Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STLD (Steel Dynamics, Inc.) | 63.89% | 107.90% | 43.58% | 35.76% | 29.39% | 23.29% | 17.81% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLD (Steel Dynamics, Inc.) | 01/03/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.17 | 107.90 | 43.58 | 35.76 | 29.39 | 23.29 | 17.81 | … | … | 63.89 | 50.70 | -2.00 | 22.73 | 60.14 | 71.42 | 12.46 | 16.76 | -29.02 | 22.06 | 103.42 | -6.80 | 3.46 | 46.14 | 7.80 | -28.14 | 3.27 | 58.50 | -62.47 | 83.55 | 82.77 | -6.23 | 64.70 | 91.03 | 3.79 | 5.45 | -30.90 |
| Sharpe Ratio | NA | 3.14 | 1.13 | 0.86 | 0.70 | NA | NA | … | … | 4.96 | 1.32 | -0.18 | 0.51 | 1.30 | 1.79 | 0.20 | 0.46 | -0.96 | 0.68 | 3.02 | -0.20 | 0.12 | 1.81 | 0.21 | -0.62 | 0.09 | 0.73 | -0.62 | 1.97 | 1.72 | -0.19 | 1.42 | 2.53 | 0.05 | 0.07 | -0.56 |
| Standard Deviation(%) | NA | 34.37 | 33.82 | 37.94 | 39.24 | NA | NA | … | … | 37.34 | 36.29 | 31.33 | 37.43 | 45.25 | 39.86 | 61.36 | 33.58 | 31.80 | 31.84 | 34.14 | 34.95 | 29.28 | 25.43 | 36.96 | 45.65 | 36.51 | 80.44 | 102.52 | 41.06 | 46.30 | 43.75 | 44.85 | 35.70 | 48.61 | 46.42 | 62.73 |
| Draw Down(%) | NA | 20.33 | 28.66 | 32.20 | 68.46 | NA | NA | … | … | 20.33 | 21.15 | 27.31 | 32.20 | 30.57 | 21.02 | 54.47 | 35.17 | 42.99 | 13.62 | 16.94 | 25.29 | 22.82 | 11.47 | 36.39 | 54.35 | 35.46 | 49.96 | 87.14 | 25.75 | 31.48 | 44.08 | 29.20 | 21.02 | 41.86 | 36.66 | 51.79 |
| Yield(%) | 0.00 | 1.50 | 1.93 | 2.53 | 4.79 | 5.81 | 5.00 | … | … | 0.30 | 1.79 | 1.55 | 1.79 | 2.21 | 2.84 | 2.96 | 3.15 | 1.68 | 1.71 | 3.15 | 2.77 | 2.40 | 3.08 | 2.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLD (Steel Dynamics, Inc.) |
-25.35%
Jun 2008 – Jun 2011 |
-16.76%
Jun 2008 – Jun 2013 |
3.15%
Jun 2008 – Jun 2018 |
7.33%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLD (Steel Dynamics, Inc.) |
81.26%
Jun 2005 – Jun 2008 |
62.99%
Apr 2003 – Apr 2008 |
29.13%
Feb 2016 – Feb 2026 |
22.98%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart