Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWR (Quanta Services, Inc.) | 70.47% | 100.46% | 59.11% | 50.75% | 40.82% | 27.78% | 21.04% | … | … |
Data as of 06/04/2026, Common starting date is 02/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWR (Quanta Services, Inc.) | 02/12/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 100.46 | 59.11 | 50.75 | 40.82 | 27.78 | 21.04 | … | … | 70.47 | 33.70 | 46.60 | 51.70 | 24.63 | 59.50 | 77.74 | 35.84 | -22.93 | 12.22 | 72.10 | -28.67 | -10.04 | 15.65 | 26.69 | 8.13 | -4.41 | 5.25 | -24.54 | 33.40 | 49.35 | 64.62 | 9.59 | 108.57 | -77.32 | -52.06 | 13.94 | 28.05 | 96.11 |
| Sharpe Ratio | NA | 3.01 | 1.57 | 1.33 | 1.17 | NA | NA | … | … | 6.00 | 0.75 | 1.34 | 1.77 | 0.60 | 1.86 | 1.58 | 1.43 | -0.94 | 0.52 | 2.59 | -0.61 | -0.39 | 0.72 | 1.08 | 0.18 | -0.14 | 0.10 | -0.31 | 0.83 | 1.34 | 1.77 | 0.20 | 1.37 | -0.54 | -0.74 | 0.11 | 0.41 | 2.15 |
| Standard Deviation(%) | NA | 35.58 | 36.18 | 35.53 | 33.61 | NA | NA | … | … | 42.81 | 41.03 | 32.04 | 27.48 | 38.99 | 31.97 | 48.84 | 23.98 | 25.83 | 22.15 | 27.71 | 46.72 | 26.10 | 21.65 | 24.81 | 43.92 | 31.83 | 50.56 | 82.99 | 36.61 | 34.58 | 35.19 | 42.52 | 78.82 | 144.83 | 74.86 | 86.00 | 59.69 | 51.56 |
| Draw Down(%) | NA | 11.66 | 33.89 | 33.89 | 45.53 | NA | NA | … | … | 9.59 | 33.89 | 15.44 | 24.80 | 21.70 | 15.01 | 42.40 | 20.09 | 29.93 | 20.30 | 14.87 | 38.38 | 31.37 | 15.02 | 9.95 | 35.66 | 25.97 | 29.63 | 69.56 | 26.67 | 22.54 | 16.52 | 47.84 | 43.17 | 90.32 | 72.09 | 65.00 | 52.27 | 33.45 |
| Yield(%) | 0.00 | 0.12 | 0.21 | 0.36 | 0.91 | 0.78 | 0.68 | … | … | 0.05 | 0.13 | 0.13 | 0.23 | 0.32 | 0.26 | 0.51 | 0.57 | 0.10 | 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 06/04/2026, Common starting date is 02/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWR (Quanta Services, Inc.) |
-62.50%
Mar 2000 – Mar 2003 |
-33.95%
Mar 2000 – Mar 2005 |
-10.89%
Mar 2000 – Mar 2010 |
-4.91%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWR (Quanta Services, Inc.) |
83.06%
Sep 2002 – Sep 2005 |
71.61%
Jul 2002 – Jul 2007 |
41.10%
Apr 2016 – Apr 2026 |
27.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart