Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNM (Core & Main Inc) | -6.52% | -13.48% | 18.98% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNM (Core & Main Inc) | 07/23/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | -13.48 | 18.98 | NA | NA | NA | NA | … | … | -6.52 | 6.07 | 25.98 | 109.27 | -36.35 | 28.02 |
| Sharpe Ratio | NA | -0.41 | 0.42 | NA | NA | NA | NA | … | … | -0.51 | 0.08 | 0.47 | 3.74 | -0.88 | 1.43 |
| Standard Deviation(%) | NA | 42.38 | 39.06 | NA | NA | NA | NA | … | … | 34.19 | 43.42 | 42.49 | 28.40 | 42.79 | 51.79 |
| Draw Down(%) | NA | 33.88 | 38.74 | NA | NA | NA | NA | … | … | 23.86 | 33.88 | 38.74 | 15.32 | 38.60 | 19.27 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 07/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNM (Core & Main Inc) |
17.41%
Oct 2021 – Oct 2024 |
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 |
|---|---|---|---|---|
| CNM (Core & Main Inc) |
40.03%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart