Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| X (United States Steel Corporation) | NA | 48.87% | 41.85% | 47.65% | 10.14% | 2.10% | 2.52% | … | … |
Data as of 06/20/2025, Common starting date is 04/12/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| X (United States Steel Corporation) | 04/12/1991 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 48.87 | 41.85 | 47.65 | 10.14 | 2.10 | 2.52 | … | … | 60.82 | -29.39 | 95.71 | 6.15 | 42.44 | 47.66 | -36.62 | -47.84 | 7.43 | 319.57 | -69.83 | -8.93 | 24.84 | -9.14 | -54.46 | 6.42 | 50.07 | -68.76 | 66.73 | 53.62 | -5.36 | 47.19 | 170.26 | -26.63 | 3.97 | -42.51 | 48.79 | -23.86 | 2.64 | 5.41 | -10.59 | -15.76 | 30.76 | 29.10 | 22.43 |
| Sharpe Ratio | NA | 0.86 | 0.75 | 0.80 | 0.14 | NA | NA | … | … | 3.24 | -0.77 | 1.80 | 0.08 | 0.65 | 0.60 | -0.66 | -1.04 | 0.12 | 4.24 | -1.05 | -0.21 | 0.65 | -0.20 | -0.92 | 0.13 | 0.66 | -0.73 | 1.52 | 1.16 | -0.19 | 1.01 | 4.02 | -0.64 | 0.03 | -1.11 | 1.06 | -0.68 | -0.04 | 0.07 | -0.49 | -0.63 | 0.75 | 0.78 | 0.76 |
| Standard Deviation(%) | NA | 52.91 | 50.16 | 56.54 | 60.99 | NA | NA | … | … | 54.11 | 42.93 | 51.79 | 56.93 | 64.79 | 78.64 | 58.03 | 47.42 | 56.80 | 75.30 | 66.40 | 43.59 | 37.93 | 45.87 | 59.34 | 49.89 | 75.29 | 95.44 | 42.13 | 43.62 | 40.51 | 45.64 | 42.14 | 43.48 | 46.34 | 42.18 | 42.90 | 40.25 | 29.04 | 26.47 | 29.85 | 30.01 | 38.00 | 33.87 | 37.45 |
| Draw Down(%) | NA | 30.51 | 40.54 | 55.66 | 89.15 | NA | NA | … | … | 18.78 | 39.39 | 33.54 | 55.66 | 31.85 | 57.01 | 57.86 | 62.28 | 53.78 | 42.01 | 73.83 | 42.99 | 37.37 | 44.33 | 68.19 | 45.93 | 57.59 | 88.95 | 35.54 | 27.87 | 45.84 | 34.92 | 42.82 | 49.53 | 38.25 | 58.68 | 33.36 | 50.65 | 31.98 | 33.94 | 24.15 | 30.97 | 38.11 | 23.27 | 20.00 |
| Yield(%) | 0.00 | 0.54 | 1.02 | 1.99 | 0.76 | 0.40 | 0.75 | … | … | 0.30 | 0.42 | 0.80 | 0.84 | 0.47 | 0.37 | 1.08 | 0.53 | 0.58 | 2.46 | 0.75 | 0.50 | 0.77 | 0.71 | 0.33 | 0.35 | 1.14 | 0.97 | 1.12 | 1.21 | 0.77 | 0.56 | 1.47 | 1.14 | 3.20 | 3.14 | 4.27 | 3.23 | 3.11 | 3.14 | 2.81 | 2.37 | 3.02 | 3.62 | 2.20 |
Data as of 06/20/2025, Common starting date is 04/12/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| X (United States Steel Corporation) |
-42.34%
Mar 2017 – Mar 2020 |
-36.98%
Jun 2008 – Jun 2013 |
-19.95%
Mar 2010 – Mar 2020 |
-12.38%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| X (United States Steel Corporation) |
84.98%
Mar 2003 – Mar 2006 |
68.25%
Mar 2003 – Mar 2008 |
22.69%
Aug 1998 – Aug 2008 |
14.46%
Jul 1993 – Jul 2008 |
Annualized Rolling Returns Comparison Chart