Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSD (Simpson Manufacturing Co., Inc.) | 15.23% | 17.07% | 14.83% | 11.78% | 18.02% | 14.96% | 10.18% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSD (Simpson Manufacturing Co., Inc.) | 05/26/1994 | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 17.07 | 14.83 | 11.78 | 18.02 | 14.96 | 10.18 | … | … | 15.23 | -1.95 | -15.74 | 125.36 | -35.62 | 50.18 | 17.53 | 50.83 | -4.40 | 33.52 | 30.40 | 0.44 | -4.65 | 13.29 | -0.25 | 10.69 | 16.71 | -1.42 | 6.05 | -15.00 | -12.13 | 4.79 | 38.72 | 54.59 | 14.83 | 12.35 | 16.57 | 16.86 | 12.38 | 44.84 | 70.37 | 25.58 | -11.34 |
| Sharpe Ratio | NA | 0.67 | 0.45 | 0.30 | 0.52 | NA | NA | … | … | 1.53 | -0.16 | -0.63 | 3.95 | -1.05 | 1.79 | 0.32 | 2.10 | -0.19 | 1.55 | 1.53 | 0.02 | -0.18 | 0.52 | -0.01 | 0.26 | 0.43 | -0.03 | 0.08 | -0.47 | -0.48 | 0.08 | 1.35 | 1.88 | 0.40 | 0.39 | 0.53 | 0.46 | 0.29 | 0.78 | 1.52 | 0.55 | -0.57 |
| Standard Deviation(%) | NA | 29.41 | 30.37 | 31.17 | 32.07 | NA | NA | … | … | 30.79 | 30.13 | 30.60 | 31.19 | 35.35 | 28.03 | 54.04 | 23.45 | 30.33 | 21.32 | 19.68 | 19.66 | 26.33 | 25.34 | 29.67 | 40.81 | 38.57 | 54.34 | 60.73 | 38.62 | 32.52 | 33.10 | 27.99 | 28.71 | 33.92 | 26.13 | 23.44 | 29.07 | 31.00 | 52.54 | 43.54 | 39.04 | 38.24 |
| Draw Down(%) | NA | 20.38 | 34.40 | 44.50 | 44.50 | NA | NA | … | … | 20.38 | 20.67 | 25.34 | 22.80 | 44.50 | 11.80 | 43.52 | 11.55 | 35.76 | 10.21 | 10.29 | 12.91 | 20.92 | 17.71 | 30.87 | 23.56 | 35.38 | 50.11 | 38.02 | 30.91 | 43.96 | 28.96 | 13.53 | 17.51 | 25.62 | 22.31 | 21.23 | 27.93 | 38.97 | 26.27 | 11.46 | 15.73 | 21.78 |
| Yield(%) | 0.00 | 0.73 | 0.90 | 0.98 | 2.45 | 2.97 | 2.06 | … | … | 0.35 | 0.69 | 0.57 | 1.16 | 0.76 | 1.04 | 0.85 | 2.06 | 1.50 | 1.75 | 2.05 | 1.75 | 1.12 | 1.11 | 2.22 | 1.51 | 1.45 | 1.45 | 1.52 | 1.23 | 0.85 | 0.58 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/26/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSD (Simpson Manufacturing Co., Inc.) |
-25.50%
Feb 2006 – Feb 2009 |
-8.74%
Aug 2005 – Aug 2010 |
-0.17%
Jan 2006 – Jan 2016 |
6.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSD (Simpson Manufacturing Co., Inc.) |
61.08%
Mar 1995 – Mar 1998 |
35.31%
May 1995 – May 2000 |
30.37%
Jan 1995 – Jan 2005 |
20.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart