Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLFD (Clearfield, Inc.) | 52.62% | 13.12% | 3.45% | 0.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLFD (Clearfield, Inc.) | 09/03/2020 | 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 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.73 | 13.12 | 3.45 | 0.91 | NA | NA | NA | … | … | 52.62 | -2.68 | 7.02 | -69.11 | 11.51 | 241.50 | 17.77 | 40.52 | -19.02 | -40.82 | 54.36 | 8.94 | -39.18 | 350.78 | -41.00 | 87.90 | 55.77 | 150.00 | 2.97 | -29.37 | 5.93 | -34.78 | -6.33 | 46.36 | -51.45 | -52.15 | -58.06 | 217.95 | -36.07 | 52.50 | -13.04 | 64.29 | -15.15 | 29.41 | -32.89 | -5.00 | -31.03 | 81.25 | 45.45 | 46.67 | 25.00 |
| Sharpe Ratio | NA | 0.39 | 0.07 | 0.04 | 0.05 | NA | NA | … | … | 3.51 | -0.11 | 0.01 | -1.40 | 0.14 | 4.17 | 1.37 | 0.47 | -0.91 | -1.71 | 0.56 | -0.19 | -0.95 | 6.19 | -1.36 | 1.10 | 0.65 | 1.39 | -0.14 | -0.73 | -0.22 | -0.71 | -0.30 | 0.37 | -0.63 | -0.82 | -0.52 | 1.94 | -0.96 | 0.69 | -0.23 | 0.68 | -0.24 | 0.26 | -0.61 | -0.37 | -1.99 | 2.10 | 1.04 | 0.77 | 2.72 |
| Standard Deviation(%) | NA | 57.78 | 49.92 | 56.99 | 49.57 | NA | NA | … | … | 63.56 | 51.64 | 44.75 | 52.60 | 74.48 | 57.98 | 47.57 | 36.88 | 44.82 | 35.30 | 36.09 | 49.88 | 60.95 | 53.70 | 44.05 | 63.30 | 57.23 | 94.76 | 114.19 | 70.50 | 76.32 | 78.81 | 87.67 | 73.94 | 113.35 | 90.09 | 157.45 | 110.79 | 41.14 | 70.98 | 71.89 | 88.59 | 75.85 | 105.61 | 57.34 | 23.85 | 18.15 | 35.93 | 38.91 | 55.43 | 26.39 |
| Draw Down(%) | NA | 42.66 | 54.04 | 82.52 | 66.39 | NA | NA | … | … | 21.04 | 38.62 | 36.96 | 76.75 | 44.42 | 24.57 | 15.71 | 34.91 | 40.54 | 46.71 | 18.95 | 39.09 | 57.61 | 26.98 | 48.09 | 36.82 | 35.34 | 63.22 | 59.89 | 55.09 | 45.74 | 50.23 | 63.47 | 34.21 | 73.38 | 83.32 | 89.45 | 59.87 | 45.16 | 19.44 | 34.62 | 31.82 | 36.36 | 30.77 | 50.00 | 20.00 | 31.03 | 29.41 | 29.63 | 37.93 | 14.71 |
| 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFD (Clearfield, Inc.) |
-39.35%
Nov 2022 – Nov 2025 |
-3.40%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFD (Clearfield, Inc.) |
6.48%
May 2023 – May 2026 |
11.02%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart