Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVV (CVD Equipment Corporation) | 79.61% | 59.48% | -8.90% | 4.71% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVV (CVD Equipment Corporation) | 09/03/2020 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.88 | 59.48 | -8.90 | 4.71 | NA | NA | NA | … | … | 79.61 | -31.14 | -8.35 | -19.60 | 33.41 | 13.77 | 32.48 | -9.30 | -69.45 | 33.87 | -13.89 | -29.95 | -1.03 | 51.46 | -20.20 | 67.08 | 73.49 | 33.87 | -21.52 | -30.70 | 95.88 | 112.41 | 5.38 | -23.08 | -38.77 | -28.77 | 47.62 |
| Sharpe Ratio | NA | 0.89 | -0.09 | 0.06 | -0.46 | NA | NA | … | … | 2.91 | -0.50 | -0.27 | -0.26 | 0.57 | 0.20 | 0.94 | -0.76 | -2.05 | 0.44 | -0.97 | -1.10 | -0.40 | 0.61 | -0.78 | 0.66 | 0.83 | 0.20 | -0.60 | -0.87 | 0.97 | 0.50 | -0.15 | -0.47 | -0.57 | -0.73 | 0.25 |
| Standard Deviation(%) | NA | 103.09 | 79.21 | 75.79 | 53.83 | NA | NA | … | … | 136.26 | 69.31 | 54.94 | 94.17 | 56.30 | 69.55 | 145.79 | 42.67 | 44.41 | 33.10 | 49.35 | 44.25 | 48.27 | 54.39 | 50.32 | 73.58 | 65.95 | 78.15 | 68.41 | 61.08 | 76.37 | 184.62 | 92.13 | 91.00 | 102.14 | 69.86 | 126.47 |
| Draw Down(%) | NA | 41.09 | 70.70 | 83.44 | 89.52 | NA | NA | … | … | 41.09 | 46.15 | 53.76 | 73.39 | 29.80 | 43.88 | 37.46 | 33.55 | 70.65 | 17.76 | 37.80 | 41.14 | 39.82 | 35.78 | 49.39 | 39.99 | 33.48 | 39.82 | 53.89 | 59.22 | 46.68 | 70.81 | 65.38 | 51.48 | 80.00 | 59.51 | 58.72 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVV (CVD Equipment Corporation) |
-32.88%
Feb 2023 – Feb 2026 |
-6.36%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVV (CVD Equipment Corporation) |
15.93%
Oct 2020 – Oct 2023 |
7.65%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart