Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAT (Waters Corporation) | -0.88% | 6.60% | 13.20% | 3.35% | 10.49% | 9.80% | 11.51% | … | … |
Data as of 06/04/2026, Common starting date is 11/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAT (Waters Corporation) | 11/17/1995 | 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 (%) | 2.67 | 6.60 | 13.20 | 3.35 | 10.49 | 9.80 | 11.51 | … | … | -0.88 | 4.06 | 13.78 | -3.90 | -8.06 | 50.59 | 5.89 | 23.85 | -2.35 | 43.75 | -0.14 | 19.39 | 12.72 | 14.78 | 17.65 | -4.71 | 25.42 | 69.06 | -53.65 | 61.47 | 29.55 | -19.21 | 41.10 | 52.25 | -43.79 | -53.59 | 215.09 | 21.49 | 128.85 | 25.51 | 66.44 | 20.66 |
| Sharpe Ratio | NA | 0.13 | 0.29 | 0.03 | 0.30 | NA | NA | … | … | 0.00 | 0.03 | 0.22 | -0.27 | -0.28 | 2.18 | 0.14 | 0.02 | -1.01 | 1.46 | -1.43 | 0.04 | -0.26 | -0.20 | -0.04 | -0.65 | 0.27 | 1.42 | -1.39 | 1.77 | 0.28 | -1.17 | 0.96 | 1.12 | -1.18 | -1.03 | 1.85 | 1.18 | 4.45 | -0.56 | 1.66 | 8.66 |
| Standard Deviation(%) | NA | 39.28 | 35.54 | 33.43 | 30.73 | NA | NA | … | … | 45.71 | 36.78 | 33.62 | 30.02 | 33.69 | 23.19 | 39.90 | 27.73 | 23.69 | 16.87 | 23.85 | 19.85 | 22.70 | 18.84 | 23.10 | 35.96 | 25.40 | 35.60 | 52.34 | 22.34 | 25.76 | 34.49 | 22.46 | 29.42 | 53.99 | 73.77 | 79.25 | 39.47 | 36.46 | 37.86 | 40.90 | 45.51 |
| Draw Down(%) | NA | 31.32 | 33.45 | 44.27 | 44.27 | NA | NA | … | … | 29.27 | 33.45 | 21.86 | 32.33 | 27.66 | 22.75 | 33.48 | 21.16 | 20.65 | 7.38 | 17.37 | 15.58 | 17.28 | 11.58 | 20.60 | 28.07 | 17.24 | 26.36 | 56.95 | 8.05 | 13.96 | 32.64 | 19.82 | 16.44 | 53.79 | 72.87 | 30.64 | 35.07 | 20.77 | 24.29 | 20.45 | 9.09 |
| 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 | 0.00 | 0.00 | 3.68 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAT (Waters Corporation) |
-32.45%
Sep 2000 – Sep 2003 |
-14.66%
Dec 2000 – Dec 2005 |
-2.70%
Aug 2000 – Aug 2010 |
1.91%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAT (Waters Corporation) |
112.19%
Aug 1997 – Aug 2000 |
79.68%
Dec 1995 – Dec 2000 |
24.11%
Mar 1997 – Mar 2007 |
20.99%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart