Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REZI (Resideo Technologies, Inc.) | -11.13% | 49.26% | 23.47% | -0.57% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REZI (Resideo Technologies, Inc.) | 10/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 49.26 | 23.47 | -0.57 | NA | NA | NA | … | … | -11.13 | 56.14 | 22.48 | 14.41 | -36.80 | 22.44 | 78.21 | -41.95 | -2.42 |
| Sharpe Ratio | NA | 0.83 | 0.43 | -0.03 | NA | NA | NA | … | … | -0.48 | 0.99 | 0.47 | 0.28 | -0.65 | 0.49 | 0.83 | -0.63 | -0.29 |
| Standard Deviation(%) | NA | 57.79 | 46.74 | 47.89 | NA | NA | NA | … | … | 56.99 | 55.02 | 38.81 | 35.99 | 58.56 | 46.15 | 93.54 | 68.30 | 52.39 |
| Draw Down(%) | NA | 39.80 | 47.06 | 56.13 | NA | NA | NA | … | … | 35.24 | 38.20 | 21.83 | 27.95 | 42.29 | 27.93 | 68.61 | 66.54 | 21.69 |
| Yield(%) | 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 06/05/2026, Common starting date is 10/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REZI (Resideo Technologies, Inc.) |
-14.49%
Aug 2021 – Aug 2024 |
-5.22%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REZI (Resideo Technologies, Inc.) |
55.73%
Mar 2020 – Mar 2023 |
33.54%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart