Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESAB (ESAB Corporation) | -21.20% | -29.77% | 13.01% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESAB (ESAB Corporation) | 03/29/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.85 | -29.77 | 13.01 | NA | NA | NA | NA | … | … | -21.20 | -6.55 | 38.86 | 85.23 | -5.81 |
| Sharpe Ratio | NA | -0.78 | 0.28 | NA | NA | NA | NA | … | … | -0.99 | -0.25 | 1.21 | 2.78 | -0.21 |
| Standard Deviation(%) | NA | 41.30 | 35.20 | NA | NA | NA | NA | … | … | 45.66 | 38.61 | 29.06 | 29.67 | 44.85 |
| Draw Down(%) | NA | 37.29 | 37.29 | NA | NA | NA | NA | … | … | 37.29 | 22.13 | 19.20 | 15.26 | 41.08 |
| Yield(%) | 0.00 | 0.32 | 0.52 | 0.46 | 0.23 | 0.15 | 0.12 | … | … | 0.09 | 0.32 | 0.35 | 0.47 | 0.30 |
Data as of 06/05/2026, Common starting date is 03/29/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESAB (ESAB Corporation) |
16.70%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESAB (ESAB Corporation) |
50.06%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart