Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMT (Core Molding Technologies, Inc.) | 0.60% | -9.81% | 13.57% | 29.32% | -1.25% | 21.71% | 13.10% | 6.63% |
Data as of 07/31/2025, AR inception is 09/16/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMT (Core Molding Technologies, Inc.) | 09/16/1988 | 07/31/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | -9.81 | 13.57 | 29.32 | -1.25 | 21.71 | 13.10 | 6.63 | 0.60 | -10.90 | 42.65 | 52.64 | -39.56 | 333.23 | -54.29 | -67.24 | 26.83 | 33.36 | -8.36 | 2.19 | 106.95 | -18.17 | 40.45 | 100.70 | 10.38 | -63.17 | -26.84 | 26.14 | 176.17 | -5.14 | 165.45 | -25.17 | 96.00 | -67.57 | -33.93 | -5.08 | 63.89 | 100.00 | 20.00 | -31.82 | -73.17 | -45.33 | 36.36 | 0.00 | -19.12 | -15.00 |
| Sharpe Ratio | NA | -0.21 | 0.34 | 0.59 | -0.03 | NA | NA | 0.06 | 0.21 | -0.41 | 0.66 | 1.14 | -0.83 | 2.85 | -1.06 | -1.60 | 0.21 | -0.01 | -0.45 | -0.53 | 3.02 | -1.41 | 0.45 | 1.33 | -0.11 | -1.34 | -1.23 | 0.05 | 1.64 | -0.38 | 1.97 | -0.40 | 0.47 | -1.31 | -0.11 | 0.38 | 0.27 | 1.09 | -0.52 | -0.29 | -0.82 | -0.75 | 0.90 | 0.00 | -0.54 | -1.40 |
| Standard Deviation(%) | NA | 36.85 | 48.04 | 51.97 | 62.39 | NA | NA | 76.88 | 32.21 | 43.44 | 58.34 | 45.21 | 47.89 | 115.93 | 72.91 | 55.38 | 36.36 | 55.20 | 60.32 | 30.78 | 29.32 | 26.21 | 48.98 | 61.51 | 74.32 | 61.49 | 40.03 | 69.92 | 94.72 | 65.76 | 74.35 | 111.87 | 164.31 | 104.29 | 81.22 | 73.41 | 63.53 | 92.64 | 80.87 | 104.74 | 88.96 | 59.86 | 40.38 | 33.47 | 35.18 | 30.71 |
| Draw Down(%) | NA | 30.20 | 55.95 | 55.95 | 95.45 | NA | NA | 96.21 | 21.04 | 27.22 | 45.80 | 34.67 | 52.55 | 69.34 | 68.08 | 70.51 | 15.49 | 28.94 | 60.81 | 22.48 | 7.94 | 33.91 | 32.09 | 28.03 | 58.68 | 73.25 | 32.70 | 41.24 | 66.77 | 42.96 | 28.63 | 56.33 | 56.76 | 70.73 | 60.00 | 70.09 | 31.03 | 46.67 | 40.74 | 54.17 | 80.95 | 66.85 | 24.24 | 14.52 | 26.39 | 18.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.25 | 0.12 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.60 | 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 07/31/2025, AR inception is 09/16/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMT (Core Molding Technologies, Inc.) |
-59.60%
Aug 1991 - Aug 1994 |
-38.13%
Mar 2015 - Mar 2020 |
-21.67%
Oct 1991 - Oct 2001 |
-7.21%
Nov 1988 - Nov 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMT (Core Molding Technologies, Inc.) |
172.53%
May 2012 - May 2015 |
122.52%
Mar 2009 - Mar 2014 |
41.67%
Oct 2004 - Oct 2014 |
37.52%
Dec 2002 - Dec 2017 |
Annualized Rolling Returns Comparison Chart