Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WST (West Pharmaceutical Services, Inc.) | 15.52% | 50.58% | -2.33% | -0.73% | 15.89% | 21.06% | 18.65% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WST (West Pharmaceutical Services, 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 (%) | -1.39 | 50.58 | -2.33 | -0.73 | 15.89 | 21.06 | 18.65 | … | … | 15.52 | -15.73 | -6.75 | 49.97 | -49.70 | 65.88 | 89.05 | 54.13 | -0.08 | 17.02 | 41.87 | 14.03 | 9.52 | 86.25 | 54.00 | -1.61 | 12.61 | 11.21 | -1.85 | -17.01 | 117.06 | 7.21 | -0.75 | 142.73 | 61.66 | 79.79 | 28.86 | -13.31 | 19.96 | 5.31 | 20.21 | -14.55 | 12.24 | 8.89 | 20.81 | 52.04 | -35.53 | 26.67 | -10.45 | 18.58 | 9.18 | 46.81 | -32.21 | 34.19 | 1.97 | 75.72 | 73.00 |
| Sharpe Ratio | NA | 1.29 | -0.11 | -0.09 | 0.41 | NA | NA | … | … | 1.21 | -0.30 | -0.26 | 1.63 | -1.20 | 2.74 | 2.26 | 2.42 | -0.05 | 0.75 | 1.84 | 0.64 | 0.42 | 4.68 | 2.49 | -0.06 | 0.52 | 0.37 | -0.07 | -0.62 | 3.69 | 0.16 | -0.02 | 3.50 | 1.54 | 2.18 | 0.60 | -1.05 | 0.81 | 0.10 | 0.79 | -1.16 | 0.55 | 0.41 | 0.92 | 2.00 | -1.64 | 0.85 | -0.46 | 0.39 | 0.26 | 1.90 | -1.18 | 0.86 | -0.13 | 2.15 | 2.09 |
| Standard Deviation(%) | NA | 39.76 | 46.17 | 42.45 | 35.67 | NA | NA | … | … | 38.08 | 62.47 | 39.17 | 28.78 | 42.70 | 23.99 | 39.15 | 21.78 | 26.75 | 21.82 | 22.64 | 21.91 | 22.51 | 18.44 | 21.87 | 27.17 | 24.19 | 29.99 | 42.88 | 32.58 | 30.99 | 31.81 | 74.63 | 40.53 | 39.39 | 36.24 | 40.73 | 15.92 | 20.24 | 17.10 | 20.90 | 15.94 | 16.59 | 16.52 | 19.68 | 23.98 | 24.95 | 24.51 | 33.12 | 36.71 | 18.40 | 21.75 | 33.09 | 32.13 | 44.97 | 30.11 | 43.77 |
| Draw Down(%) | NA | 24.70 | 53.79 | 59.29 | 59.29 | NA | NA | … | … | 17.69 | 45.23 | 32.86 | 22.82 | 55.30 | 16.29 | 26.21 | 8.28 | 24.89 | 14.87 | 15.87 | 12.68 | 22.51 | 6.49 | 7.86 | 23.53 | 24.50 | 24.87 | 38.83 | 29.18 | 15.26 | 21.20 | 50.41 | 24.44 | 39.77 | 15.82 | 28.47 | 23.29 | 20.42 | 16.99 | 21.67 | 25.71 | 17.48 | 18.04 | 15.18 | 11.21 | 45.62 | 22.65 | 29.50 | 42.29 | 28.47 | 16.20 | 39.11 | 21.46 | 33.55 | 26.25 | 15.91 |
| Yield(%) | 0.00 | 0.41 | 0.24 | 0.24 | 0.92 | 3.46 | 5.09 | … | … | 0.16 | 0.26 | 0.23 | 0.33 | 0.16 | 0.24 | 0.43 | 0.63 | 0.57 | 0.63 | 0.85 | 0.86 | 0.84 | 4.49 | 7.65 | 6.59 | 6.59 | 6.40 | 5.65 | 4.15 | 7.58 | 7.11 | 32.16 | 52.58 | 46.26 | 47.67 | 36.50 | 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 |
|---|---|---|---|---|
| WST (West Pharmaceutical Services, Inc.) |
-18.11%
Mar 2022 – Mar 2025 |
-4.81%
Jan 2021 – Jan 2026 |
3.38%
Apr 1987 – Apr 1997 |
3.73%
Aug 1983 – Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WST (West Pharmaceutical Services, Inc.) |
99.78%
Mar 2001 – Mar 2004 |
64.67%
Jun 2000 – Jun 2005 |
39.90%
Dec 2011 – Dec 2021 |
34.34%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart