Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLD (TopBuild Corp.) | -11.10% | 23.12% | 24.53% | 13.23% | 29.31% | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 06/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLD (TopBuild Corp.) | 06/17/2015 | 03/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.13 | 23.12 | 24.53 | 13.23 | 29.31 | NA | NA | … | … | -11.10 | 38.73 | -16.81 | 139.16 | -43.28 | 49.89 | 78.58 | 129.07 | -40.59 | 112.75 | 15.70 | 35.25 |
| Sharpe Ratio | NA | 0.53 | 0.55 | 0.27 | 0.66 | NA | NA | … | … | -1.09 | 0.94 | -0.52 | 3.73 | -0.91 | 1.31 | 1.05 | 4.28 | -1.11 | 4.29 | 0.49 | 1.66 |
| Standard Deviation(%) | NA | 40.20 | 38.65 | 40.53 | 42.26 | NA | NA | … | … | 42.85 | 38.69 | 39.47 | 36.74 | 49.27 | 38.08 | 74.42 | 29.79 | 38.01 | 26.28 | 31.54 | 44.76 |
| Draw Down(%) | NA | 33.78 | 42.41 | 49.39 | 52.26 | NA | NA | … | … | 33.78 | 22.23 | 35.51 | 27.63 | 48.60 | 22.46 | 52.26 | 10.69 | 51.38 | 7.13 | 24.34 | 22.05 |
| 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 |
Data as of 03/16/2026, Common starting date is 06/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLD (TopBuild Corp.) |
4.11%
Dec 2021 – Dec 2024 |
15.62%
Dec 2017 – Dec 2022 |
28.86%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLD (TopBuild Corp.) |
83.03%
Dec 2018 – Dec 2021 |
53.52%
Oct 2016 – Oct 2021 |
33.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart