Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBR (KBR, Inc.) | -14.49% | -34.22% | -17.88% | -1.63% | 10.24% | 1.06% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBR (KBR, Inc.) | 11/16/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.23 | -34.22 | -17.88 | -1.63 | 10.24 | 1.06 | NA | … | … | -14.49 | -29.63 | 5.58 | 5.96 | 11.93 | 55.65 | 3.16 | 103.62 | -22.04 | 19.98 | 0.73 | 1.70 | -46.06 | 7.66 | 8.08 | -7.93 | 61.71 | 26.42 | -60.46 | 48.32 | 26.07 |
| Sharpe Ratio | NA | -1.06 | -0.65 | -0.14 | 0.24 | NA | NA | … | … | -0.73 | -1.06 | 0.08 | 0.09 | 0.34 | 1.99 | 0.04 | 3.53 | -0.60 | 0.58 | 0.01 | 0.05 | -1.38 | 0.28 | 0.23 | -0.16 | 1.76 | 0.52 | -0.81 | 0.98 | 18.81 |
| Standard Deviation(%) | NA | 31.86 | 29.34 | 28.75 | 37.21 | NA | NA | … | … | 36.52 | 31.00 | 25.66 | 25.29 | 31.08 | 27.91 | 68.52 | 28.96 | 38.93 | 33.56 | 42.09 | 34.48 | 33.46 | 27.00 | 35.33 | 49.27 | 35.09 | 51.00 | 75.67 | 46.14 | 34.30 |
| Draw Down(%) | NA | 43.18 | 57.39 | 57.39 | 57.97 | NA | NA | … | … | 32.87 | 33.57 | 23.17 | 23.88 | 23.59 | 11.80 | 57.97 | 11.41 | 35.78 | 22.44 | 30.62 | 22.86 | 54.03 | 17.78 | 39.48 | 43.15 | 17.75 | 32.47 | 75.44 | 23.55 | 4.78 |
| Yield(%) | 0.00 | 1.25 | 0.95 | 1.41 | 3.04 | 1.11 | 1.57 | … | … | 0.41 | 1.14 | 1.07 | 1.03 | 1.00 | 1.48 | 1.30 | 2.04 | 1.61 | 1.85 | 1.89 | 1.89 | 1.04 | 1.04 | 0.71 | 0.66 | 1.03 | 1.26 | 0.52 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBR (KBR, Inc.) |
-24.99%
Mar 2012 – Mar 2015 |
-17.82%
Jun 2011 – Jun 2016 |
-6.51%
Feb 2008 – Feb 2018 |
0.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBR (KBR, Inc.) |
48.42%
Dec 2018 – Dec 2021 |
31.29%
Feb 2018 – Feb 2023 |
15.31%
Nov 2014 – Nov 2024 |
12.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart