Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIX (Comfort Systems USA, Inc.) | 97.75% | 270.26% | 130.43% | 85.51% | 50.83% | 42.49% | 29.66% | … | … |
Data as of 06/05/2026, Common starting date is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIX (Comfort Systems USA, Inc.) | 06/27/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 270.26 | 130.43 | 85.51 | 50.83 | 42.49 | 29.66 | … | … | 97.75 | 120.86 | 106.89 | 79.61 | 16.98 | 88.99 | 6.73 | 15.07 | 0.73 | 32.15 | 18.27 | 67.72 | -10.40 | 61.71 | 15.67 | -17.01 | 8.68 | 17.91 | -15.26 | 2.27 | 38.91 | 20.11 | 40.15 | 63.58 | -9.46 | 74.12 | -71.19 | -58.74 | -9.49 | 23.44 |
| Sharpe Ratio | NA | 5.42 | 2.55 | 1.89 | 1.17 | NA | NA | … | … | 7.81 | 1.93 | 2.30 | 2.19 | 0.45 | 2.80 | 0.10 | 0.39 | -0.02 | 1.04 | 0.54 | 2.02 | -0.36 | 1.84 | 0.40 | -0.33 | 0.24 | 0.37 | -0.27 | -0.02 | 0.87 | 0.47 | 0.91 | 1.04 | -0.16 | 1.06 | -1.18 | -0.79 | -0.29 | 1.19 |
| Standard Deviation(%) | NA | 51.68 | 50.10 | 44.39 | 42.35 | NA | NA | … | … | 53.33 | 61.46 | 44.81 | 35.07 | 35.08 | 31.78 | 63.17 | 34.85 | 28.04 | 30.28 | 33.32 | 33.46 | 28.99 | 33.46 | 39.07 | 52.04 | 36.51 | 47.81 | 59.11 | 35.36 | 41.09 | 38.30 | 43.02 | 60.51 | 66.11 | 69.04 | 63.71 | 78.73 | 45.05 | 39.84 |
| Draw Down(%) | NA | 13.77 | 46.05 | 46.05 | 49.68 | NA | NA | … | … | 13.43 | 46.05 | 15.88 | 19.36 | 23.88 | 20.17 | 41.21 | 36.39 | 30.24 | 15.25 | 21.45 | 16.29 | 34.01 | 17.55 | 30.22 | 44.33 | 32.96 | 27.97 | 57.04 | 27.35 | 32.20 | 23.87 | 31.57 | 48.97 | 46.68 | 51.14 | 76.43 | 64.75 | 45.35 | 28.15 |
| Yield(%) | 0.00 | 0.52 | 1.12 | 1.47 | 2.52 | 5.91 | 4.00 | … | … | 0.15 | 0.46 | 0.59 | 0.73 | 0.57 | 0.93 | 0.86 | 0.91 | 0.76 | 0.89 | 1.01 | 1.48 | 1.18 | 1.69 | 1.81 | 1.48 | 1.57 | 1.72 | 1.46 | 1.18 | 1.49 | 0.34 | 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 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIX (Comfort Systems USA, Inc.) |
-57.14%
Apr 1998 – Apr 2001 |
-39.03%
Apr 1998 – Apr 2003 |
-7.39%
Nov 1998 – Nov 2008 |
-3.25%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIX (Comfort Systems USA, Inc.) |
131.98%
May 2023 – May 2026 |
88.22%
Feb 2021 – Feb 2026 |
52.17%
Apr 2016 – Apr 2026 |
42.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart