Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLTO (Veralto Corporation) | -14.77% | -14.43% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLTO (Veralto Corporation) | 09/27/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | -14.43 | NA | NA | NA | NA | NA | … | … | -14.77 | -1.58 | 24.29 | 2.17 |
| Sharpe Ratio | NA | -0.77 | NA | NA | NA | NA | NA | … | … | -1.31 | -0.21 | 1.04 | 0.12 |
| Standard Deviation(%) | NA | 20.63 | NA | NA | NA | NA | NA | … | … | 24.08 | 21.47 | 19.91 | 39.23 |
| Draw Down(%) | NA | 24.79 | NA | NA | NA | NA | NA | … | … | 20.18 | 17.91 | 10.89 | 20.69 |
| Yield(%) | 0.00 | 0.48 | 0.44 | 0.26 | 0.13 | 0.09 | 0.07 | … | … | 0.13 | 0.46 | 0.47 | 0.11 |
Data as of 06/08/2026, Common starting date is 09/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLTO (Veralto Corporation) |
0.00%
NA |
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 |
|---|---|---|---|---|
| VLTO (Veralto Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart