Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WERN (Werner Enterprises, Inc.) | 45.34% | 62.98% | 1.83% | 0.33% | 7.90% | 6.64% | 7.66% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WERN (Werner Enterprises, Inc.) | 06/20/1986 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.12 | 62.98 | 1.83 | 0.33 | 7.90 | 6.64 | 7.66 | … | … | 45.34 | -14.87 | -14.23 | 6.60 | -14.41 | 22.74 | 9.01 | 39.56 | -22.81 | 44.63 | 16.33 | -24.27 | 27.40 | 15.10 | -2.99 | 10.03 | 24.34 | 23.24 | 15.52 | -1.57 | -10.48 | -12.29 | 16.86 | -9.06 | -11.04 | 43.76 | 21.80 | -20.49 | 34.81 | 13.10 | -10.49 | -14.74 | -22.13 | 34.07 | 57.58 | 69.85 | -20.93 | 11.69 | 24.19 | -17.33 | -2.60 |
| Sharpe Ratio | NA | 1.47 | -0.13 | -0.13 | 0.21 | NA | NA | … | … | 2.74 | -0.48 | -0.69 | 0.12 | -0.53 | 0.94 | 0.23 | 1.51 | -0.74 | 1.74 | 0.51 | -0.81 | 1.58 | 0.80 | -0.13 | 0.30 | 0.86 | 0.55 | 0.26 | -0.17 | -0.49 | -0.55 | 0.60 | -0.28 | -0.24 | 0.75 | 0.32 | -0.51 | 0.55 | 0.27 | -0.29 | -0.55 | -0.66 | 0.78 | 1.56 | 1.56 | -0.68 | 0.18 | 0.52 | -0.46 | -0.20 |
| Standard Deviation(%) | NA | 39.69 | 32.70 | 30.57 | 30.33 | NA | NA | … | … | 45.12 | 37.44 | 25.72 | 24.19 | 30.05 | 24.19 | 38.47 | 25.30 | 32.66 | 25.46 | 31.34 | 29.92 | 17.38 | 18.80 | 23.46 | 33.78 | 28.11 | 42.27 | 55.40 | 28.36 | 28.55 | 26.37 | 26.64 | 35.30 | 50.90 | 56.52 | 55.02 | 47.25 | 56.65 | 34.23 | 48.54 | 33.97 | 38.20 | 40.54 | 35.02 | 42.11 | 38.67 | 31.22 | 36.64 | 46.84 | 43.91 |
| Draw Down(%) | NA | 28.28 | 49.07 | 51.12 | 51.12 | NA | NA | … | … | 28.28 | 38.54 | 18.98 | 26.52 | 23.60 | 13.38 | 25.71 | 13.29 | 31.68 | 14.51 | 23.77 | 31.20 | 11.59 | 9.32 | 19.02 | 23.89 | 17.40 | 29.56 | 35.10 | 21.24 | 19.17 | 27.91 | 15.88 | 35.08 | 41.85 | 32.73 | 45.10 | 43.19 | 35.85 | 26.67 | 40.85 | 30.10 | 34.59 | 24.24 | 21.53 | 18.18 | 52.22 | 18.28 | 25.78 | 51.06 | 26.74 |
| Yield(%) | 0.00 | 2.07 | 1.30 | 1.17 | 3.14 | 3.11 | 4.39 | … | … | 0.91 | 1.58 | 1.00 | 1.35 | 1.08 | 1.19 | 1.24 | 13.32 | 0.87 | 0.97 | 1.03 | 0.71 | 1.22 | 0.89 | 6.95 | 3.04 | 8.96 | 8.24 | 13.54 | 1.04 | 0.85 | 0.67 | 0.60 | 0.47 | 0.43 | 0.65 | 0.73 | 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 |
Data as of 06/04/2026, Common starting date is 06/20/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WERN (Werner Enterprises, Inc.) |
-17.60%
Sep 1987 – Sep 1990 |
-9.78%
May 2020 – May 2025 |
-1.40%
Jan 1999 – Jan 2009 |
-0.83%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WERN (Werner Enterprises, Inc.) |
66.77%
Oct 1990 – Oct 1993 |
28.71%
Sep 1990 – Sep 1995 |
17.10%
May 1988 – May 1998 |
12.63%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart