Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GENC (Gencor Industries, Inc.) | -21.59% | -31.82% | 13.36% | 2.62% | 11.96% | 10.27% | 6.80% | 9.58% |
Data as of 07/18/2025, AR inception is 05/13/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENC (Gencor Industries, Inc.) | 05/13/2002 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.89 | -31.82 | 13.36 | 2.62 | 11.96 | 10.27 | 6.80 | 9.58 | -21.59 | 9.36 | 59.80 | -12.40 | -6.26 | 5.40 | 6.38 | -33.72 | 5.41 | 212.75 | 20.10 | -1.42 | 26.44 | 8.64 | -4.14 | -3.01 | 6.87 | -31.77 | -14.94 | 46.00 | -1.79 | 180.00 | 198.51 | -73.52 |
| Sharpe Ratio | NA | -0.70 | 0.25 | 0.01 | 0.22 | NA | NA | 0.05 | -0.78 | 0.03 | 1.58 | -0.46 | -0.20 | 0.11 | 0.14 | -1.46 | 0.21 | 4.06 | 0.15 | -0.06 | 0.32 | 0.07 | -0.03 | -0.02 | 0.07 | -0.28 | -0.05 | 0.14 | -0.01 | 0.67 | 0.72 | -0.64 |
| Standard Deviation(%) | NA | 50.08 | 39.62 | 36.29 | 49.35 | NA | NA | 154.50 | 50.74 | 39.52 | 35.53 | 29.87 | 30.84 | 48.55 | 34.66 | 23.92 | 23.30 | 52.41 | 133.39 | 25.52 | 83.35 | 117.28 | 130.76 | 145.26 | 93.33 | 117.20 | 353.74 | 305.99 | 266.93 | 266.09 | 273.37 | 137.71 |
| Draw Down(%) | NA | 55.66 | 55.66 | 55.66 | 55.66 | NA | NA | 84.53 | 38.13 | 29.35 | 17.83 | 26.26 | 30.94 | 22.11 | 26.11 | 37.21 | 16.41 | 15.78 | 39.39 | 19.45 | 36.99 | 35.86 | 41.18 | 39.87 | 42.82 | 84.53 | 51.89 | 39.91 | 59.12 | 40.52 | 52.33 | 76.78 |
| Yield(%) | 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 | 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 07/18/2025, AR inception is 05/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENC (Gencor Industries, Inc.) |
-33.89%
Apr 2008 - Apr 2011 |
-23.26%
Apr 2008 - Apr 2013 |
-4.82%
Jan 2005 - Jan 2015 |
0.81%
Apr 2008 - Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENC (Gencor Industries, Inc.) |
125.68%
Jan 2003 - Jan 2006 |
84.09%
Apr 2003 - Apr 2008 |
22.33%
Dec 2002 - Dec 2012 |
27.99%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart