Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMI (Valmont Industries, Inc.) | 17.39% | 30.67% | 13.36% | 24.51% | 13.25% | 11.99% | 15.27% | 11.90% |
Data as of 07/23/2025, AR inception is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMI (Valmont Industries, Inc.) | 03/26/1990 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.59 | 30.67 | 13.36 | 24.51 | 13.25 | 11.99 | 15.27 | 11.90 | 17.39 | 32.51 | -28.75 | 33.13 | 44.43 | 18.62 | 36.51 | -32.34 | 17.66 | 34.41 | -15.39 | -13.99 | 9.93 | 51.45 | 3.12 | 14.03 | 28.91 | -30.72 | 61.49 | 67.12 | 34.89 | 10.07 | 21.12 | 36.15 | -19.91 | 16.01 | 17.73 | -27.76 | -4.40 | 68.54 | 47.55 | -13.40 | 11.43 | 68.94 | -3.56 | -44.16 |
| Sharpe Ratio | NA | 0.43 | 0.36 | 0.70 | 0.34 | NA | NA | 0.25 | 0.39 | 0.94 | -0.95 | 1.07 | 1.51 | 0.39 | 1.59 | -1.29 | 0.89 | 1.29 | -0.65 | -0.68 | 0.48 | 2.08 | 0.08 | 0.45 | 0.54 | -0.44 | 1.39 | 1.53 | 1.06 | 0.32 | 0.60 | 0.76 | -0.44 | 0.25 | 0.33 | -0.70 | -0.27 | 2.36 | 1.54 | -0.41 | 0.19 | 1.34 | -0.13 | -1.24 |
| Standard Deviation(%) | NA | 37.03 | 33.75 | 32.23 | 30.99 | NA | NA | 38.71 | 41.55 | 30.79 | 34.37 | 29.87 | 29.46 | 46.76 | 22.06 | 26.18 | 19.26 | 26.42 | 23.88 | 20.71 | 20.49 | 25.00 | 39.49 | 31.19 | 53.68 | 72.21 | 42.26 | 41.83 | 30.87 | 28.17 | 34.24 | 46.16 | 51.01 | 47.50 | 44.11 | 44.74 | 29.76 | 27.17 | 28.24 | 40.11 | 47.88 | 49.07 | 56.78 | 47.22 |
| Draw Down(%) | NA | 29.85 | 45.16 | 45.16 | 48.87 | NA | NA | 67.92 | 29.85 | 13.85 | 43.80 | 17.61 | 15.91 | 44.08 | 18.60 | 38.61 | 11.34 | 14.03 | 26.22 | 22.79 | 19.31 | 15.03 | 32.25 | 23.43 | 42.50 | 67.92 | 21.73 | 27.81 | 18.84 | 15.63 | 20.72 | 28.77 | 34.61 | 26.21 | 26.06 | 49.72 | 19.76 | 16.79 | 9.83 | 29.69 | 38.86 | 22.81 | 43.73 | 60.87 |
| Yield(%) | 0.00 | 0.93 | 0.96 | 1.80 | 1.66 | 2.12 | 5.28 | 4.16 | 0.45 | 1.02 | 0.74 | 0.88 | 1.15 | 1.21 | 1.36 | 0.90 | 1.05 | 1.42 | 1.18 | 0.93 | 0.70 | 0.93 | 0.79 | 0.81 | 0.90 | 0.56 | 0.76 | 1.09 | 1.39 | 1.37 | 1.59 | 1.95 | 1.53 | 1.56 | 1.82 | 1.19 | 0.68 | 1.52 | 1.83 | 1.50 | 1.66 | 2.36 | 2.31 | 0.62 |
Data as of 07/23/2025, AR inception is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMI (Valmont Industries, Inc.) |
-11.28%
Mar 2017 - Mar 2020 |
-5.45%
Dec 1996 - Dec 2001 |
3.26%
May 2008 - May 2018 |
6.34%
Apr 1990 - Apr 2005 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMI (Valmont Industries, Inc.) |
69.94%
May 2005 - May 2008 |
43.36%
May 2003 - May 2008 |
24.41%
Feb 2003 - Feb 2013 |
20.57%
May 1993 - May 2008 |
Annualized Rolling Returns Comparison Chart