Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXL (American Axle & Manufacturing) | -11.23% | 78.37% | -8.35% | -9.88% | -8.71% | -4.95% | -4.72% | … | … |
Data as of 04/07/2026, Common starting date is 01/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXL (American Axle & Manufacturing) | 01/29/1999 | 04/07/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.05 | 78.37 | -8.35 | -9.88 | -8.71 | -4.95 | -4.72 | … | … | -11.23 | 10.81 | -33.48 | 12.66 | -16.18 | 11.87 | -22.49 | -3.06 | -34.82 | -11.76 | 1.90 | -16.16 | 10.46 | 82.59 | 13.25 | -23.09 | 60.35 | 177.51 | -84.48 | -1.95 | 3.60 | -40.22 | -24.15 | 72.59 | 9.54 | 169.35 | -34.54 | -26.52 |
| Sharpe Ratio | NA | 1.36 | -0.22 | -0.23 | -0.17 | NA | NA | … | … | -0.57 | 0.15 | -1.00 | 0.19 | -0.26 | 0.22 | -0.21 | -0.45 | -1.12 | -0.95 | -0.62 | -1.22 | -0.30 | 1.91 | -0.12 | -0.69 | 0.70 | 0.72 | -0.75 | -0.54 | -0.45 | -1.71 | -1.75 | 1.81 | -0.19 | 2.35 | -1.17 | -0.82 |
| Standard Deviation(%) | NA | 55.78 | 48.71 | 52.63 | 59.02 | NA | NA | … | … | 69.06 | 53.25 | 40.39 | 45.40 | 66.80 | 54.58 | 105.82 | 58.71 | 50.22 | 32.84 | 52.05 | 28.35 | 26.58 | 33.54 | 43.14 | 59.91 | 59.28 | 221.43 | 138.64 | 44.87 | 41.97 | 35.76 | 25.03 | 29.43 | 53.67 | 64.62 | 49.32 | 38.61 |
| Draw Down(%) | NA | 42.44 | 67.44 | 75.91 | 87.08 | NA | NA | … | … | 42.44 | 48.25 | 37.00 | 36.52 | 41.67 | 38.29 | 75.02 | 64.50 | 47.17 | 35.90 | 37.96 | 28.42 | 22.46 | 16.86 | 35.44 | 56.78 | 40.97 | 89.97 | 95.54 | 39.13 | 29.70 | 41.72 | 35.99 | 24.39 | 43.49 | 53.71 | 65.07 | 29.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | … | … | 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 | 1.87 | 3.23 | 3.22 | 2.01 | 1.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/07/2026, Common starting date is 01/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXL (American Axle & Manufacturing) |
-60.53%
Apr 2006 – Apr 2009 |
-51.13%
Feb 2004 – Feb 2009 |
-23.12%
Feb 1999 – Feb 2009 |
-11.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXL (American Axle & Manufacturing) |
130.50%
Feb 2009 – Feb 2012 |
83.46%
Feb 2009 – Feb 2014 |
32.99%
Feb 2009 – Feb 2019 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart