Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCI (Donaldson Company, Inc.) | -4.94% | 22.64% | 14.63% | 7.02% | 10.31% | 9.48% | 11.15% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCI (Donaldson Company, Inc.) | 03/17/1980 | 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 22.64 | 14.63 | 7.02 | 10.31 | 9.48 | 11.15 | … | … | -4.94 | 33.71 | 4.62 | 12.80 | 0.96 | 7.56 | -1.41 | 34.98 | -9.95 | 18.17 | 49.70 | -24.32 | -9.70 | 34.08 | -1.94 | 21.72 | 43.15 | 33.18 | -24.19 | 39.19 | 13.58 | 1.17 | 16.87 | 88.37 | 8.29 | 63.03 | 42.03 | 15.96 | -7.91 | 34.51 | 33.33 | 5.17 | 7.98 | 18.39 | 47.53 | 16.03 | 47.19 | 7.23 | 33.87 | -8.49 | 23.74 | 56.43 | -25.53 | 30.56 | -22.58 | 12.05 | 12.16 |
| Sharpe Ratio | NA | 0.64 | 0.29 | 0.21 | 0.36 | NA | NA | … | … | -0.64 | 1.27 | 0.05 | 0.44 | -0.02 | 0.34 | -0.04 | 1.42 | -0.46 | 0.96 | 1.94 | -1.15 | -0.49 | 1.94 | -0.09 | 0.64 | 1.75 | 0.76 | -0.49 | 1.25 | 0.38 | -0.06 | 0.56 | 4.24 | 0.21 | 1.93 | 1.09 | 0.34 | -0.27 | 1.30 | 1.51 | 0.07 | 0.19 | 0.90 | 2.16 | 0.55 | 1.40 | 0.05 | 0.98 | -0.31 | 0.67 | 1.85 | -1.29 | 0.81 | -0.95 | 0.05 | 0.22 |
| Standard Deviation(%) | NA | 25.72 | 23.17 | 23.49 | 26.01 | NA | NA | … | … | 30.64 | 24.37 | 19.34 | 20.96 | 26.36 | 22.45 | 43.91 | 23.57 | 24.82 | 18.27 | 25.57 | 21.14 | 19.99 | 17.56 | 23.57 | 33.98 | 24.63 | 43.51 | 50.68 | 29.05 | 26.83 | 18.75 | 28.58 | 20.68 | 33.54 | 31.99 | 34.62 | 36.66 | 42.03 | 23.60 | 19.47 | 17.36 | 26.16 | 17.96 | 20.64 | 22.11 | 29.61 | 26.26 | 29.54 | 41.39 | 28.79 | 27.53 | 25.15 | 29.97 | 31.87 | 28.73 | 33.03 |
| Draw Down(%) | NA | 26.05 | 26.05 | 32.20 | 42.72 | NA | NA | … | … | 26.05 | 17.81 | 13.72 | 13.62 | 22.21 | 19.89 | 42.53 | 13.83 | 30.94 | 8.80 | 8.69 | 28.30 | 14.68 | 11.64 | 18.31 | 25.50 | 12.42 | 34.82 | 52.25 | 13.58 | 14.23 | 11.09 | 14.47 | 11.21 | 29.29 | 14.91 | 19.26 | 24.64 | 44.63 | 17.24 | 14.29 | 14.73 | 20.10 | 16.82 | 13.83 | 21.94 | 28.32 | 23.56 | 29.56 | 50.56 | 19.37 | 19.28 | 32.29 | 16.67 | 44.62 | 35.16 | 18.41 |
| Yield(%) | 0.00 | 1.73 | 1.87 | 1.57 | 2.42 | 2.95 | 5.10 | … | … | 0.33 | 1.74 | 1.64 | 1.66 | 1.55 | 1.58 | 1.45 | 1.91 | 1.53 | 1.68 | 2.44 | 1.75 | 1.47 | 1.47 | 1.72 | 3.93 | 4.62 | 5.40 | 3.91 | 4.38 | 4.19 | 3.51 | 5.32 | 16.22 | 14.56 | 18.07 | 19.51 | 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 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCI (Donaldson Company, Inc.) |
-18.07%
Jul 1981 – Jul 1984 |
-3.28%
Jul 1980 – Jul 1985 |
5.18%
Apr 2012 – Apr 2022 |
8.08%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCI (Donaldson Company, Inc.) |
60.95%
Aug 2000 – Aug 2003 |
44.68%
Jul 2000 – Jul 2005 |
28.59%
Sep 1998 – Sep 2008 |
28.32%
Jun 1989 – Jun 2004 |
Annualized Rolling Returns Comparison Chart