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Relative Intelligence · Computer Hardware

How Everpure (P) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on P alone. It places P (Everpure, Inc.) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where P stands in the market, and of the alternatives worth a closer look.

Period covered: P's full trading record, from October 2015 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against P →Chart P vs. 20 alternatives →
On this page12 sections

Key findings

How much would $10,000 in P have grown?

This chart tracks a hypothetical $10,000 investment in P over the past 10 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of P over the same span and P's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Note: P began trading on October 6, 2015, so the chart cannot reach back to the dot-com bust, the 2008 financial crisis or two other sell-offs. It covers the most recent 10 years of P's record, starting at the end of September 2016.

Choose a period

From the end of September 2016 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 135 of the 2,697 stocks and funds worth at least $500 million that traded the whole period ended ahead of P; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$20,000$50,000$100,000$200,000$500,000$1M201620182020202220242026$10,000$100,000$1M2016201920222025
  • NVDA$1M+13,576% total · +63.5% a year
  • MU$614,171+6,042% total · +50.9% a year
  • DELL$441,783+4,318% total · +46.1% a year
  • ANET$382,693+3,727% total · +44.0% a year
  • STX$346,866+3,369% total · +42.6% a year
  • SMCI$175,515+1,655% total · +33.2% a year
  • WDC$116,171+1,062% total · +27.8% a year
  • P$96,520+865% total · +25.4% a year
  • HPE$63,955+540% total · +20.4% a year
  • SPY (S&P 500)$41,286+313% total · +15.2% a year
Change the dates or add tickers to this chart in EasyCompare

From the end of September 2021 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 106 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of P; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$20,000$50,000$100,000$200,000202120222023202420252026$10,000$20,000$50,000$100,000$200,000202120222023202420252026
  • MU$153,675+1,437% total · +72.7% a year
  • STX$128,799+1,188% total · +66.7% a year
  • DELL$112,363+1,024% total · +62.2% a year
  • SMCI$112,215+1,022% total · +62.2% a year
  • NVDA$110,811+1,008% total · +61.8% a year
  • WDC$107,081+971% total · +60.7% a year
  • ANET$94,783+848% total · +56.8% a year
  • P$51,979+420% total · +39.0% a year
  • HPE$51,318+413% total · +38.7% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
Change the dates or add tickers to this chart in EasyCompare

P at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

Note: P began trading on October 6, 2015, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust, the 2008 financial crisis or two other sell-offs.

The company

Market value
$42B
Industry
Computer Hardware
Price history from
October 2015

Returns

Past 1 year
+39.0%total return
Past 3 years
+282%+56.4% a year
Past 5 years
+388%+37.3% a year
Past 10 years
+899%+25.9% a year
Best calendar year
+72.3%2024
Worst calendar year
−27.4%2016
Losing years
2 of 10full calendar years

Risk

Volatility
55.0%typical yearly swing, 5 years
Sharpe ratio
0.85return per unit of risk, 5 years
Worst decline ever
−69.4%Sep 2018 to Mar 2020
From its all-time high
−19.4%below the peak

P against the whole market

Where P ranks among every stock and fund, and what across the market has done better.

How does P rank among all stocks?

This section ranks P on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how P stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasurePRankStanding
1-year return+39.0%750 of 3,287top 23%
3-year return+282%250 of 3,017top 8%
5-year return+388%109 of 2,893top 4%
10-year return+899%130 of 2,202top 6%
Volatility, 5 years55.0%2,115 of 2,893bottom 28%
Sharpe ratio, 5 years0.85226 of 2,893top 8%
Worst decline, past 10 years−69.4%1,271 of 2,187bottom 43%

What has beaten P on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). P sits where the dashed lines cross. Anything in the green box above and to the left earned more than P with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to P; faint dots are 36 more of the 48 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

10.0%20.0%30.0%40.0%50.0%60.0%70.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than PVST: +53.4% a year, volatility 48.6%EME: +43.0% a year, volatility 35.3%CAH: +42.1% a year, volatility 24.7%COKE: +41.2% a year, volatility 38.0%FRO: +52.6% a year, volatility 49.7%VLO: +44.2% a year, volatility 36.9%DHT: +38.7% a year, volatility 39.0%LPG: +54.6% a year, volatility 43.6%MCK: +38.7% a year, volatility 25.0%INSW: +56.5% a year, volatility 40.5%ESLT: +39.8% a year, volatility 34.6%SBS: +39.1% a year, volatility 37.1%MLI: +38.9% a year, volatility 33.4%PBR-A: +51.8% a year, volatility 37.5%JXN: +41.7% a year, volatility 43.3%HWM: +47.3% a year, volatility 32.5%TRMD: +54.3% a year, volatility 45.9%TNK: +50.5% a year, volatility 45.1%ATI: +61.8% a year, volatility 42.9%CRS: +63.9% a year, volatility 46.5%PBR: +50.3% a year, volatility 37.5%BBVA: +38.7% a year, volatility 33.3%TRGP: +41.8% a year, volatility 31.7%FTI: +54.1% a year, volatility 41.3%AU: +40.4% a year, volatility 49.9%VIST: +59.1% a year, volatility 50.7%IDCC: +39.0% a year, volatility 36.9%BWLP: +60.3% a year, volatility 50.9%MIRM: +40.0% a year, volatility 51.8%PARR: +38.9% a year, volatility 50.6%DXPE: +39.0% a year, volatility 46.1%TEN: +46.9% a year, volatility 46.3%PLPC: +40.5% a year, volatility 48.3%TK: +47.1% a year, volatility 41.7%ASC: +41.7% a year, volatility 44.8%GHM: +39.6% a year, volatility 50.9%P: +37.3% a year, volatility 55.0%SPY (S&P 500): +12.7% a year, volatility 17.1%ANET: +49.0% a year, volatility 49.0%MU: +68.1% a year, volatility 57.1%DELL: +55.2% a year, volatility 54.4%STX: +57.4% a year, volatility 48.7%MSFT: +12.5% a year, volatility 28.2%WDC: +53.7% a year, volatility 53.5%AVGO: +48.3% a year, volatility 44.5%ASX: +48.8% a year, volatility 43.0%TSEM: +42.5% a year, volatility 52.2%CIEN: +45.2% a year, volatility 52.6%KLAC: +38.7% a year, volatility 46.7%AMD: +35.7% a year, volatility 57.6%FIX: +77.0% a year, volatility 46.7%LLY: +40.7% a year, volatility 32.8%MPC: +51.2% a year, volatility 33.4%PWR: +39.3% a year, volatility 37.2%STRL: +78.4% a year, volatility 60.0%MOG-A: +36.6% a year, volatility 32.0%BELFB: +78.0% a year, volatility 52.1%NVDA: +58.0% a year, volatility 51.9%PSPY (S&P 500)ANETMUDELLSTXMSFTWDCAVGOASXTSEMCIENKLACAMDFIXLLYMPCPWRSTRLMOG-ABELFB10.0%20.0%30.0%40.0%50.0%60.0%70.0%0.0%20.0%40.0%60.0%80.0%100%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than PVST: +53.4% a year, volatility 48.6%EME: +43.0% a year, volatility 35.3%CAH: +42.1% a year, volatility 24.7%COKE: +41.2% a year, volatility 38.0%FRO: +52.6% a year, volatility 49.7%VLO: +44.2% a year, volatility 36.9%DHT: +38.7% a year, volatility 39.0%LPG: +54.6% a year, volatility 43.6%MCK: +38.7% a year, volatility 25.0%INSW: +56.5% a year, volatility 40.5%ESLT: +39.8% a year, volatility 34.6%SBS: +39.1% a year, volatility 37.1%MLI: +38.9% a year, volatility 33.4%PBR-A: +51.8% a year, volatility 37.5%JXN: +41.7% a year, volatility 43.3%HWM: +47.3% a year, volatility 32.5%TRMD: +54.3% a year, volatility 45.9%TNK: +50.5% a year, volatility 45.1%ATI: +61.8% a year, volatility 42.9%CRS: +63.9% a year, volatility 46.5%PBR: +50.3% a year, volatility 37.5%BBVA: +38.7% a year, volatility 33.3%TRGP: +41.8% a year, volatility 31.7%FTI: +54.1% a year, volatility 41.3%AU: +40.4% a year, volatility 49.9%VIST: +59.1% a year, volatility 50.7%IDCC: +39.0% a year, volatility 36.9%BWLP: +60.3% a year, volatility 50.9%MIRM: +40.0% a year, volatility 51.8%PARR: +38.9% a year, volatility 50.6%DXPE: +39.0% a year, volatility 46.1%TEN: +46.9% a year, volatility 46.3%PLPC: +40.5% a year, volatility 48.3%TK: +47.1% a year, volatility 41.7%ASC: +41.7% a year, volatility 44.8%GHM: +39.6% a year, volatility 50.9%P: +37.3% a year, volatility 55.0%SPY (S&P 500): +12.7% a year, volatility 17.1%ANET: +49.0% a year, volatility 49.0%MU: +68.1% a year, volatility 57.1%DELL: +55.2% a year, volatility 54.4%STX: +57.4% a year, volatility 48.7%MSFT: +12.5% a year, volatility 28.2%WDC: +53.7% a year, volatility 53.5%AVGO: +48.3% a year, volatility 44.5%ASX: +48.8% a year, volatility 43.0%TSEM: +42.5% a year, volatility 52.2%CIEN: +45.2% a year, volatility 52.6%KLAC: +38.7% a year, volatility 46.7%AMD: +35.7% a year, volatility 57.6%FIX: +77.0% a year, volatility 46.7%LLY: +40.7% a year, volatility 32.8%MPC: +51.2% a year, volatility 33.4%PWR: +39.3% a year, volatility 37.2%STRL: +78.4% a year, volatility 60.0%MOG-A: +36.6% a year, volatility 32.0%BELFB: +78.0% a year, volatility 52.1%NVDA: +58.0% a year, volatility 51.9%PSPY (S&P 500)ANETMUDELLSTXAVGOASXTSEMKLACAMDFIXLLYMPCSTRLMOG-ABELFB
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than P?

Investments that beat P over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat P over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks P's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than P follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than P's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× P's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than P's.

Screen the whole market against P for any period in BetterThanSPYOpen these 19 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with P?lower diversifies moreExpenseper year
PEverpure, Inc. · this page
+37.3%55.0%0.85−69.4%+899%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.440.09%
Popular alternativesbest 6 shownThe investments people most often weigh against P. 7 of 19 passed at least one test.
ANETArista Networks, Inc. · Communications Equipment
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+49.0%49.0%1.06−52.2%+3,439%0.48—
MUMicron Technology, Inc. · Semiconductors
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+68.1%57.1%1.20−57.6%+5,243%0.24—
DELLDell Technologies Inc. · Computer Hardware
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+55.2%54.4%1.08−59.6%+3,701%0.25—
STXSeagate Technology Holdings plc · Computer Hardware
Higher return, lower volatilityHigher Sharpe, smaller worst decline+57.4%48.7%1.18−57.0%+2,698%0.28—
MSFTMicrosoft Corporation · Software
Smaller losses in recent crashes+12.5%28.2%0.56−37.1%+946%0.30—
WDCWestern Digital Corporation · Computer Hardware
Higher return, similar volatility+53.7%53.5%1.07−70.5%+911%0.21—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Computer Hardware and the categories next to it (Semiconductors, Communications Equipment, Software, IT Services), plus P's specific themes. 13 of 141 passed at least one test.
AVGOBroadcom Inc. · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+48.3%44.5%1.11−48.3%+2,380%0.43—
ASXASE Technology Holding Co., Ltd. · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst decline+48.8%43.0%1.15−52.5%+967%0.32—
TSEMTower Semiconductor Ltd. · Semiconductors
Higher return, lower volatilitySmaller losses in recent crashes+42.5%52.2%0.93−62.3%+1,058%0.23—
CIENCiena Corporation · Communications Equipment
Higher return, similar volatilityHigher Sharpe, smaller worst decline+45.2%52.6%0.97−49.5%+1,600%0.18—
KLACKLA Corporation · Semiconductor Equipment
Higher return, lower volatility+38.7%46.7%0.94−46.3%+2,534%0.28—
AMDAdvanced Micro Devices, Inc. · Semiconductors
Higher return in most periods+35.7%57.6%0.82−65.5%+7,583%0.36—
The whole marketbest 6 shownEvery other stock and fund worth at least $500 million. 92 of 3,474 passed at least one test.
FIXComfort Systems USA, Inc. · Engineering & Construction
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+77.0%46.7%1.46−49.7%+5,305%0.34—
LLYEli Lilly and Company · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+40.7%32.8%1.21−34.5%+1,807%0.09—
MPCMarathon Petroleum Corporation · Oil & Gas
On the frontierHigher return, lower volatilityHigher return in most periods+51.2%33.4%1.41−79.7%+1,387%0.06—
PWRQuanta Services, Inc. · Engineering & Construction
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+39.3%37.2%1.08−45.5%+2,045%0.42—
STRLSterling Infrastructure, Inc. · Engineering & Construction
Higher return, similar volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+78.4%60.0%1.26−59.6%+5,213%0.32—
MOG-AMoog Inc. · Aerospace & Defense
Similar return, lower volatilityHigher Sharpe, smaller worst decline+36.6%32.0%1.14−63.7%+595%0.15—
What these numbers mean for P
Annual return
P returned 37.3% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $48,800. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
P's volatility over the past 5 years was 55.0%, 3.2 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, P's return lands within 55.0% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
P's Sharpe ratio over the past 5 years was 0.85, against 0.79 for the S&P 500, so P earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
P's worst fall from a peak to a low over the past 10 years was 69.4%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 69.4% fall takes a 227% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, P's monthly returns had a correlation of 0.44 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against P instead: the lower it is, the more that option would diversify a P holding. Guide: Correlation and diversification →
Show all 48 stocks and funds worth at least $500 million that earned more than P with less volatility

Out of 3,633 tested over 5 years. Best first; funds that hold the same thing are listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with PExpense
1
FIXComfort Systems USA, Inc. · Engineering & Construction
Whole market+77.0%46.7%1.46−49.7%+5,305%0.34—
2
LLYEli Lilly and Company · Pharmaceuticals
Whole market+40.7%32.8%1.21−34.5%+1,807%0.09—
3
MPCMarathon Petroleum Corporation · Oil & Gas
Whole market+51.2%33.4%1.41−79.7%+1,387%0.06—
4
PWRQuanta Services, Inc. · Engineering & Construction
Whole market+39.3%37.2%1.08−45.5%+2,045%0.42—
5
VSTVistra Corp. · Independent Power Producers
Whole market+53.4%48.6%1.13−53.3%+1,195%0.23—
6
AVGOBroadcom Inc. · Semiconductors
Same or nearby category+48.3%44.5%1.11−48.3%+2,380%0.43—
7
EMEEMCOR Group, Inc. · Engineering & Construction
Whole market+43.0%35.3%1.20−48.0%+1,202%0.32—
8
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.02—
9
COKECoca-Cola Consolidated, Inc. · Food & Beverages
Whole market+41.2%38.0%1.10−51.7%+1,569%0.00—
10
FROFrontline Plc · Oil & Gas
Whole market+52.6%49.7%1.10−52.0%+1,194%0.12—
11
ANETArista Networks, Inc. · Communications Equipment
Popular alternative+49.0%49.0%1.06−52.2%+3,439%0.48—
12
VLOValero Energy Corporation · Oil & Gas
Whole market+44.2%36.9%1.18−71.9%+1,061%0.14—
13
DHTDHT Holdings, Inc. · Marine Shipping
Whole market+38.7%39.0%1.04−39.7%+1,050%0.10—
14
LPGDorian LPG Ltd. · Oil & Gas Midstream
Whole market+54.6%43.6%1.22−62.9%+1,821%0.08—
15
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%0.10—
16
INSWInternational Seaways, Inc. · Oil & Gas
Whole market+56.5%40.5%1.31−57.4%—0.12—
17
ESLTElbit Systems Ltd. · Aerospace & Defense
Whole market+39.8%34.6%1.15−35.4%+765%-0.07—
18
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP · Water Utilities
Whole market+39.1%37.1%1.08−62.0%+293%0.23—
19
MLIMueller Industries, Inc. · Metal Fabrication
Whole market+38.9%33.4%1.16−53.0%+800%0.22—
20
ASXASE Technology Holding Co., Ltd. · Semiconductors
Same or nearby category+48.8%43.0%1.15−52.5%+967%0.32—
21
PBR-APetróleo Brasileiro S.A. - Petrobras · Integrated Oil & Gas
Whole market+51.8%37.5%1.31−71.7%+768%0.06—
22
JXNJackson Financial Inc. · Life Insurance
Whole market+41.7%43.3%1.03−48.4%—0.19—
23
STXSeagate Technology Holdings plc · Computer Hardware
Popular alternative+57.4%48.7%1.18−57.0%+2,698%0.28—
24
HWMHowmet Aerospace Inc. · Aerospace & Defense
Whole market+47.3%32.5%1.36−68.9%+1,028%0.09—
25
TRMDTORM plc · Marine Shipping
Whole market+54.3%45.9%1.18−60.6%—0.12—
26
TNKTeekay Tankers Ltd. · Marine Shipping
Whole market+50.5%45.1%1.14−63.4%+490%0.04—
27
ATIATI Inc. · Metals & Mining
Whole market+61.8%42.9%1.34−82.4%+929%0.08—
28
CRSCarpenter Technology Corporation · Metals & Mining
Whole market+63.9%46.5%1.30−74.7%+1,021%0.04—
29
TSEMTower Semiconductor Ltd. · Semiconductors
Same or nearby category+42.5%52.2%0.93−62.3%+1,058%0.23—
30
PBRPetróleo Brasileiro S.A. - Petrobras · Integrated Oil & Gas
Whole market+50.3%37.5%1.28−75.3%+674%0.01—
31
BBVABanco Bilbao Vizcaya Argentaria, S.A. · Banks
Whole market+38.7%33.3%1.16−69.6%+542%-0.07—
32
BELFBBel Fuse Inc. · Hardware, Equipment & Parts
Whole market+78.0%52.1%1.37−79.8%+872%0.18—
33
TRGPTarga Resources Corp. · Oil & Gas Midstream
Whole market+41.8%31.7%1.27−90.8%+829%-0.06—
34
FTITechnipFMC plc · Oilfield Services
Whole market+54.1%41.3%1.26−85.8%+178%0.03—
35
AUAngloGold Ashanti Plc · Gold Mining
Whole market+40.4%49.9%0.93−66.3%+681%-0.06—
36
NVDANVIDIA Corporation · Semiconductors
Popular alternative+58.0%51.9%1.14−66.3%+13,019%0.46—
37
KLACKLA Corporation · Semiconductor Equipment
Same or nearby category+38.7%46.7%0.94−46.3%+2,534%0.28—
38
VISTVista Energy, S.A.B. de C.V. · Exploration & Production
Whole market+59.1%50.7%1.17−81.2%—0.01—
39
IDCCInterDigital, Inc. · Intellectual Property Licensing
Whole market+39.0%36.9%1.08−64.9%+395%0.18—
40
BWLPBW LPG Limited · Marine Shipping
Whole market+60.3%50.9%1.19−68.8%+2,672%0.22—
41
MIRMMirum Pharmaceuticals, Inc. · Biotechnology
Whole market+40.0%51.8%0.91−63.8%—-0.01—
42
PARRPar Pacific Holdings, Inc. · Oil & Gas
Whole market+38.9%50.6%0.91−76.4%+504%0.13—
43
DXPEDXP Enterprises, Inc. · Industrial - Distribution
Whole market+39.0%46.1%0.95−77.3%+610%0.14—
44
TENTsakos Energy Navigation Limited · Oil & Gas Midstream
Whole market+46.9%46.3%1.07−68.7%+211%0.12—
45
PLPCPreformed Line Products Company · Electrical Equipment & Parts
Whole market+40.5%48.3%0.94−59.5%+827%0.33—
46
TKTeekay Corporation · Oil & Gas Midstream
Whole market+47.1%41.7%1.13−83.8%+244%0.20—
47
ASCArdmore Shipping Corporation · Marine Shipping
Whole market+41.7%44.8%1.01−71.2%+259%0.12—
48
GHMGraham Corporation · Industrial - Machinery
Whole market+39.6%50.9%0.91−74.8%+314%0.13—

P against its popular alternatives

The investments people most often weigh against P, compared period by period and year by year.

How do P's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at P, which divides the map into what did better or worse on each measure.

Green points earned more than P with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

0.0%20.0%40.0%60.0%80.0%100%120%140%−10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityP: 37.3% a year, volatility 55.0%SPY (S&P 500): 12.7% a year, volatility 17.1%DELL: 55.2% a year, volatility 54.4%STX: 57.4% a year, volatility 48.7%NVDA: 58.0% a year, volatility 51.9%WDC: 53.8% a year, volatility 53.5%ANET: 49.0% a year, volatility 49.0%SIMO: 28.0% a year, volatility 55.1%SILC: −0.6% a year, volatility 56.8%NVTS: −7.3% a year, volatility 124%MU: 68.2% a year, volatility 57.1%SMCI: 55.8% a year, volatility 89.4%HPE: 32.9% a year, volatility 42.2%VIAV: 17.9% a year, volatility 47.9%MSFT: 12.5% a year, volatility 28.2%NTAP: 20.9% a year, volatility 35.3%CSCO: 16.8% a year, volatility 26.1%GOOG: 19.0% a year, volatility 32.0%AMZN: 9.0% a year, volatility 36.6%IBM: 16.6% a year, volatility 30.5%NTNX: 13.5% a year, volatility 49.2%PSPY (S&P 500)DELLSTXNVDAWDCANETSIMOSILCNVTSMUSMCIHPEVIAVNTAPCSCOAMZNNTNX0.0%50.0%100%150%−20.0%0.0%20.0%40.0%60.0%80.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityP: 37.3% a year, volatility 55.0%SPY (S&P 500): 12.7% a year, volatility 17.1%DELL: 55.2% a year, volatility 54.4%STX: 57.4% a year, volatility 48.7%NVDA: 58.0% a year, volatility 51.9%WDC: 53.8% a year, volatility 53.5%ANET: 49.0% a year, volatility 49.0%SIMO: 28.0% a year, volatility 55.1%SILC: −0.6% a year, volatility 56.8%NVTS: −7.3% a year, volatility 124%MU: 68.2% a year, volatility 57.1%SMCI: 55.8% a year, volatility 89.4%HPE: 32.9% a year, volatility 42.2%VIAV: 17.9% a year, volatility 47.9%MSFT: 12.5% a year, volatility 28.2%NTAP: 20.9% a year, volatility 35.3%CSCO: 16.8% a year, volatility 26.1%GOOG: 19.0% a year, volatility 32.0%AMZN: 9.0% a year, volatility 36.6%IBM: 16.6% a year, volatility 30.5%NTNX: 13.5% a year, volatility 49.2%PSPY (S&P 500)DELLSTXANETSIMOSILCNVTSMUSMCIHPEVIAVNTAPGOOG
All figures
InvestmentAnnual returnVolatility
MU Micron Technology, Inc.+68.2%57.1%
NVDA NVIDIA Corporation+58.0%51.9%
STX Seagate Technology Holdings plc+57.4%48.7%
SMCI Super Micro Computer, Inc.+55.8%89.4%
DELL Dell Technologies Inc.+55.2%54.4%
WDC Western Digital Corporation+53.8%53.5%
ANET Arista Networks, Inc.+49.0%49.0%
P This pageEverpure, Inc.+37.3%55.0%
HPE Hewlett Packard Enterprise Company+32.9%42.2%
SIMO Silicon Motion Technology Corporation+28.0%55.1%
NTAP NetApp, Inc.+20.9%35.3%
GOOG Alphabet Inc.+19.0%32.0%
VIAV Viavi Solutions Inc.+17.9%47.9%
CSCO Cisco Systems, Inc.+16.8%26.1%
IBM International Business Machines Corporation+16.6%30.5%
NTNX Nutanix, Inc.+13.5%49.2%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
MSFT Microsoft Corporation+12.5%28.2%
AMZN Amazon.com, Inc.+9.0%36.6%
SILC Silicom Ltd.−0.6%56.8%
NVTS Navitas Semiconductor Corp−7.3%124%
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Has P consistently beaten its popular alternatives?

This section compares P with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than P helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than P over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
P Everpure, Inc. (this page)—+11.3%+80.9%+86.0%+83.3%+39.0%+282%+388%+899%55.0%0.85−69.4%—$42B—
MU QualifiedMicron Technology, Inc.3/5 short3/3 long−14.2%+3.6%+99.9%+184%+334%+1,246%+1,244%+5,243%57.1%1.20−57.6%—$1.0T—
DELL QualifiedDell Technologies Inc.3/5 short3/3 long−19.6%+21.3%+127%+265%+217%+636%+800%+3,701%54.4%1.08−59.6%—$294B—
STX Computer HardwareSeagate Technology Holdings plc2/5 short3/3 long−23.0%−15.8%+25.3%+136%+217%+975%+866%+2,698%48.7%1.18−57.0%—$154B—
NVDA SemiconductorsNVIDIA Corporation0/5 short3/3 long−4.8%+6.6%+7.4%+14.9%+18.8%+425%+884%+13,019%51.9%1.14−66.3%—$5.2T—
WDC Computer HardwareWestern Digital Corporation2/5 short2/3 long−18.7%−25.2%−2.6%+94.3%+200%+1,030%+759%+911%53.5%1.07−70.5%—$136B—
ANET Computer HardwareArista Networks, Inc.0/5 short2/3 long−11.8%+7.0%+8.6%+35.6%+23.7%+289%+634%+3,439%49.0%1.06−52.2%—$229B—
SMCI Computer HardwareSuper Micro Computer, Inc.0/5 short2/3 long−21.2%+36.3%+12.7%+4.9%−41.0%+30.6%+817%+1,383%89.4%0.94−84.8%—$21B—
HPE Computer HardwareHewlett Packard Enterprise Company3/5 short1/3 long−9.1%+26.3%+103%+135%+150%+296%+315%+483%42.2%0.89−56.9%—$74B—
SIMO SemiconductorsSilicon Motion Technology Corporation2/5 short1/3 long−20.6%−15.2%+54.7%+130%+125%+320%+243%+494%55.1%0.71−56.5%—$7.2B—
VIAV Communication EquipmentViavi Solutions Inc.2/5 short1/3 long−4.1%−11.9%−22.2%+91.3%+164%+359%+127%+376%47.9%0.58−62.9%—$8.5B—
MSFT Software - InfrastructureMicrosoft Corporation0/5 short1/3 long+6.0%+32.5%+27.7%+13.2%+3.8%+66.6%+80.3%+946%28.2%0.56−37.1%—$3.9T—
NTAP Computer HardwareNetApp, Inc.3/5 short0/3 long+6.2%+30.6%+97.7%+99.3%+81.9%+198%+159%+691%35.3%0.71−58.1%—$41B—
SILC Communication EquipmentSilicom Ltd.2/5 short0/3 long−16.8%−8.7%+37.0%+185%+136%+78.1%−3.0%+6.8%56.8%0.27−84.8%—$233M—
SNDK Computer HardwareSandisk Corporation2/5 short0/3 long−22.7%−1.8%+49.5%+396%+822%—————−56.5%—$197B—
CSCO Communication EquipmentCisco Systems, Inc.1/5 short0/3 long−3.9%−3.2%+22.6%+42.2%+53.8%+118%+118%+374%26.1%0.73−42.0%—$421B—
GOOG Internet Content & InformationAlphabet Inc.0/5 short0/3 long−4.1%−4.2%+0.4%+6.9%+31.2%+148%+138%+752%32.0%0.71−44.6%—$4.1T—
AMZN Specialty RetailAmazon.com, Inc.0/5 short0/3 long+1.6%+5.1%+5.8%+16.0%+21.3%+110%+53.8%+548%36.6%0.42−56.1%—$2.8T—
IBM Information Technology ServicesInternational Business Machines Corporation0/5 short0/3 long+4.3%+14.4%−3.3%−15.3%−12.5%+93.5%+116%+151%30.5%0.66−41.1%—$228B—
NTNX Software - InfrastructureNutanix, Inc.0/5 short0/3 long−2.6%+23.8%+68.0%+34.8%−0.1%+90.0%+88.3%+139%49.2%0.50−80.4%—$18B—
NVTS SemiconductorsNavitas Semiconductor Corp0/5 short0/3 long−28.1%−24.3%−33.8%+4.3%−48.9%+56.4%−31.7%—124%0.44−92.0%—$2.3B—
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How did P do year by year?

This table shows each investment's total return in every full calendar year since 2016, along with where P ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with P and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Note: P began trading on October 6, 2015, so the table starts with 2016, its first full calendar year, and cannot show how it fared during the dot-com bust, the 2008 financial crisis or two other sell-offs.

Newest year first. Green marks a year in which the fund came out ahead of P; gray means the two finished within a fraction of a point. The rank row places P among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of P2025202420232022202120202019201820172016
P This pageEverpure, Inc.—+9.1%+72.3%+33.3%−17.8%+44.0%+32.1%+6.4%+1.4%+40.2%−27.4%
Rank among alternativesTop quarter in 2 of 1015 of 203 of 2014 of 205 of 209 of 197 of 1915 of 198 of 199 of 1917 of 17
SPY S&P 500State Street SPDR S&P 500 ETF3 of 10+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%
MU Micron Technology, Inc.6 of 10+240%−1.0%+71.9%−45.9%+24.2%+39.8%+69.5%−22.8%+87.6%+54.7%
DELL Dell Technologies Inc.6 of 9+11.2%+53.0%+95.9%−26.6%+51.3%+42.6%+5.1%+8.6%+47.8%—
STX Seagate Technology Holdings plc5 of 10+225%+4.1%+69.1%−51.4%+87.5%+10.2%+62.1%−2.9%+13.4%+13.4%
NVDA NVIDIA Corporation8 of 10+38.9%+171%+239%−50.2%+125%+122%+76.4%−30.8%+82.5%+228%
WDC Western Digital Corporation4 of 10+284%+13.9%+66.0%−51.6%+17.7%−10.9%+77.1%−51.9%+19.8%+17.5%
ANET Arista Networks, Inc.8 of 10+18.6%+87.7%+94.1%−15.6%+97.9%+42.9%−3.5%−10.5%+143%+24.2%
SMCI Super Micro Computer, Inc.4 of 10−4.0%+7.2%+246%+87.0%+38.5%+32.1%+73.9%−34.0%−25.6%+14.7%
HPE Hewlett Packard Enterprise Company4 of 10+15.5%+29.1%+9.7%+4.5%+37.4%−21.9%+23.7%−5.7%+8.6%+54.2%
SIMO Silicon Motion Technology Corporation4 of 10+76.9%−8.9%−4.9%−30.4%+102%−1.8%+51.7%−33.1%+27.1%+37.6%
VIAV Viavi Solutions Inc.4 of 10+76.4%+0.3%−4.2%−40.4%+17.6%−0.1%+49.3%+15.0%+6.9%+34.3%
MSFT Microsoft Corporation7 of 10+15.6%+12.9%+58.2%−28.0%+52.5%+42.5%+57.6%+20.8%+40.8%+15.1%
NTAP NetApp, Inc.5 of 10−5.9%+34.2%+51.1%−32.9%+42.5%+10.9%+7.4%+9.7%+59.9%+36.6%
SILC Silicom Ltd.2 of 10−9.9%−9.9%−57.1%−18.3%+23.3%+25.8%−4.8%−50.2%+74.3%+39.7%
CSCO Cisco Systems, Inc.5 of 10+33.5%+21.0%+9.3%−22.5%+45.8%−3.5%+13.8%+16.6%+31.3%+15.1%
GOOG Alphabet Inc.5 of 10+65.4%+35.6%+58.8%−38.7%+65.2%+31.0%+29.1%−1.0%+35.6%+1.7%
AMZN Amazon.com, Inc.6 of 10+5.2%+44.4%+80.9%−49.6%+2.4%+76.3%+23.0%+28.4%+56.0%+10.9%
IBM International Business Machines Corporation4 of 10+38.2%+39.3%+21.9%+10.6%+16.6%−1.2%+23.6%−22.6%−4.9%+25.2%
NTNX Nutanix, Inc.2 of 9−15.5%+28.3%+83.1%−18.2%0.0%+1.9%−24.8%+17.9%+32.8%—
NVTS Navitas Semiconductor Corp2 of 4+100%−55.8%+130%−79.4%——————
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Risk and diversification

How P has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were P's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents P's five deepest drawdowns since it began trading in 2015, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Note: P began trading on October 6, 2015, so this list cannot include the dot-com bust, the 2008 financial crisis or two other sell-offs. The crash tests on this page show how older funds and the S&P 500 fared through those years.

Green means P fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringP fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
Late-2018 sell-off−69.4%−14.5%Sep 2018Mar 202018 monthsFeb 202111 months
2015 China and oil sell-off−52.4%+22.6%Oct 2015Mar 201717 monthsJan 201810 months
No named crash−48.6%−16.9%Jan 2025Apr 20253 monthsAug 20254 months
No named crash−42.3%−6.8%Oct 2025Mar 20265 monthsAug 20265 months
No named crash−41.1%+3.6%Feb 2021May 20213 monthsNov 20216 months

How did P do in stock market crashes?

This section measures how far P, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Note: P began trading on October 6, 2015, so its row reads "Not yet trading" for the dot-com bust, the 2008 financial crisis or three other sell-offs. The older alternatives and the S&P 500 show how those crashes played out.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than P.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
P This pageEverpure, Inc.—−6.6%−38.0%−53.2%−45.0%−3.8%Not yet tradingNot yet tradingNot yet tradingNot yet tradingNot yet trading
SPY S&P 500State Street SPDR S&P 500 ETF4 of 5−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
MU Micron Technology, Inc.3 of 5−5.3%−49.6%−42.5%−36.6%−8.8%−49.4%−46.5%−2.0%−84.2%−87.8%
DELL Dell Technologies Inc.3 of 5−5.7%−43.6%−45.9%−28.6%−7.4%—————
STX Seagate Technology Holdings plc3 of 5−5.2%−54.0%−25.6%−25.4%−8.4%−48.9%−34.8%−0.5%−88.7%—
NVDA NVIDIA Corporation2 of 5−5.0%−60.7%−37.5%−55.9%−8.5%−25.3%−23.8%−1.7%−85.1%−89.7%
WDC Western Digital Corporation1 of 5−6.8%−52.4%−58.0%−41.8%−6.0%−53.0%−35.4%−1.1%−75.2%−76.5%
ANET Arista Networks, Inc.4 of 5−1.5%−36.6%−31.2%−31.2%−6.1%−36.6%————
SMCI Super Micro Computer, Inc.2 of 5−12.8%−31.2%−42.6%−45.6%−9.7%−32.4%−22.7%0.0%−64.3%—
HPE Hewlett Packard Enterprise Company3 of 5−7.2%−30.5%−45.3%−27.4%−9.6%—————
SIMO Silicon Motion Technology Corporation2 of 5−7.3%−38.1%−36.8%−40.2%−12.4%−19.2%−30.8%−1.5%−92.4%—
VIAV Viavi Solutions Inc.5 of 5−3.0%−27.2%−37.5%−26.5%−3.0%−27.6%−41.5%−4.5%−86.0%−98.8%
MSFT Microsoft Corporation4 of 5−2.0%−31.0%−27.7%−18.2%−7.4%−14.4%−14.1%−2.6%−57.9%−62.9%
NTAP NetApp, Inc.4 of 5−5.4%−34.3%−34.2%−36.6%−7.3%−38.4%−34.2%−4.7%−67.6%−96.2%
SILC Silicom Ltd.4 of 5−4.0%−35.4%−35.9%−26.5%−6.6%−25.1%−37.4%−1.8%−88.1%−98.3%
CSCO Cisco Systems, Inc.4 of 5−1.4%−35.4%−29.1%−17.5%−5.3%−22.8%−16.6%−3.1%−60.0%−89.3%
GOOG Alphabet Inc.4 of 5−3.9%−35.0%−30.8%−18.9%−9.9%−12.7%−21.1%−1.1%−65.3%—
AMZN Amazon.com, Inc.3 of 5−3.4%−39.6%−22.7%−33.2%−7.1%−30.6%−20.7%−2.9%−65.3%−91.8%
IBM International Business Machines Corporation4 of 5−2.0%−16.7%−37.3%−29.1%−6.3%−23.3%−14.6%−1.5%−44.3%−58.3%
NTNX Nutanix, Inc.1 of 5−7.0%−55.9%−66.6%−22.6%−4.0%—————
NVTS Navitas Semiconductor Corp0 of 2−8.6%−76.9%————————
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How closely does P move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares P with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than P's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
P This pageEverpure, Inc.135%110%1.231.40
DELL Dell Technologies Inc.154%43%3.591.13
STX Seagate Technology Holdings plc169%88%1.931.58
ANET Arista Networks, Inc.174%91%1.921.40
MU Micron Technology, Inc.204%114%1.791.75
NVDA NVIDIA Corporation248%140%1.771.83
MSFT Microsoft Corporation127%91%1.390.96
VIAV Viavi Solutions Inc.98%76%1.300.97
GOOG Alphabet Inc.132%110%1.201.12
HPE Hewlett Packard Enterprise Company116%102%1.141.31
SMCI Super Micro Computer, Inc.189%168%1.121.74
SIMO Silicon Motion Technology Corporation126%116%1.091.41
CSCO Cisco Systems, Inc.101%96%1.060.97
WDC Western Digital Corporation171%163%1.051.87
NTAP NetApp, Inc.147%147%1.001.38
AMZN Amazon.com, Inc.134%139%0.961.31
NTNX Nutanix, Inc.68%91%0.751.20
IBM International Business Machines Corporation89%121%0.730.95
SILC Silicom Ltd.72%125%0.581.16
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What diversifies P?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with P's. Because such investments tend not to fall at the same time, pairing P with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which P lost money. The last two columns show a portfolio that is 80% P and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe2022201680/20 mix volatility80/20 mix annual return
P Everpure, Inc. (this page)1.00+388%0.85−17.8%−27.4%50.0%+39.1%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF-0.06+119%1.48+3.8%—39.9%+36.9%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.35+225%1.34+6.0%+1.1%40.9%+38.7%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund-0.04+101%1.04+10.4%+29.8%39.9%+36.7%
HDV Dividend & IncomeiShares Core High Dividend ETF-0.05+83.3%1.00+7.1%+15.9%39.9%+35.9%
SMH TechnologyVanEck Semiconductor ETF0.47+323%0.97−33.5%+35.6%43.6%+40.8%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.25+85.0%0.96−5.1%+6.3%40.6%+35.9%
GLD CommoditiesSPDR Gold Shares-0.12+126%0.96−0.8%+8.0%39.7%+37.6%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.43+136%0.93−10.4%+7.4%41.9%+37.4%

Stocks

InvestmentCorrelation5Y returnSharpe2022201680/20 mix volatility80/20 mix annual return
P Everpure, Inc. (this page)1.00+388%0.85−17.8%−27.4%50.0%+39.1%
CAH Medical - DistributionCardinal Health, Inc.0.02+479%1.55+54.1%−17.5%40.4%+41.9%
CLS Hardware, Equipment & PartsCelestica Inc.0.47+3,143%1.47+1.3%+7.4%46.6%+54.3%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.34+1,636%1.46+17.0%+18.3%43.8%+50.9%
MCK Medical - DistributionMcKesson Corporation0.10+413%1.44+51.8%−28.3%40.8%+41.0%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.06+690%1.41+86.6%+0.7%40.9%+44.3%
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Common questions

What was P's worst drawdown?

P's deepest decline since it began trading in 2015 was 69.4%, from September 2018 to March 2020. It took 11 months from the low to climb back to its old high. Because P launched in October 2015, that record does not include the dot-com bust, the 2008 financial crisis or two other sell-offs.

What were P's best and worst years?

Over ten full calendar years, P's best year was 2024, when it returned 72.3%. Its worst was 2016, with a return of -27.4%.

Is there a better investment than P?

Among P's popular alternatives, ANET and STX earned more than P with less volatility over the past 5 years. ANET returned 49.0% a year at 49.0% volatility, against 37.3% a year at 55.0%. Looking beyond its popular alternatives, AVGO (semiconductors) and ASX (semiconductors) earned more than P with less volatility over the past 5 years. AVGO returned 48.3% a year at 44.5% volatility, against 37.3% a year at 55.0%.

Is P more volatile than the S&P 500?

Yes. P's volatility over the past 5 years was 55.0%, 3.2 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, P's return lands within 55.0% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is P's Sharpe ratio?

P's Sharpe ratio over the past 5 years was 0.85, against 0.79 for the S&P 500, so P earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is P with the S&P 500?

Over the past 5 years, P's monthly returns had a correlation of 0.44 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against P instead: the lower it is, the more that option would diversify a P holding.

What are the best alternatives to P?

Of the 20 popular alternatives we compared, two outperformed P in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: MU and DELL.

Did P outperform the S&P 500?

P finished ahead of the S&P 500 (SPY) in six of ten full calendar years. In 2025, it returned +9.1%, against +17.7% for the index.

How did P do in stock market crashes?

P fell less than the S&P 500 (SPY) in one of the five major crashes it has traded through, and further in four. The clearest case was the late-2018 sell-off, when P fell 45.0% and the S&P 500 fell 19.3%.

What diversifies P?

These had a low correlation with P over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation -0.06), DXJ (correlation 0.35) and EMLP (correlation -0.04); among large stocks, CAH (correlation 0.02), CLS (correlation 0.47) and FIX (correlation 0.34). A correlation near zero means the two have moved largely independently.

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