Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPR (Spirit Aerosystems Holdings Inc) | NA | 21.91% | 13.19% | 0.48% | -2.37% | 4.65% | NA | … | … |
Data as of 12/05/2025, Common starting date is 11/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPR (Spirit Aerosystems Holdings Inc) | 11/21/2006 | 12/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.54 | 21.91 | 13.19 | 0.48 | -2.37 | 4.65 | NA | … | … | 15.90 | 6.92 | 7.36 | -31.18 | 10.39 | -46.28 | 1.68 | -16.92 | 50.41 | 16.73 | 16.33 | 26.29 | 100.83 | -18.33 | -0.14 | 4.78 | 95.28 | -70.52 | 3.08 | 15.41 |
| Sharpe Ratio | NA | 0.71 | 0.21 | -0.04 | -0.08 | NA | NA | … | … | 0.52 | 0.01 | 0.05 | -0.55 | 0.21 | -0.43 | 0.01 | -0.66 | 1.89 | 0.60 | 0.69 | 0.76 | 3.80 | -0.40 | 0.00 | 0.11 | 1.68 | -1.03 | 0.00 | 14.83 |
| Standard Deviation(%) | NA | 26.85 | 47.52 | 50.41 | 52.13 | NA | NA | … | … | 27.58 | 39.64 | 66.61 | 59.10 | 49.37 | 107.40 | 27.87 | 27.56 | 26.43 | 27.52 | 23.54 | 34.61 | 26.52 | 46.72 | 43.61 | 41.50 | 56.50 | 69.27 | 33.04 | 20.08 |
| Draw Down(%) | NA | 18.48 | 61.23 | 72.01 | 85.35 | NA | NA | … | … | 18.48 | 20.45 | 61.23 | 58.65 | 33.48 | 77.10 | 28.29 | 35.80 | 14.41 | 20.12 | 16.69 | 26.14 | 13.43 | 45.69 | 44.95 | 27.72 | 42.36 | 77.39 | 20.17 | 3.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.04 | 0.30 | 0.50 | 0.27 | … | … | 0.00 | 0.00 | 0.00 | 0.07 | 0.11 | 0.05 | 0.66 | 0.53 | 0.68 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/05/2025, Common starting date is 11/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPR (Spirit Aerosystems Holdings Inc) |
-38.71%
Oct 2017 – Oct 2020 |
-29.17%
Sep 2018 – Sep 2023 |
-3.84%
Mar 2015 – Mar 2025 |
-3.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPR (Spirit Aerosystems Holdings Inc) |
49.99%
Oct 2012 – Oct 2015 |
45.27%
Jan 2013 – Jan 2018 |
26.01%
Feb 2009 – Feb 2019 |
9.12%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart