Industrials
VS
Harry Brown Permanent
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -2.78% | -0.84% | 3.16% | 4.09% | 21.56% | 44.95% | 35.30% | 92.64% |
| Industrials | -0.25% | 0.74% | 4.72% | 6.69% | 18.74% | 62.43% | 95.16% | 238.53% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | |
| Industrials | 17.24% | 18.08% | -5.55% | 21.06% | 10.57% | 29.02% | -13.28% | 23.90% | 19.92% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 92.64% | 6.86% | 6.79% | -30.37% | 0.51 | 0.69 | 0.23 | 0.06 |
| Industrials | 238.53% | 14.21% | 13.00% | -74.61% | 0.56 | 0.71 | 0.19 | 0.08 |
Total Return
No Taxes, No Rebalancing.