Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRX (Regal Rexnord Corporation) | 52.71% | 58.36% | 16.70% | 10.68% | 15.84% | 9.80% | 9.56% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRX (Regal Rexnord Corporation) | 11/05/1984 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.43 | 58.36 | 16.70 | 10.68 | 15.84 | 9.80 | 9.56 | … | … | 52.71 | -8.61 | 5.74 | 24.56 | -28.75 | 46.56 | 45.52 | 24.03 | -7.20 | 12.08 | 20.22 | -21.08 | 3.20 | 5.73 | 39.76 | -22.76 | 29.86 | 38.79 | -14.20 | -13.36 | 50.09 | 25.75 | 32.55 | 8.87 | -2.87 | 30.91 | -15.00 | -8.21 | -20.77 | 53.35 | -7.45 | 63.41 | 5.14 | 24.90 | 60.59 | -0.37 | -14.85 | -2.59 | 21.99 | 77.86 | 7.69 | 45.21 | -2.08 |
| Sharpe Ratio | NA | 0.99 | 0.28 | 0.17 | 0.38 | NA | NA | … | … | 2.53 | -0.25 | 0.06 | 0.54 | -0.79 | 1.59 | 0.86 | 0.93 | -0.34 | 0.54 | 0.67 | -1.03 | 0.15 | 0.19 | 1.62 | -0.57 | 0.96 | 0.86 | -0.28 | -0.52 | 1.66 | 0.97 | 1.17 | 0.27 | -0.10 | 0.87 | -0.50 | -0.34 | -0.68 | 1.64 | -0.35 | 1.75 | 0.08 | 0.70 | 1.76 | -0.14 | -0.74 | -0.33 | 0.57 | 1.68 | 0.13 | 1.42 | -0.47 |
| Standard Deviation(%) | NA | 45.89 | 43.37 | 40.15 | 36.47 | NA | NA | … | … | 56.12 | 46.44 | 34.88 | 38.70 | 38.28 | 29.18 | 52.62 | 24.25 | 25.32 | 21.31 | 29.69 | 20.56 | 20.94 | 30.71 | 24.76 | 39.67 | 31.03 | 44.80 | 54.07 | 31.89 | 28.23 | 24.28 | 26.99 | 29.89 | 39.85 | 33.40 | 38.71 | 34.15 | 35.80 | 30.16 | 31.92 | 33.87 | 25.65 | 32.49 | 32.77 | 30.82 | 27.45 | 26.13 | 29.71 | 43.59 | 25.26 | 27.93 | 41.32 |
| Draw Down(%) | NA | 21.72 | 48.11 | 48.11 | 48.11 | NA | NA | … | … | 21.72 | 43.54 | 27.19 | 39.67 | 37.13 | 18.05 | 40.82 | 21.28 | 22.00 | 16.08 | 23.71 | 30.99 | 20.42 | 26.20 | 18.73 | 43.15 | 15.84 | 33.53 | 47.01 | 22.80 | 25.60 | 19.88 | 16.00 | 30.44 | 44.79 | 23.45 | 29.00 | 32.63 | 43.59 | 22.22 | 29.12 | 14.59 | 22.95 | 19.57 | 18.95 | 20.91 | 42.54 | 30.67 | 21.25 | 39.09 | 21.02 | 22.50 | 15.15 |
| Yield(%) | 0.00 | 1.03 | 1.01 | 1.96 | 3.35 | 2.37 | 2.87 | … | … | 0.24 | 0.91 | 0.97 | 1.16 | 0.81 | 6.75 | 1.39 | 1.67 | 1.42 | 1.44 | 1.64 | 1.21 | 1.16 | 1.05 | 1.37 | 0.99 | 1.22 | 1.57 | 1.35 | 1.10 | 1.48 | 1.68 | 2.09 | 2.16 | 2.09 | 2.69 | 2.18 | 2.09 | 1.61 | 2.49 | 2.29 | 2.94 | 1.16 | 1.23 | 1.91 | 1.46 | 1.18 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRX (Regal Rexnord Corporation) |
-17.40%
Mar 1998 – Mar 2001 |
-11.49%
Mar 1998 – Mar 2003 |
1.89%
Mar 2010 – Mar 2020 |
5.07%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRX (Regal Rexnord Corporation) |
53.67%
Jul 1985 – Jul 1988 |
31.21%
Oct 1990 – Oct 1995 |
24.12%
Jul 1985 – Jul 1995 |
17.29%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart