Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMCO (Columbus McKinnon Corporation) | -61.86% | -61.32% | -23.76% | -15.25% | -3.65% | -0.30% | 0.03% | 0.38% |
Data as of 08/01/2025, AR inception is 02/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCO (Columbus McKinnon Corporation) | 02/28/1996 | 08/01/2025 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.74 | -61.32 | -23.76 | -15.25 | -3.65 | -0.30 | 0.03 | 0.38 | -61.86 | -3.85 | 21.12 | -29.26 | 20.95 | -3.26 | 33.63 | -24.23 | 48.65 | 44.48 | -32.12 | 3.79 | 64.29 | 30.18 | -37.55 | 48.65 | 0.15 | -58.15 | 55.19 | -4.37 | 153.52 | 0.35 | 126.18 | -62.73 | 18.23 | -10.33 | -42.79 | -24.77 | 57.36 | 4.22 |
| Sharpe Ratio | NA | -0.85 | -0.45 | -0.34 | -0.09 | NA | NA | -0.02 | -0.88 | -0.33 | 0.58 | -0.77 | 0.64 | -0.05 | 0.91 | -0.74 | 1.28 | 1.35 | -0.90 | 0.12 | 2.13 | 0.88 | -0.67 | 1.17 | 0.00 | -0.87 | 1.04 | -0.17 | 2.79 | -0.01 | 1.53 | -0.91 | 0.30 | -0.23 | -0.87 | -0.59 | 1.93 | 0.06 |
| Standard Deviation(%) | NA | 71.68 | 48.92 | 44.29 | 43.44 | NA | NA | 49.86 | 90.77 | 31.93 | 29.57 | 40.14 | 32.87 | 63.95 | 35.34 | 34.41 | 37.76 | 32.77 | 35.73 | 32.80 | 30.21 | 34.54 | 55.96 | 41.55 | 69.30 | 67.60 | 50.28 | 44.85 | 54.23 | 61.28 | 82.25 | 70.26 | 54.62 | 61.98 | 52.93 | 47.38 | 27.82 | 27.18 |
| Draw Down(%) | NA | 68.70 | 72.13 | 76.37 | 76.37 | NA | NA | 95.20 | 66.22 | 34.27 | 28.54 | 50.25 | 22.90 | 50.51 | 27.12 | 36.22 | 17.14 | 28.31 | 37.32 | 32.46 | 15.60 | 26.44 | 53.95 | 34.69 | 55.12 | 71.83 | 31.04 | 44.89 | 37.63 | 55.16 | 64.68 | 75.74 | 33.28 | 43.17 | 65.72 | 52.54 | 15.09 | 19.86 |
| Yield(%) | 0.00 | 0.76 | 0.86 | 0.79 | 1.03 | 1.03 | 0.81 | 0.92 | 0.38 | 0.73 | 0.86 | 0.58 | 0.62 | 0.61 | 0.78 | 0.46 | 0.58 | 0.87 | 0.58 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.55 | 2.80 | 1.53 | 1.10 | 1.78 | 1.70 |
Data as of 08/01/2025, AR inception is 02/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCO (Columbus McKinnon Corporation) |
-51.42%
Apr 2000 - Apr 2003 |
-43.28%
Apr 1998 - Apr 2003 |
-7.56%
Feb 1999 - Feb 2009 |
-3.10%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCO (Columbus McKinnon Corporation) |
159.05%
Apr 2003 - Apr 2006 |
80.66%
Mar 2003 - Mar 2008 |
28.42%
Apr 2003 - Apr 2013 |
23.59%
Apr 2003 - Apr 2018 |
Annualized Rolling Returns Comparison Chart