Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ROCK (Gibraltar Industries, Inc.) | 8.71% | -5.71% | 17.24% | 5.96% | 11.91% | 12.77% | 5.86% | 6.08% |
Data as of 07/10/2025, AR inception is 11/05/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCK (Gibraltar Industries, Inc.) | 11/05/1993 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.76 | -5.71 | 17.24 | 5.96 | 11.91 | 12.77 | 5.86 | 6.08 | 8.71 | -25.02 | 72.14 | -31.19 | -7.31 | 42.62 | 41.73 | 7.85 | -20.77 | 63.72 | 56.46 | -12.53 | 16.55 | 14.26 | 2.87 | -13.73 | 31.74 | -22.57 | -34.41 | 2.48 | -2.88 | 40.76 | 32.20 | 8.68 | -0.24 | -24.87 | 2.75 | 15.19 | -24.76 | 116.49 | 12.79 | -25.86 | 30.34 |
| Sharpe Ratio | NA | -0.32 | 0.36 | 0.10 | 0.28 | NA | NA | 0.08 | 0.21 | -0.93 | 2.17 | -0.75 | -0.18 | 0.79 | 0.72 | -0.42 | -1.24 | 0.69 | 1.05 | -1.07 | -0.06 | -0.10 | -0.23 | -0.50 | 0.14 | -0.44 | -1.16 | -0.49 | -0.59 | 0.57 | 0.35 | -0.24 | -0.40 | -1.81 | 0.64 | 0.95 | -1.45 | 2.15 | -0.94 | -0.44 | 13.51 |
| Standard Deviation(%) | NA | 38.34 | 35.52 | 37.81 | 38.29 | NA | NA | 49.96 | 41.28 | 34.33 | 31.56 | 43.51 | 40.04 | 53.49 | 25.55 | 32.87 | 32.28 | 42.30 | 36.28 | 29.13 | 33.47 | 42.85 | 67.06 | 64.43 | 94.07 | 94.36 | 48.91 | 40.29 | 40.19 | 37.23 | 36.65 | 46.93 | 53.95 | 51.65 | 43.43 | 51.15 | 48.94 | 54.60 | 52.59 | 54.71 | 38.59 |
| Draw Down(%) | NA | 37.93 | 42.42 | 63.23 | 63.23 | NA | NA | 90.49 | 25.13 | 32.07 | 21.30 | 45.36 | 36.49 | 44.02 | 15.62 | 32.08 | 39.80 | 26.18 | 23.66 | 31.65 | 32.55 | 46.47 | 47.04 | 58.61 | 70.94 | 61.29 | 47.80 | 34.92 | 29.33 | 22.38 | 16.35 | 27.60 | 38.76 | 50.80 | 25.27 | 41.21 | 35.27 | 22.99 | 21.43 | 36.51 | 4.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.58 | 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 | 1.34 | 1.11 | 0.63 | 0.88 | 0.87 | 0.89 | 0.84 | 0.84 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 11/05/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCK (Gibraltar Industries, Inc.) |
-45.12%
Mar 2006 - Mar 2009 |
-27.45%
Mar 2004 - Mar 2009 |
-12.72%
Mar 1999 - Mar 2009 |
-6.07%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCK (Gibraltar Industries, Inc.) |
47.51%
Mar 2009 - Mar 2012 |
35.54%
Sep 2011 - Sep 2016 |
24.01%
Mar 2009 - Mar 2019 |
20.82%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart