Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROAD (Construction Partners, Inc.) | -3.95% | 1.84% | 47.73% | 26.13% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROAD (Construction Partners, Inc.) | 05/04/2018 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.56 | 1.84 | 47.73 | 26.13 | NA | NA | NA | … | … | -3.95 | 27.82 | 106.48 | 63.06 | -9.25 | 1.03 | 72.55 | 91.05 | -27.02 | 0.00 | 0.00 | -7.06 | 0.00 | -15.99 | 15.88 | 188.70 | -8.79 | -15.38 | 113.11 | 86.73 | -4.85 | 8.74 | 0.00 | -14.17 |
| Sharpe Ratio | NA | -0.01 | 1.18 | 0.54 | 0.04 | NA | NA | … | … | 0.03 | 0.55 | 2.36 | 1.52 | -0.20 | 0.02 | 1.10 | 1.38 | -1.47 | 0.00 | 0.00 | -3.16 | 0.00 | -2.82 | -0.13 | 3.56 | -0.88 | -0.83 | 2.12 | 1.28 | -0.78 | -0.26 | 0.00 | -0.91 |
| Standard Deviation(%) | NA | 46.73 | 44.51 | 45.30 | 39.78 | NA | NA | … | … | 54.71 | 46.05 | 42.83 | 39.07 | 53.46 | 40.43 | 65.35 | 48.99 | 43.21 | NA | NA | 8.10 | NA | 12.26 | 20.87 | 46.27 | 31.68 | 39.91 | 43.28 | 34.88 | 32.25 | 26.15 | NA | 71.46 |
| Draw Down(%) | NA | 26.55 | 33.62 | 54.54 | 41.43 | NA | NA | … | … | 24.45 | 27.44 | 14.25 | 19.15 | 36.13 | 31.84 | 31.57 | 18.75 | 41.43 | 0.00 | 0.00 | 7.06 | 0.00 | 15.99 | 23.94 | 13.09 | 13.01 | 17.69 | 11.56 | 4.08 | 4.85 | 0.00 | 0.00 | 17.50 |
| 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 | 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 06/10/2026, Common starting date is 05/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROAD (Construction Partners, Inc.) |
11.71%
Jun 2019 – Jun 2022 |
18.97%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROAD (Construction Partners, Inc.) |
71.85%
Jun 2022 – Jun 2025 |
47.48%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart