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
ARCB (ArcBest Corporation) 97.31% 130.50% 20.79% 16.48% 24.54% 14.57% 7.50%
Data as of 06/04/2026, Common starting date is 05/14/1992
More Performance Analytics Comparison
Name Start Date End Date
ARCB (ArcBest Corporation) 05/14/1992 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 1992
Annualized Return (%) 9.19 130.50 20.79 16.48 24.54 14.57 7.50 97.31 -19.96 -22.05 72.43 -41.25 182.09 56.55 -18.60 -3.42 30.93 31.39 -53.50 38.23 255.59 -49.95 -29.35 -6.38 0.08 39.78 -37.99 -16.42 -1.26 44.89 22.52 -9.85 57.38 52.60 105.35 -40.06 122.86 -44.44 -35.05 -22.40 3.31 8.04
Sharpe Ratio NA 2.30 0.28 0.20 0.45 NA NA 6.83 -0.43 -0.55 1.55 -0.81 3.74 0.91 -0.55 -0.10 0.59 0.65 -1.43 0.85 4.08 -0.95 -0.61 -0.15 0.00 0.50 -1.11 -0.56 -0.11 1.41 0.53 -0.21 1.05 0.71 1.67 -0.75 2.07 -0.67 -0.70 -0.68 0.03 0.22
Standard Deviation(%) NA 47.95 49.19 49.79 49.42 NA NA 50.60 53.48 46.39 44.92 52.65 48.69 61.69 36.34 49.73 51.37 47.66 37.49 45.02 62.65 53.09 47.85 44.49 59.34 76.83 37.31 35.75 32.17 31.13 41.48 51.53 53.29 68.00 61.14 57.94 57.20 71.56 55.48 37.54 42.70 48.24
Draw Down(%) NA 30.60 62.45 62.45 67.85 NA NA 24.77 44.27 38.46 26.23 44.14 40.55 43.79 38.66 35.55 46.63 35.93 55.63 32.30 22.90 70.55 46.05 41.95 47.11 53.90 47.94 28.92 31.62 25.55 19.70 40.24 39.24 31.65 23.24 59.04 28.71 54.11 47.12 32.80 50.00 36.97
Yield(%) 0.00 0.75 0.57 0.65 2.21 1.48 0.84 0.31 0.52 0.40 0.70 0.39 0.74 1.15 0.93 0.87 1.11 1.53 0.57 0.44 1.23 0.62 0.43 0.42 1.96 2.92 1.62 1.35 1.20 1.51 1.17 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 06/04/2026, Common starting date is 05/14/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARCB (ArcBest Corporation) -35.30%
Sep 2009 – Sep 2012
-23.68%
Sep 2007 – Sep 2012
-11.15%
Oct 2002 – Oct 2012
-3.95%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARCB (ArcBest Corporation) 75.24%
Mar 2020 – Mar 2023
45.80%
Dec 1996 – Dec 2001
27.02%
Nov 2012 – Nov 2022
16.08%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return