Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNT (Vontier Corporation) | 3.55% | -8.63% | 20.17% | NA | NA | NA | NA | 8.30% |
Data as of 07/16/2025, AR inception is 10/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNT (Vontier Corporation) | 10/12/2020 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | -8.63 | 20.17 | NA | NA | NA | NA | 8.30 | 3.55 | 5.83 | 79.43 | -36.76 | -7.75 | 19.93 |
| Sharpe Ratio | NA | -0.20 | 0.57 | NA | NA | NA | NA | 0.17 | 0.20 | 0.08 | 3.08 | -0.98 | -0.31 | 3.96 |
| Standard Deviation(%) | NA | 32.93 | 30.57 | NA | NA | NA | NA | 30.38 | 34.41 | 27.76 | 24.85 | 38.99 | 24.87 | 31.91 |
| Draw Down(%) | NA | 32.11 | 38.01 | NA | NA | NA | NA | 54.44 | 30.41 | 29.47 | 11.43 | 45.88 | 21.31 | 8.54 |
| Yield(%) | 0.00 | 0.24 | 0.46 | 0.31 | 0.15 | 0.10 | 0.08 | 0.38 | 0.14 | 0.29 | 0.51 | 0.33 | 0.23 | 0.00 |
Data as of 07/16/2025, AR inception is 10/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNT (Vontier Corporation) |
-0.84%
Aug 2021 - Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNT (Vontier Corporation) |
17.51%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart