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
AVNW (Aviat Networks, Inc.) -9.49% -11.85% -14.55% -12.24% 18.92% -2.25% -7.96%
Data as of 06/04/2026, Common starting date is 05/19/1987
More Performance Analytics Comparison
Name Start Date End Date
AVNW (Aviat Networks, Inc.) 05/19/1987 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 1991 1990 1989 1988 1987
Annualized Return (%) 8.77 -11.85 -14.55 -12.24 18.92 -2.25 -7.96 -9.49 18.28 -45.44 4.71 -2.77 87.88 143.06 6.04 -12.66 9.69 49.68 -48.67 -33.63 -31.31 79.78 -63.91 -26.63 33.91 -69.10 245.76 34.92 58.41 -47.44 94.57 -71.59 -48.13 -36.00 242.47 -52.80 4.04 178.75 -51.52 -30.67 440.91 -50.00 -38.03 -40.83 25.00 43.28 4.69
Sharpe Ratio NA -0.31 -0.35 -0.30 0.28 NA NA -0.48 0.31 -0.81 0.01 -0.10 1.18 2.12 -0.51 -0.88 -0.15 0.24 -1.28 -0.84 -1.21 1.20 -1.36 -0.84 0.24 -0.99 1.48 0.22 0.66 -0.80 0.83 -0.72 -0.63 -0.53 2.52 -0.53 0.01 2.17 -0.84 -0.45 5.86 -0.60 -0.52 -0.53 0.41 0.91 0.05
Standard Deviation(%) NA 60.88 58.40 53.83 55.98 NA NA 81.51 50.16 64.82 41.57 42.48 74.37 67.00 33.93 38.70 63.79 63.85 52.61 61.98 41.17 51.70 60.62 53.78 64.63 89.62 152.13 58.80 56.67 84.04 90.44 127.27 112.22 112.26 94.76 105.27 78.58 79.66 65.85 74.83 74.31 86.68 80.47 87.16 46.61 42.00 76.56
Draw Down(%) NA 43.57 64.27 67.30 68.58 NA NA 43.57 38.14 64.27 35.56 27.58 33.29 49.66 20.22 34.29 45.22 35.63 51.32 56.71 47.47 31.05 74.57 56.04 55.86 81.25 29.14 54.45 47.50 75.29 37.99 88.93 71.84 75.03 38.10 89.02 50.49 32.88 53.33 70.17 45.60 59.60 66.87 67.15 38.52 17.53 43.37
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 05/19/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVNW (Aviat Networks, Inc.) -60.67%
Feb 2000 – Feb 2003
-48.80%
Apr 2000 – Apr 2005
-31.19%
Jun 2000 – Jun 2010
-27.70%
Apr 2000 – Apr 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVNW (Aviat Networks, Inc.) 100.90%
Mar 2020 – Mar 2023
60.97%
May 2016 – May 2021
20.44%
Feb 2016 – Feb 2026
3.45%
Oct 1992 – Oct 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return