Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALB-PA (Albemarle Corporation) | 19.20% | 132.81% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/06/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALB-PA (Albemarle Corporation) | 03/06/2024 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.02 | 132.81 | NA | NA | NA | NA | NA | … | … | 19.20 | 60.41 | -19.00 |
| Sharpe Ratio | NA | 2.39 | NA | NA | NA | NA | NA | … | … | 0.79 | 1.12 | -0.61 |
| Standard Deviation(%) | NA | 54.42 | NA | NA | NA | NA | NA | … | … | 57.36 | 51.45 | 42.95 |
| Draw Down(%) | NA | 28.91 | NA | NA | NA | NA | NA | … | … | 28.91 | 39.16 | 37.11 |
| Yield(%) | 0.00 | 11.43 | 5.07 | 3.04 | 1.52 | 1.01 | 0.76 | … | … | 3.02 | 8.91 | 5.01 |
Data as of 06/12/2026, Common starting date is 03/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALB-PA (Albemarle Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALB-PA (Albemarle Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart