Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POOL (Pool Corporation) | -18.82% | -39.46% | -16.25% | -14.84% | 8.53% | 14.99% | 9.02% | … | … |
Data as of 06/04/2026, Common starting date is 10/13/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POOL (Pool Corporation) | 10/13/1995 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -39.46 | -16.25 | -14.84 | 8.53 | 14.99 | 9.02 | … | … | -18.82 | -31.81 | -13.39 | 33.51 | -46.03 | 52.98 | 76.95 | 44.50 | 15.97 | 25.78 | 30.87 | 29.12 | 10.71 | 39.34 | 42.95 | 36.34 | 20.96 | 9.39 | -6.94 | -48.58 | 6.26 | 17.80 | 122.58 | 11.92 | 6.38 | -8.69 | 160.78 | 71.49 | 17.86 | -7.23 | 98.51 | -0.45 |
| Sharpe Ratio | NA | -1.21 | -0.62 | -0.52 | 0.21 | NA | NA | … | … | -1.09 | -1.12 | -0.56 | 0.95 | -1.09 | 2.02 | 1.58 | 1.87 | 0.65 | 1.26 | 1.63 | 1.34 | 0.56 | 1.95 | 1.85 | 0.95 | 0.70 | 0.18 | -0.15 | -1.64 | 0.10 | 0.68 | 2.45 | 0.23 | 0.14 | -0.20 | 2.72 | 1.66 | 0.28 | -0.17 | 2.00 | -0.11 |
| Standard Deviation(%) | NA | 33.82 | 31.90 | 33.93 | 31.73 | NA | NA | … | … | 40.22 | 30.95 | 30.13 | 31.83 | 43.49 | 26.26 | 48.34 | 23.02 | 22.37 | 20.07 | 18.75 | 21.72 | 19.26 | 20.19 | 23.42 | 38.14 | 30.00 | 52.50 | 52.99 | 31.63 | 28.11 | 23.00 | 49.56 | 49.72 | 38.07 | 56.63 | 57.65 | 41.09 | 52.07 | 62.34 | 46.79 | 54.89 |
| Draw Down(%) | NA | 46.86 | 56.77 | 67.85 | 67.85 | NA | NA | … | … | 35.02 | 36.18 | 29.08 | 26.03 | 49.48 | 19.58 | 28.73 | 8.25 | 20.50 | 21.11 | 11.35 | 8.27 | 13.89 | 9.62 | 10.70 | 27.05 | 27.92 | 39.44 | 47.88 | 52.76 | 27.29 | 12.37 | 13.78 | 34.97 | 28.06 | 50.54 | 23.03 | 22.46 | 46.16 | 35.29 | 13.25 | 9.09 |
| Yield(%) | 0.00 | 1.63 | 1.47 | 1.00 | 3.44 | 8.60 | 4.28 | … | … | 1.11 | 1.49 | 1.21 | 1.43 | 0.69 | 0.83 | 1.07 | 1.44 | 1.31 | 1.36 | 1.50 | 1.59 | 1.48 | 1.68 | 2.06 | 2.36 | 2.69 | 2.88 | 2.58 | 1.17 | 1.11 | 1.06 | 1.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/13/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POOL (Pool Corporation) |
-32.81%
Mar 2006 – Mar 2009 |
-14.96%
May 2021 – May 2026 |
4.81%
Aug 2000 – Aug 2010 |
13.37%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POOL (Pool Corporation) |
90.97%
Aug 1998 – Aug 2001 |
57.55%
Dec 1995 – Dec 2000 |
40.45%
Nov 1995 – Nov 2005 |
27.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart