Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROCK (Gibraltar Industries, Inc.) | -22.53% | -35.24% | -11.95% | -12.80% | 2.20% | 8.13% | 1.98% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCK (Gibraltar Industries, Inc.) | 11/05/1993 | 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 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | -35.24 | -11.95 | -12.80 | 2.20 | 8.13 | 1.98 | … | … | -22.53 | -13.68 | -25.42 | 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 | -21.42 | -33.58 | 3.06 | -1.98 | -5.52 | 33.28 | 9.48 | 0.58 | -24.31 | 2.75 | 15.19 | -24.76 | 116.49 | 12.79 | -25.86 | 30.34 |
| Sharpe Ratio | NA | -0.75 | -0.35 | -0.40 | 0.03 | NA | NA | … | … | -0.89 | -0.36 | -0.85 | 2.19 | -0.75 | -0.18 | 0.79 | 1.58 | 0.20 | -0.67 | 1.50 | 1.56 | -0.43 | 0.49 | 0.33 | 0.04 | -0.21 | 0.34 | -0.24 | -0.75 | -0.01 | -0.11 | -0.12 | 0.89 | 0.18 | -0.04 | -0.55 | -0.01 | 0.23 | -0.58 | 2.04 | 0.17 | -0.53 | 12.37 |
| Standard Deviation(%) | NA | 49.91 | 40.83 | 40.01 | 38.79 | NA | NA | … | … | 53.63 | 46.02 | 34.21 | 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 | 94.37 | 48.91 | 40.32 | 40.21 | 55.03 | 36.67 | 47.03 | 53.93 | 51.67 | 43.43 | 51.15 | 48.94 | 54.60 | 52.59 | 54.71 | 38.59 |
| Draw Down(%) | NA | 54.65 | 61.21 | 61.21 | 66.51 | NA | NA | … | … | 41.95 | 40.78 | 32.70 | 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 | 61.19 | 47.43 | 34.67 | 29.17 | 48.26 | 16.17 | 27.47 | 38.49 | 50.54 | 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 | 0.10 | … | … | 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 | 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 06/04/2026, Common starting date 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.) |
-45.11%
Mar 2006 – Mar 2009 |
-27.44%
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