Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRIM (Primoris Services Corporation) | 1.82% | 72.30% | 67.02% | 32.36% | 20.60% | 17.94% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRIM (Primoris Services Corporation) | 10/26/2006 | 06/03/2026 |
| 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 (%) | -3.30 | 72.30 | 67.02 | 32.36 | 20.60 | 17.94 | NA | … | … | 1.82 | 63.08 | 131.14 | 52.60 | -7.46 | -12.38 | 25.75 | 17.61 | -28.92 | 20.39 | 4.47 | -4.19 | -24.93 | 108.16 | 1.62 | 57.98 | 21.35 | 56.72 | -30.71 | 3.72 | 2.11 |
| Sharpe Ratio | NA | 0.85 | 1.07 | 0.58 | 0.39 | NA | NA | … | … | 0.01 | 1.17 | 3.32 | 1.73 | -0.22 | -0.30 | 0.33 | 0.55 | -1.10 | 0.77 | 0.13 | -0.10 | -0.70 | 3.60 | 0.05 | 1.22 | 0.57 | 0.88 | -0.57 | 0.08 | 1.55 |
| Standard Deviation(%) | NA | 85.45 | 59.94 | 52.21 | 48.30 | NA | NA | … | … | 123.74 | 51.66 | 38.38 | 28.52 | 40.10 | 41.33 | 77.75 | 29.09 | 27.56 | 25.63 | 33.91 | 42.40 | 35.41 | 30.05 | 30.33 | 47.55 | 37.49 | 64.53 | 54.75 | 7.78 | 5.88 |
| Draw Down(%) | NA | 50.11 | 50.11 | 51.19 | 65.73 | NA | NA | … | … | 50.11 | 40.77 | 15.32 | 18.54 | 40.94 | 47.09 | 57.57 | 22.53 | 36.87 | 13.09 | 31.99 | 29.68 | 39.83 | 17.30 | 34.89 | 31.92 | 34.74 | 40.26 | 50.74 | 3.06 | 0.84 |
| Yield(%) | 0.00 | 0.44 | 1.02 | 0.82 | 1.17 | 1.79 | 2.48 | … | … | 0.06 | 0.42 | 0.79 | 1.09 | 0.96 | 0.87 | 1.11 | 1.25 | 0.87 | 0.97 | 1.01 | 0.89 | 0.49 | 0.86 | 0.79 | 1.11 | 1.23 | 1.84 | 0.66 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIM (Primoris Services Corporation) |
-14.06%
Sep 2017 – Sep 2020 |
-10.23%
Sep 2017 – Sep 2022 |
1.31%
Jan 2014 – Jan 2024 |
6.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIM (Primoris Services Corporation) |
104.96%
Sep 2022 – Sep 2025 |
51.91%
Mar 2009 – Mar 2014 |
23.81%
Apr 2016 – Apr 2026 |
23.59%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart