Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNT (Vontier Corporation) | -24.16% | -21.16% | -1.82% | -3.28% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNT (Vontier Corporation) | 10/12/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -21.16 | -1.82 | -3.28 | NA | NA | NA | … | … | -24.16 | 2.22 | 5.83 | 79.43 | -36.76 | -7.75 | 19.93 |
| Sharpe Ratio | NA | -0.78 | -0.17 | -0.20 | NA | NA | NA | … | … | -1.43 | -0.02 | 0.08 | 3.08 | -0.98 | -0.31 | 3.96 |
| Standard Deviation(%) | NA | 30.69 | 29.18 | 30.73 | NA | NA | NA | … | … | 34.95 | 31.55 | 27.76 | 24.85 | 38.99 | 24.87 | 31.91 |
| Draw Down(%) | NA | 36.28 | 38.38 | 54.44 | NA | NA | NA | … | … | 34.67 | 30.41 | 29.47 | 11.43 | 45.88 | 21.31 | 8.54 |
| Yield(%) | 0.11 | 0.36 | 0.34 | 0.30 | 0.19 | 0.13 | 0.10 | … | … | 0.15 | 0.28 | 0.29 | 0.51 | 0.33 | 0.23 | 0.00 |
Data as of 06/05/2026, Common starting date 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) |
-1.18%
May 2023 – May 2026 |
-3.81%
May 2021 – May 2026 |
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) |
36.39%
Sep 2022 – Sep 2025 |
5.80%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart