Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALL (Ball Corporation) | 3.99% | 0.91% | 2.30% | -6.20% | 5.13% | 8.20% | 10.41% | … | … |
Data as of 06/10/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALL (Ball Corporation) | 03/17/1980 | 06/10/2026 |
| 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.58 | 0.91 | 2.30 | -6.20 | 5.13 | 8.20 | 10.41 | … | … | 3.99 | -2.43 | -2.96 | 14.15 | -45.77 | 3.23 | 45.19 | 41.83 | 22.65 | 1.69 | 3.58 | 7.09 | 32.52 | 16.10 | 25.92 | 5.31 | 31.86 | 24.59 | -7.36 | 3.42 | 10.04 | -9.46 | 47.93 | 16.51 | 44.95 | 53.60 | 17.12 | -13.86 | 29.45 | 34.93 | -5.27 | -11.80 | 4.27 | -13.61 | -6.70 | 41.74 | -19.88 | 20.91 | -21.03 | 0.49 | 14.32 | 37.30 | 44.00 | 9.17 | 70.25 | 25.12 | 25.73 |
| Sharpe Ratio | NA | -0.09 | -0.10 | -0.32 | 0.11 | NA | NA | … | … | -0.04 | -0.20 | -0.28 | 0.33 | -1.12 | 0.14 | 1.13 | 1.80 | 0.97 | 0.07 | 0.15 | 0.29 | 1.94 | 0.96 | 1.54 | 0.20 | 1.61 | 0.85 | -0.18 | 0.01 | 0.27 | -0.55 | 2.31 | 0.64 | 1.14 | 1.70 | 0.35 | -0.48 | 0.65 | 1.21 | -0.39 | -0.56 | 0.05 | -0.64 | -0.39 | 1.49 | -0.96 | 0.65 | -0.92 | -0.08 | 0.27 | 1.41 | 1.59 | 0.12 | 2.15 | 0.57 | 1.05 |
| Standard Deviation(%) | NA | 25.81 | 26.70 | 30.52 | 28.34 | NA | NA | … | … | 28.68 | 26.31 | 23.60 | 31.91 | 42.23 | 22.41 | 39.51 | 22.43 | 21.93 | 16.00 | 23.00 | 24.47 | 16.79 | 16.69 | 16.90 | 26.08 | 19.78 | 28.98 | 46.45 | 23.24 | 24.47 | 21.20 | 20.31 | 24.69 | 38.39 | 30.69 | 37.31 | 35.58 | 39.81 | 25.70 | 22.94 | 28.25 | 24.57 | 24.37 | 23.62 | 25.20 | 26.20 | 23.02 | 28.15 | 49.16 | 36.49 | 22.48 | 23.19 | 23.50 | 28.85 | 25.55 | 24.04 |
| Draw Down(%) | NA | 21.96 | 35.62 | 55.09 | 55.09 | NA | NA | … | … | 21.71 | 21.96 | 21.52 | 28.89 | 50.71 | 15.75 | 33.88 | 21.41 | 15.97 | 12.29 | 12.43 | 21.37 | 7.46 | 13.64 | 11.37 | 25.05 | 12.86 | 14.87 | 49.57 | 20.50 | 22.45 | 22.43 | 13.28 | 26.96 | 34.75 | 18.46 | 37.44 | 38.81 | 36.67 | 13.18 | 26.90 | 31.80 | 18.98 | 29.78 | 27.21 | 15.80 | 23.59 | 19.74 | 25.14 | 40.96 | 23.05 | 16.24 | 15.07 | 16.96 | 9.80 | 15.52 | 12.92 |
| Yield(%) | 0.00 | 1.45 | 1.50 | 0.99 | 0.86 | 1.32 | 1.16 | … | … | 0.75 | 1.47 | 1.40 | 1.54 | 0.86 | 0.78 | 0.94 | 1.23 | 1.04 | 0.48 | 0.36 | 0.38 | 0.51 | 0.56 | 0.55 | 0.18 | 0.19 | 0.23 | 0.22 | 0.23 | 0.25 | 0.23 | 0.15 | 0.11 | 0.06 | 0.08 | 0.09 | 0.08 | 0.11 | 0.15 | 0.13 | 0.12 | 0.13 | 0.98 | 0.20 | 0.27 | 0.21 | 0.25 | 0.18 | 0.15 | 0.16 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALL (Ball Corporation) |
-17.63%
Oct 2020 – Oct 2023 |
-11.37%
Nov 2020 – Nov 2025 |
-5.31%
Aug 1986 – Aug 1996 |
0.93%
Feb 1986 – Feb 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALL (Ball Corporation) |
58.55%
Feb 2000 – Feb 2003 |
46.13%
Feb 2000 – Feb 2005 |
23.43%
Feb 2000 – Feb 2010 |
22.97%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart