Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXTA (Axalta Coating Systems Ltd.) | -0.40% | 6.17% | 1.16% | 0.05% | 1.40% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXTA (Axalta Coating Systems Ltd.) | 11/13/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.58 | 6.17 | 1.16 | 0.05 | 1.40 | NA | NA | … | … | -0.40 | -5.26 | 1.18 | 33.37 | -23.10 | 16.01 | -6.09 | 29.25 | -27.63 | 18.97 | 2.06 | 2.42 | 21.02 |
| Sharpe Ratio | NA | 0.11 | -0.07 | -0.09 | -0.01 | NA | NA | … | … | -0.10 | -0.26 | -0.22 | 1.04 | -0.66 | 0.66 | -0.11 | 1.10 | -1.26 | 0.59 | 0.07 | 0.08 | 11.87 |
| Standard Deviation(%) | NA | 30.98 | 29.03 | 30.35 | 32.30 | NA | NA | … | … | 35.60 | 31.85 | 24.64 | 28.33 | 37.41 | 24.31 | 55.40 | 25.65 | 22.92 | 31.44 | 26.88 | 29.16 | 29.43 |
| Draw Down(%) | NA | 28.48 | 38.39 | 38.39 | 63.60 | NA | NA | … | … | 28.48 | 30.64 | 16.81 | 24.19 | 37.17 | 17.21 | 56.21 | 16.07 | 33.82 | 17.44 | 21.01 | 32.66 | 5.21 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTA (Axalta Coating Systems Ltd.) |
-18.75%
Mar 2017 – Mar 2020 |
-8.96%
Mar 2015 – Mar 2020 |
-1.16%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTA (Axalta Coating Systems Ltd.) |
20.60%
Mar 2020 – Mar 2023 |
13.94%
Mar 2020 – Mar 2025 |
3.50%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart