Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNDR (Schneider National, Inc.) | 40.43% | 57.52% | 14.22% | 10.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNDR (Schneider National, Inc.) | 04/07/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.65 | 57.52 | 14.22 | 10.95 | NA | NA | NA | … | … | 40.43 | -5.36 | 16.78 | 10.24 | -11.88 | 31.53 | 4.90 | 18.20 | -34.00 | 51.26 |
| Sharpe Ratio | NA | 1.28 | 0.27 | 0.21 | NA | NA | NA | … | … | 2.23 | -0.24 | 0.52 | 0.23 | -0.43 | 1.26 | 0.13 | 0.54 | -1.11 | 2.93 |
| Standard Deviation(%) | NA | 39.32 | 32.58 | 31.14 | NA | NA | NA | … | … | 45.44 | 35.11 | 25.28 | 28.97 | 31.30 | 25.07 | 36.06 | 30.71 | 32.05 | 25.73 |
| Draw Down(%) | NA | 24.48 | 38.85 | 38.85 | NA | NA | NA | … | … | 22.24 | 33.32 | 18.52 | 31.52 | 24.83 | 21.67 | 29.85 | 28.88 | 40.20 | 11.87 |
| Yield(%) | 0.00 | 1.61 | 1.45 | 1.48 | 2.48 | 1.65 | 1.24 | … | … | 0.37 | 1.30 | 1.51 | 1.51 | 1.21 | 1.37 | 10.22 | 1.26 | 0.83 | 0.79 |
Data as of 06/04/2026, Common starting date is 04/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNDR (Schneider National, Inc.) |
-6.79%
Jan 2018 – Jan 2021 |
-1.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNDR (Schneider National, Inc.) |
21.11%
Feb 2020 – Feb 2023 |
11.49%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart