Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIFI (Gulf Island Fabrication, Inc.) | 2.06% | 10.67% | 27.41% | 18.14% | -3.44% | -5.40% | -4.84% | -0.03% |
Data as of 07/29/2025, AR inception is 04/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIFI (Gulf Island Fabrication, Inc.) | 04/04/1997 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.11 | 10.67 | 27.41 | 18.14 | -3.44 | -5.40 | -4.84 | -0.03 | 2.06 | 62.82 | -15.59 | 27.93 | 31.05 | -39.64 | -29.78 | -46.24 | 12.86 | 13.77 | -46.05 | -16.49 | -3.37 | -17.73 | 3.66 | 34.00 | 45.94 | -54.56 | -14.07 | 51.79 | 11.36 | 28.19 | 4.80 | 29.90 | -31.22 | 94.00 | 20.97 | -61.25 | 137.92 |
| Sharpe Ratio | NA | 0.09 | 0.53 | 0.37 | -0.09 | NA | NA | -0.03 | -0.08 | 1.09 | -0.50 | 0.63 | 0.74 | -0.83 | -1.51 | -1.21 | -0.16 | -0.43 | -1.20 | -0.77 | -0.60 | -0.89 | -0.26 | 0.27 | 0.34 | -0.84 | -0.77 | 0.66 | -0.24 | 0.20 | -0.38 | 0.14 | -0.84 | 0.39 | 0.71 | -0.33 | 2.41 |
| Standard Deviation(%) | NA | 42.87 | 46.26 | 43.32 | 45.64 | NA | NA | 54.98 | 39.56 | 52.13 | 40.29 | 42.16 | 41.65 | 47.74 | 35.21 | 56.07 | 40.93 | 46.95 | 53.88 | 45.69 | 36.43 | 41.24 | 56.39 | 56.81 | 80.62 | 87.58 | 47.13 | 44.80 | 39.64 | 43.28 | 37.74 | 70.05 | 63.23 | 65.78 | 64.35 | 85.81 | 72.81 |
| Draw Down(%) | NA | 20.95 | 47.54 | 47.54 | 80.43 | NA | NA | 94.05 | 19.97 | 31.48 | 41.72 | 27.95 | 25.43 | 54.15 | 57.88 | 49.10 | 34.89 | 39.10 | 55.36 | 29.60 | 24.11 | 41.41 | 42.93 | 44.56 | 68.86 | 80.34 | 31.19 | 36.50 | 27.46 | 29.19 | 22.82 | 50.13 | 62.20 | 31.58 | 47.98 | 73.38 | 54.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.73 | 0.76 | 1.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 0.39 | 2.00 | 1.81 | 1.60 | 1.30 | 0.81 | 0.18 | 0.86 | 1.27 | 1.14 | 1.19 | 1.39 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/29/2025, AR inception is 04/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFI (Gulf Island Fabrication, Inc.) |
-38.92%
Dec 2017 - Dec 2020 |
-26.90%
Mar 2015 - Mar 2020 |
-19.09%
Dec 2010 - Dec 2020 |
-15.82%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFI (Gulf Island Fabrication, Inc.) |
54.84%
Mar 2009 - Mar 2012 |
27.82%
Sep 2002 - Sep 2007 |
16.36%
Aug 1998 - Aug 2008 |
9.65%
Nov 1998 - Nov 2013 |
Annualized Rolling Returns Comparison Chart