Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVV (Valvoline Inc.) | 22.95% | -2.22% | -2.26% | 1.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVV (Valvoline Inc.) | 09/23/2016 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.87 | -2.22 | -2.26 | 1.56 | NA | NA | NA | … | … | 22.95 | -16.83 | -3.22 | 15.10 | -11.10 | 63.72 | 10.56 | 13.02 | -21.32 | 17.70 | -6.71 |
| Sharpe Ratio | NA | -0.16 | -0.19 | -0.03 | NA | NA | NA | … | … | 1.77 | -0.64 | -0.36 | 0.44 | -0.37 | 2.52 | 0.17 | 0.37 | -0.92 | 0.91 | -0.81 |
| Standard Deviation(%) | NA | 30.88 | 28.79 | 29.31 | NA | NA | NA | … | … | 33.58 | 31.02 | 27.74 | 24.65 | 33.91 | 25.28 | 61.32 | 31.74 | 24.67 | 18.78 | 28.19 |
| Draw Down(%) | NA | 29.01 | 39.35 | 39.35 | NA | NA | NA | … | … | 17.72 | 27.34 | 23.80 | 25.63 | 32.10 | 13.61 | 60.38 | 24.58 | 25.30 | 13.76 | 21.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.44 | 1.11 | 0.74 | 0.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.35 | 2.20 | 2.19 | 2.20 | 1.60 | 1.04 | 0.21 |
Data as of 06/05/2026, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVV (Valvoline Inc.) |
-17.46%
Mar 2017 – Mar 2020 |
0.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVV (Valvoline Inc.) |
40.95%
Mar 2020 – Mar 2023 |
22.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart