Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUM (Summit Materials Inc) | NA | 37.19% | 15.17% | 17.76% | NA | NA | NA | … | … |
Data as of 02/10/2025, Common starting date is 03/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUM (Summit Materials Inc) | 03/12/2015 | 02/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 37.19 | 15.17 | 17.76 | NA | NA | NA | … | … | 3.74 | 31.57 | 35.47 | -28.07 | 99.90 | -15.98 | 92.74 | -60.56 | 32.68 | 17.54 | -3.48 |
| Sharpe Ratio | NA | 1.09 | 0.31 | 0.28 | NA | NA | NA | … | … | 5.69 | 0.78 | 0.96 | -0.68 | 2.37 | -0.17 | 2.17 | -1.49 | 1.21 | 0.39 | -0.11 |
| Standard Deviation(%) | NA | 30.12 | 35.90 | 54.89 | NA | NA | NA | … | … | 6.66 | 31.98 | 32.88 | 43.16 | 42.21 | 97.12 | 42.09 | 41.58 | 26.62 | 44.24 | 40.58 |
| Draw Down(%) | NA | 20.80 | 37.70 | 64.83 | NA | NA | NA | … | … | 0.21 | 20.80 | 24.61 | 44.08 | 17.02 | 65.51 | 25.11 | 65.83 | 11.35 | 31.04 | 36.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 02/10/2025, Common starting date is 03/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUM (Summit Materials Inc) |
-20.42%
Aug 2017 – Aug 2020 |
-11.23%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUM (Summit Materials Inc) |
47.93%
Dec 2018 – Dec 2021 |
25.83%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart