Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSO (Watsco, Inc.) | 11.28% | -14.55% | 5.54% | 8.06% | 13.98% | 16.45% | 13.57% | … | … |
Data as of 06/04/2026, Common starting date is 06/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSO (Watsco, Inc.) | 06/07/1984 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | -14.55 | 5.54 | 8.06 | 13.98 | 16.45 | 13.57 | … | … | 11.28 | -27.02 | 13.22 | 77.00 | -17.74 | 42.09 | 30.57 | 34.99 | -15.54 | 18.36 | 29.97 | 12.06 | 13.78 | 29.98 | 26.27 | 7.77 | 33.60 | 33.29 | 9.23 | -19.93 | -19.83 | 72.31 | 57.14 | 40.36 | 16.19 | 24.22 | 0.50 | -30.97 | -32.15 | -14.50 | 61.54 | 61.28 | 29.13 | 5.10 | 68.82 | 0.00 | -11.11 | 41.18 | 0.00 | -16.39 | 19.61 | -20.31 | 6.67 |
| Sharpe Ratio | NA | -0.57 | 0.12 | 0.17 | 0.45 | NA | NA | … | … | 0.77 | -0.90 | 0.34 | 2.59 | -0.57 | 1.76 | 0.82 | 1.64 | -0.71 | 1.19 | 1.34 | 0.55 | 0.75 | 1.49 | 1.04 | 0.24 | 1.16 | 0.88 | 0.14 | -0.73 | -0.67 | 2.20 | 1.91 | 1.56 | 0.40 | 0.52 | -0.08 | -0.73 | -0.61 | -0.42 | 1.02 | 3.69 | 1.61 | 0.11 | 1.80 | -0.13 | -0.50 | 1.10 | -0.15 | -0.37 | 0.37 | -0.78 | 0.14 |
| Standard Deviation(%) | NA | 31.34 | 30.22 | 30.11 | 27.76 | NA | NA | … | … | 33.40 | 33.39 | 27.87 | 28.60 | 33.47 | 23.85 | 37.00 | 20.46 | 23.88 | 14.98 | 22.17 | 21.92 | 18.29 | 20.15 | 25.50 | 31.88 | 28.92 | 37.91 | 58.11 | 31.72 | 35.01 | 31.78 | 29.38 | 25.35 | 37.48 | 42.55 | 45.95 | 47.17 | 58.70 | 42.86 | 56.07 | 15.51 | 16.15 | 25.78 | 36.55 | 30.65 | 32.94 | 32.04 | 32.18 | 55.61 | 40.99 | 33.07 | 35.41 |
| Draw Down(%) | NA | 33.42 | 41.62 | 41.62 | 41.62 | NA | NA | … | … | 20.01 | 37.78 | 16.68 | 14.90 | 26.44 | 12.77 | 24.30 | 10.29 | 29.53 | 12.91 | 11.88 | 11.87 | 17.92 | 8.76 | 16.18 | 28.58 | 17.15 | 21.77 | 47.04 | 43.19 | 41.10 | 11.70 | 15.96 | 23.62 | 33.03 | 24.77 | 43.30 | 50.79 | 66.20 | 31.32 | 48.41 | 5.26 | 9.56 | 29.63 | 12.50 | 28.21 | 26.44 | 12.50 | 28.79 | 60.50 | 29.41 | 40.96 | 14.52 |
| Yield(%) | 0.00 | 2.76 | 3.28 | 3.52 | 5.88 | 10.33 | 9.16 | … | … | 1.81 | 2.50 | 2.51 | 3.84 | 2.81 | 3.38 | 3.86 | 4.60 | 3.30 | 3.09 | 3.12 | 2.64 | 2.10 | 1.49 | 11.30 | 3.48 | 4.11 | 4.72 | 4.91 | 2.76 | 1.50 | 1.79 | 1.65 | 1.21 | 0.81 | 0.87 | 0.88 | 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 06/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSO (Watsco, Inc.) |
-33.86%
Feb 1997 – Feb 2000 |
-14.94%
Jan 1997 – Jan 2002 |
3.06%
Jun 1998 – Jun 2008 |
2.21%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSO (Watsco, Inc.) |
75.54%
Mar 2003 – Mar 2006 |
45.35%
Mar 2001 – Mar 2006 |
24.15%
Mar 2003 – Mar 2013 |
22.70%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart