Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESP (Espey Mfg. & Electronics Corp.) | 18.60% | 45.12% | 55.23% | 32.98% | 11.72% | 9.72% | 11.60% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESP (Espey Mfg. & Electronics Corp.) | 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 (%) | -6.69 | 45.12 | 55.23 | 32.98 | 11.72 | 9.72 | 11.60 | … | … | 18.60 | 63.34 | 66.83 | 35.47 | -0.07 | -24.85 | -7.88 | -9.61 | 10.45 | -3.99 | 5.22 | 12.37 | -24.12 | 38.42 | 16.34 | 5.94 | 35.27 | 13.48 | 19.68 | 3.41 | 4.38 | 43.28 | 5.28 | 40.11 | -1.41 | 22.34 | 14.74 | 14.71 | -24.44 | 8.87 | 20.39 | 3.00 | -11.50 | -10.32 | 4.13 | 26.04 | -34.69 | 1.38 | 4.32 | 6.11 | -10.88 | -11.45 | -33.78 | 149.01 | -17.93 | 275.51 | 28.95 |
| Sharpe Ratio | NA | 1.05 | 1.21 | 0.75 | 0.28 | NA | NA | … | … | 1.13 | 1.31 | 1.50 | 0.83 | -0.04 | -0.66 | -0.19 | -0.40 | 0.27 | -0.19 | 0.21 | 0.38 | -0.64 | 1.77 | 0.57 | 0.17 | 1.21 | 0.35 | 0.40 | 0.01 | 0.03 | 2.24 | 0.24 | 1.80 | -0.22 | 1.30 | 0.50 | 0.52 | -1.71 | 0.32 | 0.91 | -0.04 | -0.84 | -0.61 | 0.07 | 0.66 | -1.11 | -0.16 | -0.02 | 0.05 | -0.34 | -0.45 | -1.00 | 3.49 | -0.45 | 3.81 | 0.63 |
| Standard Deviation(%) | NA | 52.55 | 45.45 | 42.52 | 37.82 | NA | NA | … | … | 57.38 | 46.43 | 42.25 | 38.67 | 39.83 | 37.44 | 42.05 | 27.52 | 33.39 | 24.79 | 24.13 | 32.77 | 37.70 | 21.74 | 28.75 | 35.45 | 29.11 | 37.93 | 46.27 | 30.87 | 28.98 | 18.27 | 18.23 | 21.92 | 11.38 | 15.57 | 20.87 | 21.78 | 16.29 | 16.07 | 18.31 | 25.78 | 17.28 | 20.31 | 22.59 | 33.17 | 35.94 | 28.33 | 23.39 | 41.07 | 44.49 | 37.96 | 40.78 | 40.67 | 57.51 | 69.07 | 46.75 |
| Draw Down(%) | NA | 29.09 | 29.09 | 33.59 | 54.79 | NA | NA | … | … | 21.95 | 29.09 | 22.85 | 33.59 | 16.81 | 37.57 | 26.02 | 25.16 | 23.09 | 17.28 | 7.85 | 20.72 | 45.73 | 7.58 | 24.77 | 26.56 | 13.43 | 30.96 | 23.12 | 24.30 | 16.58 | 9.84 | 16.04 | 15.08 | 9.50 | 13.61 | 16.96 | 19.28 | 27.21 | 13.82 | 13.29 | 15.89 | 17.36 | 15.75 | 23.19 | 21.85 | 41.45 | 33.64 | 30.00 | 36.70 | 44.49 | 36.00 | 47.37 | 17.99 | 36.41 | 42.24 | 20.34 |
| Yield(%) | 0.00 | 4.39 | 6.60 | 4.52 | 3.45 | 4.26 | 7.14 | … | … | 0.53 | 5.96 | 4.66 | 3.43 | 0.00 | 0.00 | 4.61 | 3.91 | 7.42 | 3.91 | 3.94 | 4.02 | 3.08 | 7.80 | 8.16 | 8.05 | 9.69 | 9.79 | 19.95 | 3.51 | 2.49 | 2.31 | 4.20 | 4.89 | 1.49 | 1.49 | 1.37 | 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 |
|---|---|---|---|---|
| ESP (Espey Mfg. & Electronics Corp.) |
-19.45%
Dec 1983 – Dec 1986 |
-12.54%
May 1989 – May 1994 |
-7.79%
Nov 1983 – Nov 1993 |
-6.11%
Mar 1984 – Mar 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESP (Espey Mfg. & Electronics Corp.) |
108.49%
Jun 1980 – Jun 1983 |
46.31%
May 1980 – May 1985 |
19.92%
Jul 2003 – Jul 2013 |
17.58%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart