Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBP (Installed Building Products, Inc.) | -19.93% | 23.89% | 22.77% | 13.54% | 20.29% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBP (Installed Building Products, Inc.) | 02/14/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 23.89 | 22.77 | 13.54 | 20.29 | NA | NA | … | … | -19.93 | 55.12 | -2.88 | 117.57 | -37.29 | 38.44 | 48.00 | 104.42 | -55.64 | 83.90 | 66.33 | 39.34 | 37.08 |
| Sharpe Ratio | NA | 0.27 | 0.41 | 0.22 | 0.38 | NA | NA | … | … | -0.70 | 1.18 | -0.14 | 2.97 | -0.77 | 0.97 | 0.56 | 2.72 | -1.17 | 2.74 | 1.77 | 0.89 | 1.24 |
| Standard Deviation(%) | NA | 56.46 | 47.71 | 46.15 | 49.11 | NA | NA | … | … | 69.15 | 45.01 | 44.97 | 38.80 | 50.18 | 39.66 | 84.41 | 37.88 | 48.86 | 30.49 | 37.31 | 43.99 | 34.84 |
| Draw Down(%) | NA | 42.12 | 42.14 | 48.37 | 61.75 | NA | NA | … | … | 42.12 | 24.40 | 35.30 | 32.04 | 48.13 | 24.28 | 61.69 | 14.24 | 61.75 | 14.05 | 25.13 | 30.04 | 26.13 |
| Yield(%) | 0.00 | 1.96 | 2.68 | 2.29 | 3.93 | 7.15 | 5.37 | … | … | 0.82 | 1.84 | 1.66 | 2.53 | 1.60 | 1.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBP (Installed Building Products, Inc.) |
-8.91%
Mar 2017 – Mar 2020 |
2.57%
Nov 2017 – Nov 2022 |
21.26%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBP (Installed Building Products, Inc.) |
69.34%
Jul 2014 – Jul 2017 |
41.97%
Feb 2019 – Feb 2024 |
38.49%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart