Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPAC (Enerpac Tool Group Corp.) | -13.21% | -22.23% | 8.17% | 4.16% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPAC (Enerpac Tool Group Corp.) | 03/12/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | -22.23 | 8.17 | 4.16 | NA | NA | NA | … | … | -13.21 | -1.75 | 32.29 | 22.34 | 25.74 | -10.14 | -12.95 | 6.22 |
| Sharpe Ratio | NA | -0.83 | 0.18 | 0.06 | NA | NA | NA | … | … | -1.00 | -0.14 | 1.18 | 0.61 | 0.71 | -0.30 | -0.24 | 0.19 |
| Standard Deviation(%) | NA | 29.88 | 30.03 | 31.10 | NA | NA | NA | … | … | 30.17 | 33.25 | 24.32 | 30.84 | 34.62 | 34.09 | 55.79 | 33.68 |
| Draw Down(%) | NA | 24.87 | 35.69 | 41.31 | NA | NA | NA | … | … | 22.99 | 24.15 | 20.32 | 18.73 | 27.61 | 31.83 | 45.91 | 20.99 |
| Yield(%) | 0.00 | 0.09 | 0.15 | 0.15 | 0.11 | 0.08 | 0.06 | … | … | 0.00 | 0.10 | 0.13 | 0.16 | 0.19 | 0.18 | 0.15 | 0.16 |
Data as of 06/04/2026, Common starting date is 03/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAC (Enerpac Tool Group Corp.) |
-8.30%
Jun 2019 – Jun 2022 |
4.25%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAC (Enerpac Tool Group Corp.) |
39.14%
Feb 2022 – Feb 2025 |
22.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart