Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CULP (Culp, Inc.) -10.39% -23.68% -10.50% -27.12% -18.34% -4.44% -0.63% … …
Data as of 06/04/2026, Common starting date is 08/31/1983
More Performance Analytics Comparison
Name Start Date End Date
CULP (Culp, Inc.) 08/31/1983 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 1985 1984 1983
Annualized Return (%) 5.63 -23.68 -10.50 -27.12 -18.34 -4.44 -0.63 … … -10.39 -40.37 1.21 26.14 -50.38 -38.25 21.43 -26.71 -42.70 -8.34 48.42 20.19 9.94 37.12 77.70 -17.77 3.79 404.79 -71.60 35.10 7.46 -29.30 -37.80 28.34 123.82 90.00 -68.61 -19.84 -60.63 31.15 37.08 11.25 -40.00 257.14 -25.53 42.42 -7.04 7.58 26.92 -43.48 43.75 23.08 -58.73 23.53
Sharpe Ratio NA -0.81 -0.39 -0.80 -0.51 NA NA … … -0.83 -1.02 -0.16 0.71 -1.28 -0.95 0.33 -0.90 -1.25 -0.34 1.57 0.60 0.40 1.29 2.74 -0.40 0.07 5.71 -0.87 0.55 0.08 -0.95 -0.82 0.43 1.14 1.06 -1.02 -0.48 -1.09 0.79 0.77 0.14 -0.67 4.49 -0.41 0.64 -0.19 0.04 0.38 -0.90 0.73 0.27 -0.80 2.39
Standard Deviation(%) NA 37.05 37.06 37.63 39.32 NA NA … … 37.64 43.01 34.16 30.94 40.58 40.32 64.48 31.25 35.34 26.53 30.68 33.74 24.59 28.73 28.61 44.37 56.37 70.89 83.04 58.33 50.99 33.18 47.26 64.76 107.47 84.74 71.40 48.02 58.53 34.95 43.38 52.90 63.67 56.45 67.21 60.06 63.40 43.31 58.65 52.35 53.96 67.06 81.22 34.42
Draw Down(%) NA 42.58 58.63 83.77 91.69 NA NA … … 29.97 42.42 25.91 25.13 59.27 49.55 62.80 36.90 43.75 25.28 20.00 24.75 16.26 17.46 21.57 31.24 47.00 24.85 81.39 44.10 29.38 44.51 59.11 56.15 77.09 59.19 77.36 46.02 71.10 17.31 16.96 22.50 54.25 32.09 48.15 16.67 32.43 14.86 21.88 63.38 29.79 30.56 68.25 22.86
Yield(%) 0.00 0.00 0.00 0.56 0.82 2.71 3.54 … … 0.00 0.00 0.00 0.00 2.30 2.87 2.98 1.58 1.16 0.90 1.18 1.18 1.34 0.74 1.07 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.22 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 08/31/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULP (Culp, Inc.) -53.73%
Dec 1997 – Dec 2000 		-31.44%
Jun 2017 – Jun 2022 		-18.92%
Mar 2016 – Mar 2026 		-13.34%
Jan 1994 – Jan 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULP (Culp, Inc.) 76.07%
Dec 2000 – Dec 2003 		61.32%
Jan 2009 – Jan 2014 		27.64%
Jan 2009 – Jan 2019 		19.08%
Dec 2000 – Dec 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return