Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHI (D.R. Horton, Inc.) | 5.51% | 24.60% | 10.95% | 11.89% | 18.20% | 20.52% | 11.19% | … | … |
Data as of 06/09/2026, Common starting date is 06/05/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHI (D.R. Horton, Inc.) | 06/05/1992 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | 24.60 | 10.95 | 11.89 | 18.20 | 20.52 | 11.19 | … | … | 5.51 | 4.24 | -7.24 | 72.07 | -16.83 | 58.73 | 32.23 | 54.29 | -31.26 | 89.06 | -13.67 | 27.87 | 14.32 | 13.74 | 59.51 | 7.16 | 11.18 | 56.16 | -44.85 | -48.62 | -24.41 | 59.21 | 112.03 | 152.09 | 21.49 | 33.95 | 78.87 | -39.95 | 32.37 | 59.77 | -7.45 | 152.38 | -47.86 | 79.49 | -11.36 |
| Sharpe Ratio | NA | 0.46 | 0.21 | 0.23 | 0.46 | NA | NA | … | … | 0.04 | 0.04 | -0.33 | 2.46 | -0.42 | 1.82 | 0.53 | 2.03 | -1.01 | 4.88 | -0.50 | 0.89 | 0.48 | 0.33 | 1.61 | 0.18 | 0.28 | 0.74 | -0.45 | -1.12 | -0.75 | 1.19 | 2.10 | 3.96 | 0.33 | 0.60 | 1.46 | -1.02 | 0.55 | 1.16 | -0.26 | 2.92 | -0.91 | 1.49 | -0.34 |
| Standard Deviation(%) | NA | 37.97 | 34.37 | 35.16 | 35.76 | NA | NA | … | … | 35.75 | 37.46 | 33.21 | 28.09 | 43.99 | 32.26 | 60.02 | 26.05 | 32.31 | 18.21 | 27.69 | 31.31 | 30.10 | 40.97 | 37.21 | 40.63 | 39.23 | 76.12 | 101.68 | 46.24 | 37.18 | 47.74 | 52.96 | 38.20 | 62.21 | 53.40 | 51.26 | 42.30 | 52.90 | 48.24 | 43.08 | 50.87 | 56.07 | 51.74 | 61.51 |
| Draw Down(%) | NA | 27.56 | 41.28 | 44.45 | 53.62 | NA | NA | … | … | 21.01 | 25.16 | 30.19 | 23.00 | 43.83 | 20.41 | 53.62 | 9.57 | 36.86 | 5.90 | 27.25 | 13.29 | 22.11 | 35.91 | 17.79 | 36.76 | 34.96 | 37.47 | 74.51 | 65.32 | 51.39 | 31.24 | 28.22 | 15.52 | 40.34 | 36.62 | 23.26 | 55.16 | 52.43 | 27.45 | 37.00 | 15.79 | 53.90 | 17.02 | 34.09 |
| Yield(%) | 0.00 | 1.43 | 1.29 | 1.38 | 2.88 | 6.31 | 2.49 | … | … | 0.62 | 1.20 | 0.87 | 1.16 | 0.88 | 1.23 | 1.38 | 1.77 | 1.03 | 1.54 | 1.12 | 1.08 | 0.93 | 0.74 | 2.32 | 1.23 | 1.36 | 2.07 | 2.63 | 2.30 | 1.35 | 1.14 | 1.15 | 1.50 | 1.02 | 0.85 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/05/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHI (D.R. Horton, Inc.) |
-44.34%
Jan 2006 – Jan 2009 |
-21.91%
Jun 2005 – Jun 2010 |
-1.58%
Jul 2005 – Jul 2015 |
2.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHI (D.R. Horton, Inc.) |
105.98%
Mar 2001 – Mar 2004 |
92.23%
Jun 2000 – Jun 2005 |
50.15%
Apr 1995 – Apr 2005 |
26.33%
Jan 1993 – Jan 2008 |
Annualized Rolling Returns Comparison Chart