Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREX (Trex Company, Inc.) | 13.03% | -29.93% | -10.68% | -16.40% | 13.79% | 17.91% | 13.02% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREX (Trex Company, Inc.) | 04/08/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.23 | -29.93 | -10.68 | -16.40 | 13.79 | 17.91 | 13.02 | … | … | 13.03 | -48.34 | -15.09 | 95.58 | -68.65 | 61.29 | 86.29 | 51.42 | 9.53 | 68.31 | 69.30 | -10.66 | 7.08 | 113.62 | 62.51 | -4.38 | 22.24 | 19.08 | 93.42 | -62.82 | -18.40 | -46.51 | 38.07 | 7.59 | 85.89 | -24.61 | -5.84 | 135.16 |
| Sharpe Ratio | NA | -0.54 | -0.24 | -0.38 | 0.27 | NA | NA | … | … | 1.20 | -0.92 | -0.50 | 2.41 | -1.16 | 1.63 | 1.33 | 0.72 | -0.29 | 1.37 | 0.91 | -0.71 | -0.25 | 2.12 | 1.24 | -0.47 | 0.09 | 0.01 | 0.81 | -1.45 | -0.95 | -1.38 | 0.58 | -0.27 | 1.23 | -0.66 | -0.90 | 4.14 |
| Standard Deviation(%) | NA | 54.08 | 46.48 | 48.26 | 46.67 | NA | NA | … | … | 39.47 | 56.45 | 43.44 | 38.28 | 60.74 | 37.55 | 64.16 | 39.08 | 41.55 | 36.11 | 38.28 | 41.34 | 45.70 | 44.89 | 35.74 | 48.94 | 42.29 | 91.61 | 90.79 | 58.78 | 42.96 | 48.88 | 32.08 | 43.86 | 53.83 | 70.56 | 82.32 | 60.24 |
| Draw Down(%) | NA | 56.01 | 69.90 | 78.58 | 78.58 | NA | NA | … | … | 20.34 | 59.52 | 40.89 | 28.53 | 70.39 | 20.08 | 42.36 | 24.96 | 39.87 | 16.94 | 20.14 | 43.48 | 35.97 | 26.11 | 24.39 | 55.61 | 31.83 | 71.98 | 49.37 | 79.96 | 36.07 | 61.82 | 20.60 | 30.40 | 31.70 | 58.08 | 63.24 | 32.32 |
| 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 | 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 06/05/2026, Common starting date is 04/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREX (Trex Company, Inc.) |
-47.25%
Nov 2004 – Nov 2007 |
-26.83%
Nov 2002 – Nov 2007 |
-8.71%
Jun 2000 – Jun 2010 |
3.57%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREX (Trex Company, Inc.) |
66.95%
Oct 2011 – Oct 2014 |
57.76%
Jan 2016 – Jan 2021 |
48.13%
Sep 2011 – Sep 2021 |
36.34%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart