Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAB (Westinghouse Air Brake Technologies Corporation) | 23.29% | 29.36% | 40.00% | 26.66% | 13.57% | 15.69% | 15.15% | … | … |
Data as of 06/04/2026, Common starting date is 06/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAB (Westinghouse Air Brake Technologies Corporation) | 06/16/1995 | 06/04/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 29.36 | 40.00 | 26.66 | 13.57 | 15.69 | 15.15 | … | … | 23.29 | 13.15 | 50.14 | 27.96 | 9.07 | 26.53 | -5.24 | 11.47 | -13.26 | -1.20 | 17.30 | -17.89 | 17.28 | 70.56 | 26.20 | 32.94 | 29.99 | 3.21 | 15.86 | 13.88 | 13.52 | 27.09 | 26.28 | 22.84 | 15.51 | 5.98 | -32.86 | -27.37 | -4.63 | 102.97 | 18.82 | -29.17 |
| Sharpe Ratio | NA | 1.18 | 1.56 | 0.93 | 0.38 | NA | NA | … | … | 2.39 | 0.36 | 2.29 | 1.16 | 0.24 | 0.98 | -0.10 | 0.29 | -0.46 | -0.08 | 0.63 | -0.71 | 0.78 | 3.98 | 1.10 | 0.84 | 1.06 | 0.06 | 0.23 | 0.34 | 0.24 | 0.74 | 0.84 | 0.74 | 0.38 | 0.08 | -0.65 | -0.65 | -0.24 | 2.73 | 0.44 | -0.92 |
| Standard Deviation(%) | NA | 23.33 | 24.17 | 25.74 | 31.51 | NA | NA | … | … | 26.01 | 28.68 | 20.33 | 21.13 | 32.35 | 27.04 | 55.51 | 34.07 | 31.87 | 23.47 | 27.31 | 25.07 | 22.17 | 17.70 | 23.96 | 39.31 | 28.11 | 50.82 | 65.19 | 31.33 | 43.01 | 33.39 | 30.20 | 29.72 | 37.77 | 42.30 | 57.21 | 46.95 | 33.77 | 36.15 | 34.26 | 55.44 |
| Draw Down(%) | NA | 13.29 | 23.55 | 23.55 | 64.08 | NA | NA | … | … | 10.85 | 23.55 | 11.99 | 17.03 | 18.95 | 13.78 | 49.62 | 19.95 | 42.04 | 24.41 | 23.12 | 32.59 | 16.21 | 11.39 | 14.59 | 29.73 | 23.18 | 41.61 | 49.72 | 20.60 | 36.36 | 21.26 | 20.74 | 26.34 | 23.99 | 27.11 | 52.70 | 36.39 | 41.68 | 21.52 | 27.43 | 54.30 |
| Yield(%) | 0.00 | 0.55 | 0.95 | 0.95 | 0.82 | 1.61 | 2.34 | … | … | 0.29 | 0.53 | 0.64 | 0.68 | 0.65 | 0.66 | 0.59 | 0.68 | 0.58 | 0.67 | 0.51 | 0.32 | 0.27 | 0.63 | 0.92 | 0.60 | 0.38 | 0.40 | 0.48 | 0.53 | 0.59 | 0.77 | 0.94 | 1.13 | 1.30 | 1.42 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAB (Westinghouse Air Brake Technologies Corporation) |
-26.51%
Nov 1997 – Nov 2000 |
-16.32%
Mar 1998 – Mar 2003 |
3.03%
Jun 1999 – Jun 2009 |
6.66%
Jul 1995 – Jul 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAB (Westinghouse Air Brake Technologies Corporation) |
46.10%
Sep 2011 – Sep 2014 |
43.52%
Feb 2009 – Feb 2014 |
27.66%
Mar 2004 – Mar 2014 |
23.01%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart