Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZWS (Zurn Elkay Water Solutions Corporation) | 2.36% | 31.81% | 26.51% | -0.36% | 16.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZWS (Zurn Elkay Water Solutions Corporation) | 03/29/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 31.81 | 26.51 | -0.36 | 16.56 | NA | NA | … | … | 2.36 | 25.81 | 28.08 | 40.63 | -41.48 | -7.52 | 21.64 | 42.14 | -11.80 | 158.49 | 8.11 | -35.77 | 4.44 | 26.81 | 6.50 |
| Sharpe Ratio | NA | 1.01 | 0.85 | -0.07 | 0.33 | NA | NA | … | … | 0.10 | 0.80 | 0.97 | 1.29 | -0.99 | -0.10 | 0.35 | 1.55 | -0.43 | 2.31 | 0.22 | -1.29 | 0.16 | 0.87 | 0.23 |
| Standard Deviation(%) | NA | 28.76 | 27.42 | 44.09 | 46.11 | NA | NA | … | … | 32.27 | 28.72 | 25.26 | 29.03 | 43.56 | 75.33 | 61.73 | 26.31 | 30.55 | 68.87 | 36.35 | 27.75 | 27.32 | 30.71 | 37.36 |
| Draw Down(%) | NA | 17.02 | 30.18 | 69.31 | 69.31 | NA | NA | … | … | 17.02 | 27.56 | 14.31 | 18.58 | 43.43 | 49.31 | 45.41 | 17.01 | 31.89 | 11.57 | 23.72 | 40.77 | 17.59 | 26.47 | 31.93 |
| Yield(%) | 0.00 | 1.16 | 1.50 | 0.59 | 6.01 | 4.20 | 3.15 | … | … | 0.47 | 1.03 | 1.13 | 1.36 | 0.55 | 0.41 | 0.47 | 0.00 | 0.00 | 53.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZWS (Zurn Elkay Water Solutions Corporation) |
-18.16%
Aug 2021 – Aug 2024 |
-6.03%
Mar 2018 – Mar 2023 |
6.97%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZWS (Zurn Elkay Water Solutions Corporation) |
52.26%
Sep 2015 – Sep 2018 |
42.55%
Sep 2016 – Sep 2021 |
19.09%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart