Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROK (Rockwell Automation, Inc.) | 19.59% | 47.00% | 18.55% | 12.77% | 16.70% | 14.64% | 12.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROK (Rockwell Automation, Inc.) | 12/31/1981 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 47.00 | 18.55 | 12.77 | 16.70 | 14.64 | 12.45 | … | … | 19.59 | 38.36 | -6.23 | 22.63 | -24.78 | 41.21 | 26.17 | 37.85 | -21.79 | 48.87 | 34.46 | -5.54 | -3.90 | 43.73 | 17.21 | 4.52 | 56.13 | 50.91 | -51.93 | 14.87 | 4.76 | 21.30 | 41.76 | 76.54 | 20.03 | 1.15 | 2.07 | -1.42 | -7.06 | -14.17 | 15.13 | 47.90 | -3.70 | 28.02 | 5.94 | -1.35 | 16.84 | 9.20 | 14.47 | -16.25 | 26.92 | 17.70 | -7.95 | 55.29 | 29.77 | 0.00 |
| Sharpe Ratio | NA | 1.52 | 0.47 | 0.34 | 0.48 | NA | NA | … | … | 1.24 | 1.10 | -0.29 | 0.70 | -0.70 | 1.82 | 0.52 | 1.31 | -0.88 | 2.48 | 1.47 | -0.24 | -0.17 | 2.19 | 0.64 | 0.10 | 1.78 | 0.99 | -0.92 | 0.43 | 0.05 | 0.60 | 1.61 | 2.44 | 0.50 | -0.03 | -0.04 | -0.13 | -0.29 | -0.58 | 0.43 | 2.34 | -0.29 | 1.01 | 0.16 | -0.20 | 0.37 | 0.11 | 0.26 | -0.39 | 0.73 | 0.51 | -0.51 | 1.58 | 0.67 | NA |
| Standard Deviation(%) | NA | 28.04 | 32.06 | 31.86 | 31.51 | NA | NA | … | … | 35.09 | 32.29 | 33.79 | 27.20 | 37.45 | 22.59 | 49.27 | 27.71 | 26.40 | 19.54 | 23.35 | 23.01 | 22.82 | 19.98 | 27.11 | 45.29 | 31.55 | 51.28 | 57.49 | 27.19 | 26.79 | 31.58 | 25.31 | 31.11 | 38.12 | 42.41 | 49.71 | 36.92 | 36.63 | 30.55 | 26.16 | 18.74 | 23.49 | 25.40 | 20.97 | 26.44 | 30.92 | 29.52 | 36.26 | 52.50 | 30.63 | 24.11 | 29.12 | 30.78 | 32.54 | 0.00 |
| Draw Down(%) | NA | 18.73 | 34.84 | 45.09 | 45.09 | NA | NA | … | … | 18.73 | 27.78 | 19.31 | 25.61 | 44.70 | 10.51 | 42.36 | 22.97 | 30.42 | 6.13 | 12.57 | 20.83 | 22.46 | 10.05 | 26.84 | 46.71 | 21.52 | 48.07 | 66.63 | 13.25 | 30.92 | 26.65 | 22.07 | 18.56 | 32.69 | 33.47 | 44.78 | 29.55 | 46.30 | 36.26 | 20.56 | 9.45 | 22.79 | 11.83 | 20.54 | 16.24 | 25.99 | 25.81 | 17.93 | 50.52 | 23.59 | 19.82 | 31.34 | 23.67 | 23.28 | 0.00 |
| Yield(%) | 0.00 | 1.71 | 1.78 | 1.79 | 3.62 | 4.50 | 4.47 | … | … | 0.69 | 1.89 | 1.65 | 1.83 | 1.34 | 1.76 | 2.01 | 2.60 | 1.84 | 2.25 | 2.89 | 2.41 | 2.05 | 2.43 | 2.37 | 2.06 | 2.68 | 3.41 | 1.74 | 1.90 | 1.61 | 1.72 | 1.90 | 3.09 | 3.68 | 52.86 | 2.10 | 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 |
Data as of 06/04/2026, Common starting date is 12/31/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROK (Rockwell Automation, Inc.) |
-31.91%
Feb 2006 – Feb 2009 |
-8.63%
Mar 1996 – Mar 2001 |
1.54%
Jun 1990 – Jun 2000 |
3.09%
Mar 1986 – Mar 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROK (Rockwell Automation, Inc.) |
62.33%
Feb 2009 – Feb 2012 |
47.02%
Feb 2009 – Feb 2014 |
27.27%
Feb 2009 – Feb 2019 |
21.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart