Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SLGN (Silgan Holdings Inc.) -7.77% -29.82% -5.05% -0.78% 5.09% 4.99% 8.42%
Data as of 06/05/2026, Common starting date is 02/14/1997
More Performance Analytics Comparison
Name Start Date End Date
SLGN (Silgan Holdings Inc.) 02/14/1997 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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) -1.36 -29.82 -5.05 -0.78 5.09 4.99 8.42 -7.77 -21.11 16.80 -11.33 22.68 17.06 21.08 33.55 -18.45 16.24 -3.44 1.41 12.98 16.99 8.72 9.13 25.47 22.99 -6.69 19.72 23.12 20.02 44.83 72.20 -5.66 190.67 -32.71 -51.88 -14.47 46.89
Sharpe Ratio NA -1.01 -0.31 -0.13 0.16 NA NA -0.58 -0.76 0.64 -0.56 0.86 0.84 0.69 2.01 -0.89 0.92 -0.18 0.07 0.94 1.06 0.52 0.29 1.20 0.87 -0.20 0.58 0.92 0.55 1.26 2.05 -0.12 3.39 -0.45 -0.83 -0.41 1.71
Standard Deviation(%) NA 32.87 27.75 25.91 23.99 NA NA 30.56 31.83 20.49 27.15 24.85 20.38 30.17 15.92 22.39 17.09 20.52 20.25 13.81 16.06 16.74 30.89 21.12 26.40 38.79 28.84 21.59 32.08 34.72 34.80 56.22 57.08 81.38 66.63 43.83 30.07
Draw Down(%) NA 34.54 34.70 34.70 34.70 NA NA 24.70 33.54 15.81 28.82 16.33 14.22 21.91 8.35 24.25 12.76 11.68 14.42 9.47 11.14 10.77 26.46 16.53 16.14 29.79 20.40 16.94 20.36 16.72 24.86 57.02 34.76 66.18 59.64 44.44 30.72
Yield(%) 0.56 1.53 1.72 1.75 2.21 2.19 4.19 1.02 1.57 1.68 1.39 1.51 1.53 1.56 1.91 1.35 1.40 1.27 1.19 1.26 1.31 1.24 1.23 1.48 1.59 1.35 1.48 1.30 1.31 1.07 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 02/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLGN (Silgan Holdings Inc.) -41.11%
Aug 1997 – Aug 2000
-12.08%
Oct 1997 – Oct 2002
5.31%
Nov 2015 – Nov 2025
4.90%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLGN (Silgan Holdings Inc.) 72.14%
Jan 2001 – Jan 2004
56.76%
Nov 2000 – Nov 2005
34.70%
Nov 2000 – Nov 2010
26.27%
Nov 2000 – Nov 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return