Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRT (Vertiv Holdings Co) | 78.75% | 158.82% | 139.34% | 61.80% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRT (Vertiv Holdings Co) | 08/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.44 | 158.82 | 139.34 | 61.80 | NA | NA | NA | … | … | 78.75 | 42.80 | 136.82 | 251.81 | -45.21 | 33.85 | 69.35 | 12.55 | -1.90 |
| Sharpe Ratio | NA | 2.90 | 2.30 | 0.98 | NA | NA | NA | … | … | 4.89 | 0.56 | 2.38 | 4.71 | -0.59 | 1.15 | 1.10 | 1.65 | -0.64 |
| Standard Deviation(%) | NA | 57.06 | 62.37 | 62.99 | NA | NA | NA | … | … | 65.59 | 72.19 | 55.90 | 53.38 | 79.70 | 29.50 | 62.76 | 6.73 | 9.70 |
| Draw Down(%) | NA | 24.78 | 61.28 | 71.23 | NA | NA | NA | … | … | 20.13 | 61.28 | 36.67 | 26.00 | 67.08 | 24.06 | 58.62 | 1.99 | 3.38 |
| Yield(%) | 0.00 | 0.18 | 0.59 | 0.30 | 0.41 | 0.27 | 0.20 | … | … | 0.04 | 0.15 | 0.25 | 0.19 | 0.04 | 0.05 | 0.09 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRT (Vertiv Holdings Co) |
-6.72%
Jun 2019 – Jun 2022 |
30.78%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRT (Vertiv Holdings Co) |
180.59%
Apr 2023 – Apr 2026 |
70.84%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart