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
AMWD (American Woodmark Corporation) 2,513.97% 2,316.28% 182.25% 73.85% 33.10% 32.81% 21.04%
Data as of 05/29/2026, Common starting date is 07/18/1986
More Performance Analytics Comparison
Name Start Date End Date
AMWD (American Woodmark Corporation) 07/18/1986 05/29/2026
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
Annualized Return (%) 3,521.93 2,316.28 182.25 73.85 33.10 32.81 21.04 2,513.97 -32.29 -13.01 90.03 -25.06 -30.53 -10.20 87.70 -57.25 73.09 -5.91 97.77 2.30 42.09 103.66 -44.34 24.70 7.95 0.28 -56.56 68.82 -43.25 58.69 15.89 -11.63 241.61 -35.12 -29.20 55.68 55.75 222.86 -2.78 20.00 10.00 11.11 12.50 -55.56 -28.95 0.00 -25.49 -13.56
Sharpe Ratio NA 6.37 0.83 0.43 0.25 NA NA 517.17 -0.75 -0.53 2.21 -0.57 -0.81 -0.12 2.05 -1.94 1.46 -1.03 2.05 -0.49 0.63 1.69 -0.99 0.14 -0.17 -0.25 -1.85 1.15 -1.33 1.20 -0.09 -0.74 3.67 -0.91 -0.63 1.14 0.79 3.00 -0.12 0.25 0.10 0.07 0.08 -0.73 -0.82 -0.13 -0.57 -0.52
Standard Deviation(%) NA 363.29 211.99 166.43 123.28 NA NA 567.26 45.73 36.93 39.32 46.61 37.56 89.80 31.41 40.68 37.07 38.75 38.74 32.92 37.40 51.00 63.36 44.09 62.48 76.46 42.51 40.54 48.26 32.66 38.90 42.69 61.79 64.20 51.66 45.75 65.91 72.12 57.23 67.55 77.31 126.75 115.78 83.33 42.43 36.38 51.77 59.55
Draw Down(%) NA 50.83 66.74 66.74 75.55 NA NA 50.22 42.28 24.59 20.30 37.78 46.42 69.18 22.52 61.61 21.79 27.41 12.67 31.65 19.50 18.05 56.17 40.41 28.29 53.45 59.79 26.20 48.38 22.68 29.06 40.98 45.34 41.21 56.97 31.25 48.84 22.08 35.42 40.00 30.00 50.00 33.33 70.59 53.64 20.00 62.04 32.20
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.03 0.25 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 0.72 1.75 2.12 1.97 0.73 0.73 0.28 0.40 0.43 0.37 1.25 0.85 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 05/29/2026, Common starting date is 07/18/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMWD (American Woodmark Corporation) -37.98%
Jul 1989 – Jul 1992
-28.70%
Aug 1987 – Aug 1992
-7.18%
Feb 2002 – Feb 2012
2.11%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMWD (American Woodmark Corporation) 111.56%
Jan 1996 – Jan 1999
56.49%
Nov 1993 – Nov 1998
37.21%
Aug 1992 – Aug 2002
25.76%
Dec 1991 – Dec 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return