Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COPLX (COPLEY FUND INC /NV/ COPLEY FUND INC /NV/) | 7.86% | 22.83% | 17.91% | 9.48% | 11.23% | 11.13% | 8.26% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COPLX (COPLEY FUND INC /NV/ COPLEY FUND INC /NV/) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 22.83 | 17.91 | 9.48 | 11.23 | 11.13 | 8.26 | … | … | 7.86 | 17.28 | 19.15 | 17.33 | -15.21 | 18.39 | 1.09 | 25.59 | 15.65 | 9.68 | 15.55 | -1.98 | 14.24 | 18.08 | 4.89 | 12.96 | 7.14 | 2.36 | -15.61 | -10.83 | 19.70 | 5.89 | 12.99 | 14.31 | -13.93 | -9.30 | 22.49 | -6.86 | 13.69 | 25.07 | 7.64 |
| Sharpe Ratio | NA | 1.91 | 1.16 | 0.49 | 0.58 | NA | NA | … | … | 1.30 | 0.87 | 1.24 | 1.20 | -0.90 | 1.29 | 0.03 | 2.70 | 0.81 | 1.57 | 1.45 | -0.16 | 1.53 | 2.03 | 0.63 | 0.94 | 0.69 | 0.16 | -0.63 | -0.46 | 1.69 | 0.32 | 1.40 | 1.14 | -0.76 | -0.92 | 1.16 | -0.83 | 0.87 | 2.06 | 1.46 |
| Standard Deviation(%) | NA | 10.41 | 12.84 | 14.04 | 16.56 | NA | NA | … | … | 11.86 | 16.88 | 10.23 | 10.99 | 18.51 | 14.21 | 33.83 | 8.94 | 17.75 | 5.77 | 10.61 | 12.67 | 9.30 | 8.90 | 7.73 | 13.68 | 10.29 | 14.05 | 26.14 | 29.89 | 9.77 | 11.46 | 8.60 | 11.92 | 19.74 | 12.88 | 15.87 | 12.14 | 11.95 | 10.42 | 7.77 |
| Draw Down(%) | NA | 7.88 | 18.21 | 20.23 | 36.61 | NA | NA | … | … | 7.88 | 18.21 | 6.48 | 8.90 | 20.00 | 5.42 | 36.61 | 3.44 | 9.68 | 2.92 | 7.94 | 11.65 | 5.27 | 5.79 | 6.84 | 10.47 | 6.80 | 18.02 | 24.72 | 24.01 | 5.04 | 9.52 | 7.19 | 12.25 | 26.71 | 12.28 | 11.25 | 10.22 | 8.85 | 6.84 | 4.10 |
| 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 | 0.09 | 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 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COPLX (COPLEY FUND INC /NV/ COPLEY FUND INC /NV/) |
-12.43%
May 2007 – May 2010 |
-3.25%
May 2007 – May 2012 |
0.21%
May 1999 – May 2009 |
3.27%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COPLX (COPLEY FUND INC /NV/ COPLEY FUND INC /NV/) |
19.65%
Jan 2017 – Jan 2020 |
14.08%
Jan 2015 – Jan 2020 |
13.08%
Jan 2010 – Jan 2020 |
11.19%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart