Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESE (ESCO Technologies Inc.) | 49.53% | 62.21% | 47.06% | 26.37% | 22.11% | 15.80% | 9.70% | … | … |
Data as of 06/04/2026, Common starting date is 10/01/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESE (ESCO Technologies Inc.) | 10/01/1990 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.19 | 62.21 | 47.06 | 26.37 | 22.11 | 15.80 | 9.70 | … | … | 49.53 | 46.96 | 14.15 | 34.13 | -2.30 | -12.59 | 12.03 | 41.00 | 10.04 | 6.78 | 57.88 | -1.22 | 8.68 | -7.38 | 31.19 | -23.23 | 6.42 | -12.26 | 2.53 | -12.10 | 2.14 | 16.09 | 75.60 | 17.97 | 7.28 | 66.72 | 77.96 | 28.28 | -46.30 | 66.67 | 8.00 | 27.12 | -42.72 | 56.06 | 11.86 | 43.90 | -2.38 |
| Sharpe Ratio | NA | 1.91 | 1.41 | 0.77 | 0.69 | NA | NA | … | … | 4.35 | 1.29 | 0.38 | 1.24 | -0.12 | -0.48 | 0.24 | 1.86 | 0.34 | 0.24 | 2.90 | -0.06 | 0.46 | -0.31 | 1.32 | -0.59 | 0.14 | -0.27 | 0.03 | -0.32 | -0.04 | 0.42 | 2.78 | 0.64 | 0.17 | 1.87 | 2.01 | 0.63 | -1.15 | 1.73 | 0.09 | 0.59 | -1.24 | 2.00 | 0.21 | 0.79 | -0.13 |
| Standard Deviation(%) | NA | 30.72 | 30.80 | 30.17 | 30.45 | NA | NA | … | … | 37.94 | 34.39 | 27.83 | 24.84 | 32.40 | 26.31 | 48.97 | 21.21 | 25.41 | 25.39 | 19.86 | 20.75 | 18.74 | 23.77 | 23.86 | 39.66 | 43.68 | 45.14 | 60.72 | 48.40 | 35.23 | 32.95 | 26.82 | 26.85 | 36.82 | 35.10 | 36.70 | 39.72 | 43.13 | 36.23 | 47.92 | 39.11 | 36.82 | 26.76 | 43.86 | 50.06 | 112.24 |
| Draw Down(%) | NA | 14.58 | 17.52 | 36.88 | 45.96 | NA | NA | … | … | 14.58 | 17.52 | 16.77 | 13.90 | 31.95 | 32.76 | 36.20 | 13.69 | 16.54 | 18.61 | 10.68 | 11.88 | 10.70 | 27.61 | 11.77 | 39.57 | 32.10 | 31.89 | 50.19 | 40.76 | 27.19 | 35.46 | 11.19 | 18.26 | 34.66 | 31.03 | 16.56 | 31.08 | 58.54 | 25.00 | 38.26 | 18.57 | 50.00 | 14.12 | 26.47 | 37.68 | 47.62 |
| Yield(%) | 0.00 | 0.18 | 0.35 | 0.35 | 0.78 | 0.91 | 0.52 | … | … | 0.08 | 0.24 | 0.28 | 0.37 | 0.36 | 0.24 | 0.34 | 0.62 | 0.53 | 0.42 | 0.91 | 0.88 | 0.94 | 1.05 | 1.09 | 0.83 | 0.65 | 0.19 | 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 10/01/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESE (ESCO Technologies Inc.) |
-19.64%
May 2007 – May 2010 |
-12.49%
Jun 2005 – Jun 2010 |
-3.06%
Jul 2005 – Jul 2015 |
2.36%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESE (ESCO Technologies Inc.) |
62.81%
Mar 1999 – Mar 2002 |
49.85%
Nov 1999 – Nov 2004 |
28.05%
Jul 1995 – Jul 2005 |
22.44%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart