Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GHM (Graham Corporation) | 23.50% | 71.36% | 99.28% | 35.94% | 13.70% | 9.20% | 15.61% | 10.34% |
Data as of 07/25/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHM (Graham Corporation) | 03/17/1980 | 07/25/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.95 | 71.36 | 99.28 | 35.94 | 13.70 | 9.20 | 15.61 | 10.34 | 23.50 | 133.05 | 97.19 | -22.67 | -15.45 | -28.42 | -2.25 | 10.83 | -3.83 | 34.38 | -40.59 | -20.33 | 86.87 | -12.73 | 12.63 | -2.91 | 92.47 | -17.10 | 300.89 | -41.08 | 205.00 | 47.49 | 19.59 | -27.66 | 20.49 | 52.83 | -14.52 | -49.18 | 62.67 | -10.71 | 46.51 | -4.44 | -23.08 | 8.33 | 17.39 | -53.06 | 243.86 | 35.71 | -6.67 | -31.82 | -29.03 | 2.20 | 26.39 | 0.00 | -26.53 | 20.99 |
| Sharpe Ratio | NA | 1.31 | 1.92 | 0.68 | 0.24 | NA | NA | 0.15 | 0.49 | 2.69 | 2.37 | -0.41 | -0.40 | -0.48 | -0.11 | 0.32 | -0.14 | 0.94 | -1.09 | -0.64 | 2.74 | -0.34 | 0.21 | -0.06 | 1.24 | -0.14 | 4.49 | -0.85 | 4.12 | 2.34 | 0.86 | -0.80 | 0.35 | 1.01 | -0.39 | -1.20 | 1.23 | -0.47 | 1.33 | -0.20 | -0.79 | 0.12 | 0.31 | -0.88 | 3.56 | 0.62 | -0.16 | -0.80 | -0.88 | -0.13 | 0.54 | -0.26 | -1.07 | 0.37 |
| Standard Deviation(%) | NA | 52.67 | 48.43 | 47.91 | 43.80 | NA | NA | 49.24 | 56.15 | 47.56 | 39.66 | 59.59 | 38.73 | 59.31 | 32.53 | 29.48 | 31.57 | 36.39 | 37.10 | 32.02 | 31.73 | 37.47 | 60.02 | 47.31 | 74.70 | 131.12 | 66.81 | 52.14 | 49.20 | 19.85 | 22.01 | 36.04 | 52.91 | 48.19 | 45.59 | 43.73 | 47.90 | 30.07 | 32.08 | 36.67 | 31.92 | 49.95 | 43.60 | 66.26 | 66.87 | 49.72 | 68.69 | 44.97 | 38.74 | 34.10 | 37.56 | 28.40 | 34.03 | 51.75 |
| Draw Down(%) | NA | 46.46 | 46.46 | 60.42 | 74.82 | NA | NA | 80.48 | 46.46 | 22.92 | 24.38 | 51.86 | 29.85 | 50.37 | 26.08 | 27.88 | 25.78 | 17.75 | 44.40 | 28.39 | 11.57 | 34.89 | 42.18 | 37.32 | 44.70 | 71.69 | 32.03 | 49.80 | 33.58 | 10.78 | 22.07 | 42.13 | 41.18 | 24.75 | 41.76 | 62.16 | 39.01 | 25.00 | 20.88 | 33.05 | 39.55 | 50.98 | 44.44 | 68.40 | 57.36 | 31.82 | 52.38 | 58.82 | 55.65 | 33.65 | 35.04 | 31.82 | 37.04 | 29.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.06 | 1.46 | 1.22 | 2.96 | 5.92 | 0.00 | 0.00 | 0.00 | 0.00 | 2.99 | 2.03 | 1.83 | 1.77 | 1.48 | 2.18 | 1.14 | 0.46 | 0.59 | 0.34 | 0.39 | 0.38 | 0.63 | 0.27 | 0.79 | 0.46 | 1.18 | 1.96 | 2.26 | 0.83 | 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 07/25/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHM (Graham Corporation) |
-29.17%
Jul 2019 - Jul 2022 |
-21.35%
Sep 1989 - Sep 1994 |
-12.83%
Sep 1989 - Sep 1999 |
-5.32%
Aug 1989 - Aug 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHM (Graham Corporation) |
121.99%
Nov 2004 - Nov 2007 |
84.29%
Aug 2003 - Aug 2008 |
42.77%
Nov 2003 - Nov 2013 |
28.13%
Dec 1998 - Dec 2013 |
Annualized Rolling Returns Comparison Chart