Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWD (Woodward, Inc.) | 19.40% | 54.27% | 49.77% | 23.96% | 20.69% | 18.49% | 18.11% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWD (Woodward, Inc.) | 04/04/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 54.27 | 49.77 | 23.96 | 20.69 | 18.49 | 18.11 | … | … | 19.40 | 82.58 | 23.01 | 41.97 | -11.09 | -9.44 | 3.19 | 60.41 | -2.22 | 11.63 | 40.40 | 1.71 | 8.67 | 20.60 | -6.05 | 9.85 | 46.95 | 13.24 | -31.82 | 72.51 | 40.18 | 21.84 | 28.00 | 33.78 | -23.97 | 32.21 | 68.13 | 24.29 | -31.63 | -1.94 | 76.88 | 13.07 | -23.26 |
| Sharpe Ratio | NA | 1.71 | 1.44 | 0.65 | 0.54 | NA | NA | … | … | 1.01 | 2.41 | 0.64 | 1.35 | -0.38 | -0.32 | 0.04 | 2.25 | -0.11 | 0.58 | 1.68 | 0.06 | 0.32 | 0.92 | -0.21 | 0.19 | 1.22 | 0.17 | -0.42 | 1.88 | 1.15 | 0.57 | 0.83 | 0.93 | -0.68 | 0.59 | 1.70 | 0.61 | -1.03 | -0.16 | 2.23 | 0.48 | -2.13 |
| Standard Deviation(%) | NA | 34.22 | 31.63 | 31.85 | 35.36 | NA | NA | … | … | 40.76 | 33.23 | 30.48 | 28.58 | 32.75 | 29.27 | 68.74 | 26.19 | 31.55 | 18.93 | 23.97 | 27.30 | 26.83 | 22.44 | 29.19 | 51.10 | 38.56 | 76.31 | 77.49 | 37.11 | 32.01 | 34.26 | 32.63 | 35.49 | 36.92 | 51.59 | 37.55 | 34.32 | 33.91 | 34.08 | 32.57 | 19.05 | 15.60 |
| Draw Down(%) | NA | 15.16 | 19.31 | 37.25 | 60.61 | NA | NA | … | … | 15.16 | 19.31 | 18.96 | 19.04 | 37.25 | 20.66 | 60.61 | 13.30 | 18.26 | 9.07 | 14.57 | 28.93 | 14.06 | 15.27 | 29.68 | 33.44 | 29.04 | 67.36 | 64.43 | 14.50 | 24.46 | 18.09 | 25.68 | 24.02 | 51.20 | 47.79 | 20.72 | 15.50 | 38.64 | 28.86 | 12.24 | 12.86 | 28.00 |
| Yield(%) | 0.00 | 0.51 | 0.98 | 0.74 | 1.30 | 1.98 | 3.50 | … | … | 0.21 | 0.65 | 0.74 | 0.90 | 0.69 | 0.55 | 0.43 | 0.88 | 0.74 | 0.72 | 1.11 | 0.82 | 0.71 | 0.80 | 0.76 | 0.72 | 0.91 | 1.00 | 0.63 | 1.12 | 1.37 | 1.54 | 1.72 | 2.18 | 1.53 | 2.20 | 3.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/04/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWD (Woodward, Inc.) |
-13.59%
Jan 1997 – Jan 2000 |
-2.74%
Aug 2008 – Aug 2013 |
6.58%
Aug 2008 – Aug 2018 |
7.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWD (Woodward, Inc.) |
58.41%
Feb 2023 – Feb 2026 |
47.02%
Jul 2003 – Jul 2008 |
30.09%
Aug 1998 – Aug 2008 |
20.34%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart