Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIX (CompX International Inc.) | -9.84% | 16.15% | 10.19% | 17.81% | 11.52% | 8.49% | 5.36% | 3.53% |
Data as of 08/05/2025, AR inception is 03/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIX (CompX International Inc.) | 03/06/1998 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 16.15 | 10.19 | 17.81 | 11.52 | 8.49 | 5.36 | 3.53 | -9.84 | 14.73 | 43.62 | -7.98 | 64.46 | 0.30 | 9.19 | 3.80 | -16.20 | 43.67 | -4.01 | -12.60 | 0.54 | 0.88 | 32.86 | 59.17 | 54.58 | -61.14 | -25.32 | 29.72 | -0.06 | 160.32 | -22.06 | -32.34 | 49.99 | -49.91 | -30.33 | 10.18 |
| Sharpe Ratio | NA | 0.00 | 0.08 | 0.27 | 0.18 | NA | NA | 0.04 | -0.43 | 0.13 | 0.86 | -0.21 | 1.19 | 0.00 | 0.19 | 0.06 | -0.35 | 0.94 | -0.14 | -0.30 | 0.01 | 0.02 | 0.87 | 1.00 | 0.89 | -0.77 | -0.55 | 0.72 | -0.09 | 4.56 | -0.65 | -0.75 | 1.38 | -1.38 | -1.05 | 0.28 |
| Standard Deviation(%) | NA | 67.00 | 63.57 | 58.32 | 53.22 | NA | NA | 48.13 | 56.04 | 83.55 | 46.67 | 44.11 | 54.27 | 65.00 | 41.55 | 41.54 | 48.83 | 46.03 | 29.90 | 42.42 | 45.49 | 41.50 | 37.64 | 59.28 | 60.99 | 80.13 | 52.26 | 36.49 | 26.89 | 34.95 | 35.19 | 44.47 | 35.05 | 39.22 | 32.16 | 32.80 |
| Draw Down(%) | NA | 39.23 | 43.85 | 43.85 | 43.85 | NA | NA | 79.52 | 24.97 | 43.85 | 32.75 | 37.90 | 23.53 | 37.85 | 19.45 | 22.55 | 20.71 | 28.61 | 13.03 | 38.22 | 36.11 | 40.67 | 26.99 | 38.03 | 23.00 | 65.67 | 41.89 | 19.74 | 21.03 | 17.58 | 39.79 | 45.96 | 33.21 | 60.99 | 54.14 | 41.14 |
| Yield(%) | 0.00 | 14.54 | 10.47 | 11.96 | 8.18 | 6.40 | 3.81 | 2.46 | 2.33 | 12.31 | 5.56 | 11.96 | 5.61 | 2.78 | 2.06 | 1.50 | 1.30 | 1.75 | 1.65 | 1.47 | 1.75 | 3.29 | 4.33 | 6.65 | 9.47 | 3.54 | 2.46 | 3.18 | 3.04 | 1.95 | 1.49 | 4.00 | 3.97 | 2.72 | 0.00 | 0.00 |
Data as of 08/05/2025, AR inception is 03/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIX (CompX International Inc.) |
-35.28%
Aug 2000 - Aug 2003 |
-25.61%
Apr 1998 - Apr 2003 |
-12.26%
Dec 1998 - Dec 2008 |
-1.27%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIX (CompX International Inc.) |
55.46%
Feb 2009 - Feb 2012 |
27.23%
Jul 2008 - Jul 2013 |
17.15%
Jul 2003 - Jul 2013 |
16.82%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart