Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DXPE (DXP Enterprises, Inc.) | 46.92% | 102.18% | 69.16% | 38.47% | 26.79% | 13.58% | 10.15% | … | … |
Data as of 06/04/2026, Common starting date is 05/07/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DXPE (DXP Enterprises, Inc.) | 05/07/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.31 | 102.18 | 69.16 | 38.47 | 26.79 | 13.58 | 10.15 | … | … | 46.92 | 40.15 | 144.21 | 22.32 | 7.32 | 15.47 | -44.16 | 43.00 | -5.85 | -14.88 | 52.37 | -54.88 | -56.14 | 134.77 | 52.39 | 34.17 | 83.63 | -10.54 | -37.40 | 33.22 | 103.72 | 257.59 | 17.60 | 275.23 | -0.91 | 76.00 | -74.36 | -63.89 | -20.59 |
| Sharpe Ratio | NA | 1.37 | 1.30 | 0.74 | 0.46 | NA | NA | … | … | 1.81 | 0.72 | 3.12 | 0.48 | 0.13 | 0.37 | -0.51 | 0.40 | -0.62 | -0.69 | 0.22 | -1.67 | -1.21 | 3.40 | 0.89 | 0.33 | 1.39 | -0.51 | -0.79 | 0.18 | 0.96 | 2.55 | -0.03 | 3.59 | -0.18 | 0.43 | -0.87 | -0.18 | 0.25 |
| Standard Deviation(%) | NA | 52.52 | 47.07 | 45.35 | 54.64 | NA | NA | … | … | 52.67 | 53.15 | 44.60 | 37.85 | 45.56 | 41.43 | 87.21 | 48.76 | 44.11 | 49.94 | 80.82 | 43.95 | 61.76 | 34.19 | 38.21 | 47.66 | 46.82 | 57.03 | 71.47 | 61.35 | 84.89 | 92.71 | 68.97 | 71.22 | 112.45 | 131.20 | 165.17 | 210.59 | 80.31 |
| Draw Down(%) | NA | 32.99 | 32.99 | 37.98 | 77.28 | NA | NA | … | … | 22.67 | 32.99 | 22.80 | 26.16 | 30.82 | 32.04 | 72.22 | 34.18 | 43.00 | 39.98 | 44.29 | 55.16 | 61.16 | 25.35 | 24.02 | 35.23 | 21.37 | 44.36 | 69.35 | 41.24 | 63.55 | 51.10 | 31.19 | 22.86 | 64.82 | 56.25 | 86.67 | 83.88 | 38.64 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/07/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXPE (DXP Enterprises, Inc.) |
-51.10%
Jul 1998 – Jul 2001 |
-31.45%
Jun 1998 – Jun 2003 |
-11.57%
Dec 2013 – Dec 2023 |
-0.17%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXPE (DXP Enterprises, Inc.) |
226.70%
Apr 2003 – Apr 2006 |
128.06%
Apr 2001 – Apr 2006 |
62.98%
Mar 2003 – Mar 2013 |
35.28%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart