Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALG (Alamo Group Inc.) | -9.31% | -25.32% | -3.35% | 0.57% | 9.93% | 13.93% | 11.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/19/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALG (Alamo Group Inc.) | 03/19/1993 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -25.32 | -3.35 | 0.57 | 9.93 | 13.93 | 11.28 | … | … | -9.31 | -9.12 | -11.07 | 49.19 | -3.27 | 7.09 | 10.41 | 63.18 | -31.19 | 49.01 | 46.97 | 8.23 | -19.73 | 87.25 | 22.16 | -2.25 | 64.03 | 16.89 | -16.42 | -22.00 | 15.69 | -23.70 | 80.55 | 26.97 | -12.51 | 10.97 | 30.05 | -6.99 | -45.92 | 29.49 | -2.55 | 14.16 | 4.95 | 30.84 |
| Sharpe Ratio | NA | -0.86 | -0.23 | -0.08 | 0.27 | NA | NA | … | … | -0.60 | -0.44 | -0.51 | 1.49 | -0.17 | 0.27 | 0.20 | 1.92 | -1.22 | 2.41 | 1.75 | 0.23 | -0.51 | 2.98 | 0.79 | -0.05 | 1.32 | 0.23 | -0.24 | -0.81 | 0.39 | -0.71 | 2.90 | 1.52 | -0.48 | 0.42 | 0.99 | -0.25 | -1.34 | 1.00 | -0.24 | 0.37 | 0.04 | 0.75 |
| Standard Deviation(%) | NA | 31.99 | 30.63 | 29.52 | 31.34 | NA | NA | … | … | 41.43 | 27.36 | 28.71 | 30.88 | 27.91 | 26.57 | 51.24 | 32.18 | 26.86 | 20.12 | 26.68 | 35.21 | 38.96 | 29.26 | 28.15 | 43.88 | 48.54 | 72.97 | 72.28 | 31.14 | 31.85 | 36.52 | 27.41 | 17.29 | 28.47 | 20.40 | 26.04 | 41.51 | 36.72 | 25.61 | 25.67 | 27.41 | 50.24 | 51.09 |
| Draw Down(%) | NA | 36.30 | 36.30 | 36.30 | 42.47 | NA | NA | … | … | 32.46 | 31.99 | 27.87 | 19.80 | 31.08 | 17.31 | 42.47 | 17.48 | 38.25 | 8.85 | 9.03 | 30.92 | 36.60 | 12.59 | 19.31 | 30.65 | 27.24 | 44.53 | 58.14 | 37.29 | 21.26 | 35.77 | 21.92 | 9.19 | 32.34 | 17.60 | 13.85 | 44.00 | 49.25 | 21.00 | 28.67 | 16.38 | 38.43 | 27.69 |
| Yield(%) | 0.00 | 0.63 | 0.65 | 0.63 | 1.15 | 2.43 | 2.34 | … | … | 0.40 | 0.67 | 0.50 | 0.63 | 0.48 | 0.41 | 0.41 | 0.63 | 0.39 | 0.52 | 0.71 | 0.65 | 0.49 | 0.82 | 0.87 | 0.85 | 1.34 | 1.53 | 1.34 | 1.03 | 1.15 | 0.85 | 1.55 | 1.93 | 1.68 | 1.79 | 2.37 | 2.85 | 1.93 | 2.37 | 2.16 | 2.46 | 2.34 | 1.96 |
Data as of 06/04/2026, Common starting date is 03/19/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALG (Alamo Group Inc.) |
-22.00%
Mar 1996 – Mar 1999 |
-12.41%
Mar 1994 – Mar 1999 |
0.02%
Dec 1997 – Dec 2007 |
-1.35%
Jun 1994 – Jun 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALG (Alamo Group Inc.) |
47.58%
Jun 2009 – Jun 2012 |
41.22%
Jun 2009 – Jun 2014 |
26.70%
Jun 2009 – Jun 2019 |
23.50%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart