Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBC (MasterBrand Inc.) | -17.93% | -9.22% | -7.26% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBC (MasterBrand Inc.) | 12/12/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | -9.22 | -7.26 | NA | NA | NA | NA | … | … | -17.93 | -22.86 | -2.76 | 96.69 | -11.18 |
| Sharpe Ratio | NA | -0.36 | -0.23 | NA | NA | NA | NA | … | … | -0.74 | -0.52 | -0.26 | 2.46 | -0.67 |
| Standard Deviation(%) | NA | 50.33 | 44.09 | NA | NA | NA | NA | … | … | 55.51 | 50.04 | 36.82 | 38.05 | 139.14 |
| Draw Down(%) | NA | 50.94 | 64.69 | NA | NA | NA | NA | … | … | 50.94 | 47.35 | 26.15 | 28.54 | 19.35 |
| 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 |
Data as of 06/18/2026, Common starting date is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBC (MasterBrand Inc.) |
-5.79%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| MBC (MasterBrand Inc.) |
9.62%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart