46 -1.86 62.63 -10.00 -12.00 50.60 -19.02 -22.35 33.60 0.00 107.21 22.53 4.11 8.96 0.00 22.94 29.76 170.97 -27.91 -31.75 -14.86
Sharpe Ratio NA 0.65 0.97 0.67 0.46 NA NA 0.25 0.09 1.46 2.19 -1.17 1.61 0.36 0.83 0.43 1.65 0.58 -0.86 -0.55 3.03 1.81 -0.21 0.55 0.94 -0.64 0.40 -0.44 -0.72 3.57 1.26 -0.12 1.26 -0.78 -0.18 0.21 0.29 0.84 0.63 1.06 -0.38 -0.16 1.87 -0.55 -0.69 1.49 -0.65 -0.79 1.12 -0.26 4.77 0.57 -0.22 0.02 -0.26 0.34 0.72 3.72 -0.83 -0.68 -0.44
Standard Deviation(%) NA 27.37 29.15 28.21 32.02 NA NA 33.81 31.90 24.87 27.97 33.33 24.38 48.72 26.88 45.06 17.07 27.16 27.61 23.94 20.03 28.39 33.46 28.20 42.49 48.97 24.64 24.81 30.49 25.91 27.34 37.55 42.22 51.18 36.93 35.53 26.61 30.54 19.59 25.07 49.16 27.22 31.18 27.97 26.03 30.59 35.41 33.73 25.09 27.23 21.04 25.63 28.76 22.66 28.36 52.40 36.10 44.73 38.47 54.64 61.84
Draw Down(%) NA 30.09 30.09 50.47 51.48 NA NA 77.69 27.52 12.77 19.71 45.69 13.80 51.48 23.11 22.33 9.85 18.78 29.09 26.86 7.40 21.66 28.44 22.31 32.38 51.23 17.86 36.80 32.87 7.91 15.35 40.22 24.07 51.71 33.63 39.07 14.73 20.56 11.05 12.92 42.06 26.82 20.65 34.10 25.55 16.08 46.30 38.03 17.60 24.70 17.58 25.51 28.57 29.88 35.71 44.95 23.14 18.67 38.64 65.12 53.72
Yield(%) 0.00 1.14 1.90 2.01 2.11 3.35 2.60 28.85 0.75 1.30 1.95 1.18 1.55 1.64 1.91 1.74 2.38 2.72 1.92 1.43 1.90 2.58 2.16 2.28 2.91 1.99 2.00 1.63 1.21 1.88 2.35 2.04 3.08 1.80 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 08/01/2025, AR inception is 05/03/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNR (Pentair PLC) -17.98%
Feb 2006 - Feb 2009 		-5.89%
Aug 1985 - Aug 1990 		2.79%
Feb 1999 - Feb 2009 		2.73%
Dec 1985 - Dec 2000
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNR (Pentair PLC) 78.83%
Aug 1975 - Aug 1978 		36.47%
Nov 1975 - Nov 1980 		32.46%
Dec 1975 - Dec 1985 		18.58%
Nov 1975 - Nov 1990
Annualized Rolling Returns Comparison Chart