Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVR (Chicago Rivet & Machine Co.) | -25.37% | -23.60% | -23.28% | -14.90% | -6.89% | -0.30% | -0.90% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVR (Chicago Rivet & Machine Co.) | 02/28/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.60 | -23.60 | -23.28 | -14.90 | -6.89 | -0.30 | -0.90 | … | … | -25.37 | -11.27 | -4.80 | -39.01 | 12.51 | 18.83 | -9.31 | -14.38 | 1.60 | -21.93 | 86.17 | -22.18 | -4.27 | 74.26 | 19.12 | 0.90 | 26.19 | 23.15 | -37.68 | -1.23 | 8.59 | -24.25 | 3.52 | 24.13 | 3.87 | 39.81 | -22.55 | -4.97 | -6.81 | 86.77 | 12.89 | 18.41 | -1.64 | 15.11 | 15.96 |
| Sharpe Ratio | NA | -0.40 | -0.54 | -0.41 | -0.21 | NA | NA | … | … | -1.04 | -0.22 | -0.18 | -1.20 | 0.41 | 0.53 | -0.17 | -0.54 | 0.01 | -0.61 | 2.79 | -0.61 | -0.14 | 1.85 | 0.72 | 0.03 | 0.73 | 0.46 | -1.04 | -0.17 | 0.24 | -1.71 | 0.18 | 1.80 | 0.13 | 2.20 | -1.02 | -0.20 | -0.28 | 2.03 | 0.51 | 0.71 | -0.20 | 0.89 | 0.95 |
| Standard Deviation(%) | NA | 60.24 | 53.37 | 45.30 | 41.85 | NA | NA | … | … | 59.36 | 65.20 | 46.32 | 35.83 | 27.37 | 35.68 | 57.45 | 29.39 | 20.06 | 37.36 | 30.75 | 36.41 | 30.36 | 40.18 | 26.88 | 31.71 | 35.76 | 50.17 | 37.02 | 25.77 | 21.28 | 15.53 | 14.06 | 13.00 | 20.22 | 17.32 | 26.26 | 41.35 | 36.57 | 40.68 | 18.01 | 20.31 | 23.41 | 14.52 | 17.71 |
| Draw Down(%) | NA | 37.54 | 66.89 | 70.66 | 77.72 | NA | NA | … | … | 35.06 | 47.04 | 24.99 | 48.02 | 14.08 | 18.43 | 32.72 | 18.36 | 14.07 | 44.90 | 7.30 | 34.96 | 32.61 | 32.30 | 13.42 | 18.17 | 15.30 | 22.84 | 49.90 | 19.90 | 13.73 | 36.48 | 17.75 | 9.50 | 19.42 | 9.60 | 26.86 | 31.08 | 54.07 | 34.61 | 12.83 | 17.06 | 19.05 | 7.34 | 8.55 |
| Yield(%) | 0.00 | 0.88 | 0.95 | 1.88 | 2.58 | 4.64 | 3.25 | … | … | 0.21 | 0.77 | 1.97 | 2.23 | 3.30 | 3.94 | 2.02 | 3.08 | 3.57 | 2.77 | 4.08 | 3.12 | 3.30 | 3.28 | 5.26 | 2.90 | 2.94 | 4.07 | 4.35 | 3.16 | 3.79 | 3.18 | 2.66 | 4.22 | 3.78 | 5.75 | 4.65 | 4.24 | 3.96 | 5.25 | 5.30 | 6.83 | 5.54 | 5.50 | 5.27 |
Data as of 06/04/2026, Common starting date is 02/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVR (Chicago Rivet & Machine Co.) |
-29.37%
Oct 2022 – Oct 2025 |
-16.21%
May 2021 – May 2026 |
-7.87%
Mar 2015 – Mar 2025 |
-1.67%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVR (Chicago Rivet & Machine Co.) |
54.12%
Mar 1995 – Mar 1998 |
36.49%
Mar 1993 – Mar 1998 |
14.94%
Mar 1992 – Mar 2002 |
9.22%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart