Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEX (Terex Corporation) | 17.71% | 38.76% | 8.42% | 4.76% | 12.72% | 6.95% | 2.40% | … | … |
Data as of 06/04/2026, Common starting date is 03/19/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEX (Terex Corporation) | 03/19/1980 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.92 | 38.76 | 8.42 | 4.76 | 12.72 | 6.95 | 2.40 | … | … | 17.71 | 17.25 | -18.59 | 36.10 | -1.44 | 27.22 | 17.82 | 9.67 | -42.22 | 54.26 | 72.73 | -33.03 | -33.23 | 49.58 | 108.07 | -56.48 | 56.69 | 14.38 | -73.59 | 1.53 | 117.44 | 24.66 | 67.31 | 155.66 | -36.49 | 8.36 | -41.67 | -2.84 | 21.54 | 132.10 | 113.16 | -32.14 | 1.82 | -32.10 | -22.12 | 40.54 | -57.95 | 72.55 | 6.25 | 128.57 | 23.53 | 54.55 | 0.00 | 0.00 | 10.00 | -44.44 | -52.63 |
| Sharpe Ratio | NA | 0.55 | 0.10 | 0.02 | 0.23 | NA | NA | … | … | 0.42 | 0.30 | -0.56 | 0.77 | -0.07 | 0.64 | 0.25 | 0.22 | -1.08 | 1.78 | 1.33 | -0.68 | -0.90 | 1.29 | 1.78 | -0.86 | 1.15 | 0.16 | -0.81 | -0.04 | 2.67 | 0.66 | 1.67 | 3.52 | -0.63 | 0.14 | -0.72 | -0.16 | 0.36 | 2.85 | 2.11 | -0.70 | -0.02 | -0.57 | -0.39 | 0.55 | -0.90 | 1.91 | 0.03 | 2.76 | 0.32 | 0.72 | 0.00 | 0.00 | 0.14 | -1.42 | -0.98 |
| Standard Deviation(%) | NA | 47.00 | 44.41 | 44.05 | 45.13 | NA | NA | … | … | 51.25 | 47.92 | 39.57 | 42.50 | 44.06 | 42.44 | 71.28 | 36.60 | 40.35 | 30.22 | 54.68 | 48.36 | 36.88 | 38.33 | 61.26 | 65.40 | 49.30 | 88.44 | 91.44 | 43.70 | 43.01 | 34.17 | 39.69 | 43.97 | 59.60 | 43.99 | 64.16 | 40.07 | 50.90 | 44.72 | 51.28 | 51.88 | 57.15 | 59.86 | 62.17 | 65.82 | 70.27 | 34.80 | 52.88 | 44.85 | 58.86 | 67.88 | NA | NA | 15.55 | 38.65 | 70.66 |
| Draw Down(%) | NA | 28.29 | 51.25 | 51.25 | 74.15 | NA | NA | … | … | 20.86 | 33.95 | 32.08 | 32.80 | 41.08 | 27.61 | 58.43 | 34.47 | 48.02 | 10.71 | 23.72 | 41.36 | 42.32 | 29.05 | 46.57 | 74.91 | 38.63 | 63.00 | 87.53 | 39.90 | 23.94 | 25.40 | 27.50 | 19.99 | 60.73 | 34.52 | 59.39 | 30.92 | 55.29 | 23.77 | 26.03 | 50.00 | 53.85 | 44.57 | 60.81 | 55.71 | 76.80 | 17.00 | 29.41 | 23.40 | 44.44 | 27.27 | 0.00 | 0.00 | 8.33 | 54.55 | 57.89 |
| Yield(%) | 0.00 | 1.49 | 1.32 | 1.11 | 2.20 | 1.33 | 0.58 | … | … | 0.31 | 1.53 | 1.18 | 1.53 | 1.17 | 1.39 | 0.40 | 1.60 | 0.82 | 1.00 | 1.51 | 0.84 | 0.49 | 0.17 | 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 | 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 06/04/2026, Common starting date is 03/19/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEX (Terex Corporation) |
-39.14%
Feb 2006 – Feb 2009 |
-27.80%
May 2007 – May 2012 |
-8.77%
May 2007 – May 2017 |
-6.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEX (Terex Corporation) |
92.43%
Apr 1985 – Apr 1988 |
71.88%
Apr 1985 – Apr 1990 |
32.14%
Feb 1996 – Feb 2006 |
21.62%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart