Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVGI (Commercial Vehicle Group, Inc.) | 230.56% | 247.45% | -21.58% | -16.20% | 0.95% | -7.05% | -6.90% | … | … |
Data as of 06/05/2026, Common starting date is 08/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVGI (Commercial Vehicle Group, Inc.) | 08/05/2004 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.57 | 247.45 | -21.58 | -16.20 | 0.95 | -7.05 | -6.90 | … | … | 230.56 | -39.52 | -66.62 | 2.94 | -15.51 | -6.82 | 36.22 | 11.40 | -46.68 | 93.31 | 100.36 | -58.56 | -8.39 | -11.45 | -9.18 | -44.37 | 171.29 | 544.09 | -93.59 | -33.49 | 16.08 | -13.97 | 66.64 |
| Sharpe Ratio | NA | 3.50 | -0.34 | -0.28 | 0.03 | NA | NA | … | … | 20.92 | -0.56 | -1.24 | -0.03 | -0.35 | -0.14 | 0.30 | -0.28 | -1.15 | 1.33 | 1.01 | -1.76 | -0.62 | -0.87 | -0.58 | -0.81 | 2.62 | 3.21 | -0.93 | -1.28 | -0.18 | -0.87 | 6.16 |
| Standard Deviation(%) | NA | 82.23 | 70.39 | 62.77 | 67.57 | NA | NA | … | … | 103.10 | 76.76 | 59.28 | 48.49 | 47.98 | 47.52 | 121.31 | 42.64 | 59.32 | 55.92 | 65.35 | 43.71 | 43.05 | 34.39 | 48.38 | 77.47 | 58.26 | 163.90 | 121.98 | 43.49 | 35.35 | 40.38 | 36.41 |
| Draw Down(%) | NA | 35.58 | 92.74 | 92.95 | 93.82 | NA | NA | … | … | 21.08 | 66.53 | 69.90 | 51.18 | 54.55 | 46.82 | 79.97 | 39.75 | 59.23 | 40.74 | 34.05 | 63.28 | 49.49 | 25.14 | 48.99 | 69.67 | 32.91 | 67.59 | 94.34 | 44.75 | 19.37 | 30.96 | 8.51 |
| 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 |
Data as of 06/05/2026, Common starting date is 08/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVGI (Commercial Vehicle Group, Inc.) |
-69.41%
Mar 2006 – Mar 2009 |
-31.71%
Mar 2011 – Mar 2016 |
-18.66%
Apr 2006 – Apr 2016 |
-15.82%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVGI (Commercial Vehicle Group, Inc.) |
181.05%
Mar 2009 – Mar 2012 |
75.36%
Mar 2009 – Mar 2014 |
30.15%
Mar 2009 – Mar 2019 |
17.81%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart