Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTS (Watts Water Technologies, Inc.) | 14.56% | 32.55% | 24.85% | 18.41% | 19.51% | 17.45% | 13.09% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTS (Watts Water Technologies, Inc.) | 01/02/1986 | 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 (%) | 1.49 | 32.55 | 24.85 | 18.41 | 19.51 | 17.45 | 13.09 | … | … | 14.56 | 36.85 | -1.62 | 43.57 | -24.08 | 60.63 | 23.16 | 56.19 | -14.12 | 17.84 | 32.83 | -20.77 | 3.55 | 45.33 | 27.16 | -5.25 | 20.01 | 26.13 | -14.69 | -26.66 | 37.08 | -5.08 | 46.82 | 43.05 | 6.43 | 9.88 | -3.78 | -11.28 | -41.28 | 18.59 | 2.69 | 10.06 | -14.65 | 5.04 | -9.37 | 38.67 | 1.69 | 29.39 | 50.99 | 18.90 | -58.50 |
| Sharpe Ratio | NA | 1.14 | 0.81 | 0.58 | 0.63 | NA | NA | … | … | 1.22 | 1.21 | -0.21 | 1.64 | -0.71 | 2.55 | 0.50 | 2.27 | -0.70 | 0.83 | 1.37 | -0.76 | 0.15 | 2.11 | 1.09 | -0.12 | 0.63 | 0.59 | -0.27 | -0.87 | 0.80 | -0.23 | 1.58 | 1.37 | 0.11 | 0.15 | -0.15 | -0.28 | -1.17 | 0.54 | -0.03 | 0.20 | -0.48 | 0.09 | -0.42 | 1.20 | -0.11 | 1.10 | 1.49 | 0.34 | -0.58 |
| Standard Deviation(%) | NA | 22.51 | 25.65 | 27.78 | 28.26 | NA | NA | … | … | 24.36 | 28.19 | 24.46 | 24.61 | 35.98 | 23.75 | 45.63 | 24.07 | 22.39 | 20.68 | 23.87 | 27.49 | 23.47 | 21.47 | 25.19 | 42.80 | 31.63 | 44.13 | 56.81 | 34.20 | 42.07 | 32.64 | 28.97 | 30.91 | 46.00 | 50.89 | 52.71 | 51.71 | 38.16 | 27.44 | 30.03 | 31.03 | 37.13 | 30.46 | 28.22 | 28.86 | 33.67 | 21.28 | 30.80 | 42.83 | 109.17 |
| Draw Down(%) | NA | 15.45 | 19.54 | 44.08 | 44.08 | NA | NA | … | … | 15.45 | 19.54 | 19.18 | 13.36 | 39.54 | 13.16 | 32.92 | 12.37 | 28.37 | 12.09 | 10.09 | 23.36 | 16.49 | 11.29 | 25.50 | 39.13 | 23.76 | 39.14 | 45.58 | 41.37 | 27.51 | 30.59 | 11.12 | 19.22 | 25.92 | 35.10 | 37.27 | 43.26 | 48.70 | 18.10 | 32.98 | 20.79 | 36.24 | 29.38 | 22.37 | 11.88 | 34.48 | 10.64 | 10.48 | 40.43 | 66.67 |
| Yield(%) | 0.20 | 0.91 | 1.11 | 1.12 | 2.08 | 3.02 | 2.53 | … | … | 0.41 | 0.99 | 0.81 | 0.95 | 0.60 | 0.84 | 0.92 | 1.39 | 1.08 | 1.14 | 1.47 | 1.05 | 0.96 | 1.11 | 1.25 | 1.19 | 1.38 | 1.70 | 1.50 | 1.00 | 1.16 | 1.04 | 1.27 | 1.52 | 1.57 | 1.83 | 1.87 | 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 01/02/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTS (Watts Water Technologies, Inc.) |
-28.44%
Sep 1997 – Sep 2000 |
-16.38%
Sep 1995 – Sep 2000 |
-5.60%
Jul 1990 – Jul 2000 |
-2.53%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTS (Watts Water Technologies, Inc.) |
45.65%
Dec 2018 – Dec 2021 |
31.08%
Feb 2009 – Feb 2014 |
21.50%
Sep 2011 – Sep 2021 |
19.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart