Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XYL (Xylem Inc.) | -18.18% | -11.58% | 2.63% | -0.30% | 10.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYL (Xylem Inc.) | 10/13/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -11.58 | 2.63 | -0.30 | 10.47 | NA | NA | … | … | -18.18 | 18.78 | 2.57 | 4.77 | -6.60 | 18.93 | 30.89 | 19.59 | -1.02 | 38.11 | 37.58 | -2.58 | 11.55 | 29.85 | 7.20 | 6.39 |
| Sharpe Ratio | NA | -0.59 | 0.07 | -0.11 | 0.33 | NA | NA | … | … | -1.47 | 0.67 | -0.05 | 0.05 | -0.23 | 0.87 | 0.66 | 0.79 | -0.09 | 2.29 | 1.94 | -0.13 | 0.47 | 1.17 | 0.30 | 1.05 |
| Standard Deviation(%) | NA | 24.13 | 23.27 | 26.09 | 27.30 | NA | NA | … | … | 29.04 | 23.83 | 21.62 | 23.42 | 35.29 | 21.72 | 46.08 | 22.83 | 26.05 | 16.42 | 19.30 | 20.86 | 24.61 | 25.42 | 23.89 | 31.84 |
| Draw Down(%) | NA | 30.04 | 30.04 | 46.69 | 46.69 | NA | NA | … | … | 26.98 | 21.86 | 19.86 | 24.22 | 38.78 | 17.19 | 36.26 | 12.73 | 24.79 | 6.73 | 10.76 | 19.39 | 19.51 | 17.22 | 19.05 | 15.43 |
| Yield(%) | 0.39 | 1.31 | 1.43 | 1.17 | 2.50 | 3.78 | 2.84 | … | … | 0.63 | 1.38 | 1.27 | 1.19 | 1.03 | 1.12 | 1.30 | 1.44 | 1.23 | 1.45 | 1.72 | 1.48 | 1.50 | 1.69 | 1.61 | 0.42 |
Data as of 06/04/2026, Common starting date is 10/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYL (Xylem Inc.) |
-1.12%
Oct 2021 – Oct 2024 |
-0.22%
May 2021 – May 2026 |
10.66%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYL (Xylem Inc.) |
35.78%
Sep 2015 – Sep 2018 |
26.69%
Jul 2013 – Jul 2018 |
19.11%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart