Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOR (Worthington Enterprises, Inc.) | 12.36% | -1.88% | 18.73% | 8.82% | 11.20% | 13.11% | 11.50% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOR (Worthington Enterprises, Inc.) | 03/17/1980 | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.52 | -1.88 | 18.73 | 8.82 | 11.20 | 13.11 | 11.50 | … | … | 12.36 | 33.58 | -29.34 | 91.63 | -6.90 | 8.43 | 25.21 | 24.08 | -19.30 | -5.09 | 60.41 | 3.01 | -27.29 | 63.21 | 64.44 | -8.61 | 44.37 | 23.85 | -35.73 | 4.37 | -4.19 | 1.73 | 12.26 | 23.63 | 11.64 | 85.66 | -48.33 | 32.50 | -24.24 | -8.97 | -12.91 | 4.06 | -2.44 | 35.16 | -2.67 | 53.28 | -0.54 | 1.10 | 34.81 | 2.27 | -25.00 | -4.35 | -18.94 | 20.74 | 6.82 | 11.39 | 43.64 |
| Sharpe Ratio | NA | -0.19 | 0.42 | 0.16 | 0.25 | NA | NA | … | … | 0.84 | 0.82 | -0.94 | 2.41 | -0.18 | 0.23 | 0.37 | 0.72 | -0.67 | -0.21 | 1.67 | 0.07 | -0.95 | 2.43 | 1.96 | -0.18 | 1.03 | 0.36 | -0.48 | 0.03 | -0.20 | -0.02 | 0.41 | 0.74 | 0.26 | 1.89 | -1.08 | 0.58 | -0.68 | -0.44 | -0.57 | 0.00 | -0.16 | 1.14 | -0.19 | 1.84 | -0.26 | -0.27 | 1.19 | -0.05 | -0.61 | -0.21 | -1.09 | 0.34 | -0.03 | 0.03 | 1.53 |
| Standard Deviation(%) | NA | 29.22 | 35.64 | 38.12 | 39.96 | NA | NA | … | … | 30.07 | 38.06 | 35.15 | 36.92 | 47.19 | 36.63 | 67.51 | 31.32 | 30.94 | 27.30 | 36.09 | 44.04 | 28.85 | 25.96 | 33.10 | 47.47 | 42.82 | 66.44 | 75.55 | 36.04 | 38.94 | 28.31 | 27.28 | 31.05 | 40.71 | 45.02 | 48.44 | 50.13 | 40.75 | 28.32 | 29.00 | 31.66 | 35.11 | 28.89 | 27.11 | 26.67 | 23.09 | 18.22 | 24.99 | 39.37 | 47.83 | 46.79 | 23.71 | 41.95 | 30.65 | 25.30 | 32.54 |
| Draw Down(%) | NA | 29.83 | 42.42 | 42.74 | 64.38 | NA | NA | … | … | 20.49 | 21.85 | 42.42 | 22.60 | 37.84 | 33.83 | 50.92 | 18.50 | 29.84 | 24.76 | 23.64 | 28.68 | 31.47 | 11.91 | 19.59 | 43.19 | 30.95 | 40.22 | 63.00 | 30.31 | 22.74 | 26.55 | 14.81 | 24.54 | 22.83 | 29.47 | 59.81 | 21.65 | 41.18 | 28.15 | 18.64 | 28.11 | 17.74 | 22.09 | 28.44 | 16.85 | 23.62 | 14.06 | 15.74 | 41.18 | 45.87 | 42.06 | 35.68 | 26.12 | 43.18 | 24.75 | 20.83 |
| Yield(%) | 0.00 | 1.24 | 1.43 | 1.45 | 2.40 | 4.12 | 4.41 | … | … | 0.37 | 1.85 | 1.16 | 2.56 | 2.14 | 2.13 | 2.35 | 2.71 | 1.93 | 2.19 | 2.63 | 2.48 | 1.59 | 1.12 | 4.39 | 2.31 | 2.93 | 4.12 | 3.82 | 3.96 | 3.40 | 3.59 | 3.58 | 4.13 | 4.57 | 7.82 | 3.97 | 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 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOR (Worthington Enterprises, Inc.) |
-22.32%
Feb 2006 – Feb 2009 |
-16.28%
Dec 1995 – Dec 2000 |
-2.71%
Mar 1993 – Mar 2003 |
-3.20%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOR (Worthington Enterprises, Inc.) |
41.57%
Sep 2011 – Sep 2014 |
41.05%
Feb 2009 – Feb 2014 |
19.86%
Feb 2009 – Feb 2019 |
21.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart