Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACU (Acme United Corporation) 9.31% 11.90% 22.47% 2.47% 11.18% 13.14% 7.56%
Data as of 06/05/2026, Common starting date is 09/07/1984
More Performance Analytics Comparison
Name Start Date End Date
ACU (Acme United Corporation) 09/07/1984 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 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return (%) 3.63 11.90 22.47 2.47 11.18 13.14 7.56 9.31 9.67 -11.61 100.21 -33.82 13.46 29.41 71.42 -37.85 -6.98 50.24 -11.21 36.92 37.32 20.16 2.39 5.59 33.64 -49.85 -0.10 4.07 -10.50 192.21 43.62 -3.59 38.67 150.00 -50.00 -62.50 9.09 41.94 19.23 -23.53 -25.43 -17.85 42.48 31.21 -31.25 9.09 -33.33 -28.26 17.95 -12.36
Sharpe Ratio NA 0.10 0.39 -0.01 0.21 NA NA 0.40 0.20 -0.35 1.90 -1.04 0.30 0.59 1.60 -0.83 -0.20 1.45 -0.49 1.87 1.68 0.94 0.10 0.19 0.81 -1.19 -0.15 0.03 -0.26 4.88 1.13 -0.11 0.64 1.74 -0.53 -1.18 0.12 0.83 0.33 -0.58 -0.68 -0.49 0.92 0.58 -1.04 0.13 -1.08 -1.21 0.53 -1.30
Standard Deviation(%) NA 31.91 42.59 40.24 42.19 NA NA 28.86 33.62 44.02 51.30 34.03 44.59 48.81 43.84 47.51 38.65 34.44 22.95 19.71 22.15 21.63 23.87 29.14 41.26 42.76 22.05 24.81 48.85 39.21 38.03 44.97 57.87 83.65 101.42 56.02 43.90 45.42 46.36 46.13 40.36 40.83 41.64 43.89 35.79 32.04 34.76 26.80 23.55 31.44
Draw Down(%) NA 20.05 32.71 51.48 52.47 NA NA 11.95 20.05 32.71 31.71 37.53 33.16 27.43 16.54 43.39 25.06 21.91 18.56 8.80 8.10 13.90 15.81 21.28 23.37 57.58 12.06 15.63 36.14 14.40 18.88 34.26 28.57 37.70 60.00 68.93 29.23 24.24 32.35 32.35 36.94 33.71 28.07 43.93 38.46 29.23 43.24 45.83 18.68 24.44
Yield(%) 0.00 1.61 2.43 1.38 2.83 4.86 2.56 0.80 1.69 1.41 2.58 1.61 1.70 1.99 3.21 1.91 1.77 2.32 1.82 2.21 2.02 3.68 2.58 2.28 2.72 1.22 1.04 0.86 0.69 0.74 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.89 2.81 3.32 3.76 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACU (Acme United Corporation) -41.08%
Dec 1996 – Dec 1999
-19.12%
Dec 1994 – Dec 1999
-12.52%
Nov 1989 – Nov 1999
-13.27%
Nov 1984 – Nov 1999
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACU (Acme United Corporation) 70.45%
Jul 2002 – Jul 2005
69.59%
Dec 1999 – Dec 2004
25.00%
Nov 1999 – Nov 2009
22.64%
Dec 1999 – Dec 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return