Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAST (Fastenal Company) | 17.87% | 15.55% | 22.09% | 14.86% | 18.16% | 15.52% | 14.13% | … | … |
Data as of 06/05/2026, Common starting date is 08/20/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAST (Fastenal Company) | 08/20/1987 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.86 | 15.55 | 22.09 | 14.86 | 18.16 | 15.52 | 14.13 | … | … | 17.87 | 13.98 | 13.53 | 41.31 | -24.34 | 34.06 | 36.60 | 45.08 | -1.61 | 19.66 | 18.53 | -11.81 | 2.34 | 3.53 | 10.05 | 48.48 | 47.66 | 21.85 | -12.10 | 13.86 | -7.36 | 28.45 | 24.63 | 33.78 | 12.73 | 21.24 | 22.35 | 2.13 | 15.03 | -16.39 | 8.28 | 106.73 | 31.85 | 49.40 | 26.24 | 100.76 | 9.17 | 57.89 | 28.81 | 21.65 |
| Sharpe Ratio | NA | 0.28 | 0.71 | 0.45 | 0.59 | NA | NA | … | … | 0.97 | 0.46 | 0.43 | 1.80 | -0.89 | 1.68 | 0.93 | 1.50 | -0.11 | 0.83 | 0.75 | -0.50 | 0.11 | 0.14 | 0.36 | 1.58 | 1.67 | 0.53 | -0.23 | 0.32 | -0.34 | 1.14 | 0.82 | 1.00 | 0.30 | 0.52 | 0.31 | -0.03 | 0.21 | -0.44 | 0.11 | 3.35 | 0.84 | 1.59 | 0.57 | 2.11 | 0.08 | 1.98 | 0.45 | 0.94 |
| Standard Deviation(%) | NA | 24.67 | 23.56 | 24.18 | 26.63 | NA | NA | … | … | 28.51 | 24.36 | 23.28 | 21.08 | 28.90 | 20.24 | 38.83 | 29.06 | 27.67 | 23.10 | 24.50 | 23.54 | 20.24 | 25.54 | 27.88 | 30.66 | 28.54 | 41.17 | 56.80 | 33.63 | 32.10 | 23.03 | 28.97 | 33.13 | 38.66 | 36.46 | 59.26 | 42.36 | 54.84 | 45.39 | 41.49 | 30.67 | 34.24 | 29.65 | 41.62 | 45.60 | 44.65 | 26.30 | 53.48 | 70.92 |
| Draw Down(%) | NA | 21.90 | 21.90 | 30.71 | 30.71 | NA | NA | … | … | 11.55 | 21.90 | 20.36 | 7.74 | 30.32 | 13.91 | 27.78 | 19.38 | 19.43 | 22.33 | 22.42 | 23.86 | 19.51 | 16.50 | 29.54 | 19.28 | 19.49 | 29.61 | 42.52 | 25.69 | 31.96 | 17.61 | 19.19 | 27.88 | 36.84 | 26.49 | 34.80 | 41.91 | 61.12 | 36.55 | 31.36 | 19.83 | 24.52 | 12.75 | 20.27 | 29.57 | 47.52 | 13.01 | 33.96 | 41.96 |
| Yield(%) | 0.00 | 2.23 | 2.67 | 2.63 | 5.01 | 5.94 | 7.04 | … | … | 1.19 | 1.84 | 2.45 | 3.76 | 2.00 | 2.35 | 3.76 | 3.38 | 2.82 | 2.73 | 2.99 | 2.36 | 2.14 | 1.67 | 2.83 | 2.14 | 2.95 | 1.97 | 2.03 | 1.22 | 1.02 | 1.02 | 0.80 | 0.54 | 0.15 | 0.17 | 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 |
Data as of 06/05/2026, Common starting date is 08/20/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAST (Fastenal Company) |
-11.85%
Sep 1995 – Sep 1998 |
1.50%
Feb 2012 – Feb 2017 |
8.93%
Aug 2007 – Aug 2017 |
11.83%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAST (Fastenal Company) |
65.26%
Oct 1990 – Oct 1993 |
59.49%
Dec 1990 – Dec 1995 |
41.97%
Nov 1987 – Nov 1997 |
28.90%
Nov 1987 – Nov 2002 |
Annualized Rolling Returns Comparison Chart