Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTX (Altex Industries Inc) | -14.81% | -30.30% | 15.31% | 15.90% | 9.84% | 1.65% | 0.22% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTX (Altex Industries Inc) | 04/08/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.30 | 15.31 | 15.90 | 9.84 | 1.65 | 0.22 | … | … | -14.81 | -3.45 | 42.11 | 90.00 | -16.67 | -17.24 | 79.01 | 8.00 | -3.85 | -2.50 | 31.15 | -23.75 | -13.98 | 1.09 | 2.22 | -35.71 | 15.70 | 0.83 | -46.67 | -8.16 | 16.67 | 82.61 | 27.78 | 73.08 | -42.22 | 26.76 | 42.00 | 25.00 | -46.67 | 25.00 | 20.00 | 0.00 | -37.50 |
| Sharpe Ratio | NA | -0.16 | 0.12 | 0.05 | 0.10 | NA | NA | … | … | -0.23 | -0.04 | 0.45 | 0.65 | -0.21 | -0.08 | 0.94 | -0.17 | -0.65 | -0.30 | -0.03 | -0.72 | -0.34 | -0.18 | -0.10 | -0.57 | -0.02 | -0.12 | -0.88 | -0.55 | -0.07 | 0.36 | 0.06 | 0.33 | -0.27 | 0.04 | 0.07 | 0.14 | -0.31 | 0.19 | 0.08 | -0.03 | -0.39 |
| Standard Deviation(%) | NA | 149.41 | 123.96 | 128.76 | 113.26 | NA | NA | … | … | 149.86 | 143.35 | 78.94 | 134.09 | 84.67 | 207.01 | 83.24 | 92.23 | 39.00 | 73.09 | 104.25 | 59.11 | 95.09 | 98.21 | 167.85 | 94.71 | 138.78 | 142.36 | 75.30 | 55.34 | 83.67 | 168.85 | 141.42 | 161.07 | 225.54 | 129.37 | 277.34 | 160.12 | 160.72 | 115.44 | 216.38 | 148.37 | 130.08 |
| Draw Down(%) | NA | 62.50 | 62.50 | 62.50 | 64.82 | NA | NA | … | … | 43.75 | 47.92 | 33.33 | 33.33 | 41.67 | 54.77 | 33.64 | 43.00 | 16.67 | 26.26 | 35.79 | 35.56 | 45.71 | 36.15 | 62.11 | 55.56 | 53.75 | 46.67 | 52.17 | 23.64 | 30.00 | 61.90 | 52.94 | 53.85 | 61.36 | 62.86 | 82.35 | 58.33 | 87.88 | 40.00 | 57.14 | 44.44 | 50.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 04/08/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTX (Altex Industries Inc) |
-32.49%
Apr 2006 – Apr 2009 |
-21.59%
Jun 1998 – Jun 2003 |
-15.78%
Aug 2005 – Aug 2015 |
-9.25%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTX (Altex Industries Inc) |
97.01%
Aug 2002 – Aug 2005 |
40.99%
Aug 2000 – Aug 2005 |
22.80%
Aug 1995 – Aug 2005 |
8.71%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart