Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TKR (The Timken Company) | 10.38% | -3.05% | 15.91% | 13.50% | 10.64% | 15.08% | 12.86% | 9.04% |
Data as of 07/11/2025, AR inception is 07/01/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKR (The Timken Company) | 07/01/1985 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.38 | -3.05 | 15.91 | 13.50 | 10.64 | 15.08 | 12.86 | 9.04 | 10.38 | -9.48 | 15.36 | 3.91 | -9.03 | 40.35 | 54.69 | -22.18 | 26.77 | 43.20 | -31.06 | 55.48 | 18.89 | 28.53 | -16.07 | 107.52 | 27.30 | -36.78 | 17.28 | -5.24 | 28.36 | 35.55 | 11.76 | 24.56 | 15.96 | -19.37 | 8.28 | -45.09 | 50.27 | 19.61 | 8.51 | 4.83 | 26.89 | 11.58 | 12.43 | -23.87 | -21.83 | 17.84 | 39.31 | -3.89 | -9.09 |
| Sharpe Ratio | NA | -0.17 | 0.39 | 0.36 | 0.26 | NA | NA | 0.19 | 0.48 | -0.55 | 0.35 | 0.07 | -0.28 | 0.64 | 1.83 | -0.73 | 1.04 | 1.35 | -1.20 | 1.38 | 0.70 | 0.70 | -0.34 | 2.74 | 0.46 | -0.51 | 0.48 | -0.22 | 0.80 | 1.16 | 0.34 | 0.53 | 0.43 | -0.59 | 0.13 | -1.20 | 1.73 | 0.72 | 0.24 | 0.08 | 1.47 | 0.35 | 0.27 | -0.87 | -1.05 | 0.41 | 0.79 | -0.36 | -1.14 |
| Standard Deviation(%) | NA | 35.74 | 31.87 | 33.21 | 35.76 | NA | NA | 36.19 | 37.20 | 29.12 | 31.97 | 35.77 | 32.16 | 62.54 | 29.13 | 32.33 | 25.20 | 31.75 | 25.82 | 40.31 | 26.75 | 41.02 | 47.67 | 39.17 | 58.88 | 73.95 | 30.09 | 38.52 | 32.57 | 29.88 | 32.93 | 44.50 | 32.51 | 39.89 | 37.49 | 40.36 | 26.86 | 22.20 | 19.11 | 22.34 | 16.84 | 26.31 | 32.51 | 33.25 | 26.16 | 31.90 | 44.64 | 22.49 | 19.65 |
| Draw Down(%) | NA | 33.91 | 37.61 | 42.05 | 58.26 | NA | NA | 71.59 | 31.28 | 23.34 | 26.65 | 29.99 | 29.19 | 58.26 | 26.05 | 36.42 | 13.34 | 20.21 | 38.29 | 22.71 | 19.56 | 38.48 | 44.22 | 29.14 | 50.35 | 69.38 | 21.81 | 26.01 | 21.16 | 14.46 | 25.03 | 44.12 | 31.34 | 38.48 | 36.57 | 67.22 | 20.51 | 22.89 | 22.66 | 18.91 | 14.39 | 22.50 | 29.71 | 42.86 | 34.41 | 30.59 | 45.17 | 25.00 | 20.71 |
| Yield(%) | 0.00 | 1.67 | 2.50 | 2.80 | 3.32 | 6.03 | 6.11 | 7.40 | 0.99 | 1.71 | 1.87 | 1.78 | 1.58 | 1.98 | 2.97 | 2.16 | 2.61 | 3.67 | 2.41 | 3.07 | 3.66 | 4.50 | 3.07 | 4.27 | 4.24 | 4.21 | 4.42 | 3.69 | 4.69 | 5.08 | 5.16 | 6.19 | 8.79 | 7.07 | 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 07/11/2025, AR inception is 07/01/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKR (The Timken Company) |
-28.67%
Sep 1997 - Sep 2000 |
-12.47%
Sep 1997 - Sep 2002 |
-0.83%
Jul 1989 - Jul 1999 |
0.36%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKR (The Timken Company) |
68.13%
Feb 2009 - Feb 2012 |
42.51%
Feb 2009 - Feb 2014 |
25.15%
Feb 2009 - Feb 2019 |
22.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart