Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GNRC (Generac Holdings Inc.) | -1.25% | -2.46% | -11.87% | 2.30% | 15.62% | 20.41% | NA | 20.94% |
Data as of 07/18/2025, AR inception is 02/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNRC (Generac Holdings Inc.) | 02/12/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | -2.46 | -11.87 | 2.30 | 15.62 | 20.41 | NA | 20.94 | -1.25 | 20.45 | 28.39 | -71.40 | 54.75 | 126.08 | 102.39 | 0.36 | 21.55 | 36.85 | -36.33 | -17.44 | 88.06 | 63.07 | 73.35 | 20.58 |
| Sharpe Ratio | NA | -0.15 | -0.29 | 0.01 | 0.32 | NA | NA | 0.45 | -0.13 | 0.39 | 0.43 | -1.02 | 1.26 | 2.37 | 3.69 | -0.03 | 0.83 | 0.99 | -0.99 | -0.52 | 2.84 | 1.27 | 1.55 | 0.59 |
| Standard Deviation(%) | NA | 38.80 | 51.73 | 51.23 | 44.46 | NA | NA | 42.88 | 41.52 | 35.73 | 56.40 | 71.23 | 43.49 | 52.81 | 27.34 | 29.35 | 25.39 | 36.98 | 36.91 | 33.55 | 31.02 | 49.94 | 47.37 | 39.62 |
| Draw Down(%) | NA | 47.76 | 70.70 | 83.75 | 83.75 | NA | NA | 83.75 | 37.88 | 20.93 | 46.52 | 74.49 | 32.52 | 33.09 | 9.43 | 23.40 | 19.04 | 15.59 | 46.68 | 36.49 | 17.46 | 25.22 | 25.22 | 30.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.12 | 4.10 | 5.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.20 | 21.38 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 02/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNRC (Generac Holdings Inc.) |
-31.71%
Jun 2021 - Jun 2024 |
-2.77%
Mar 2014 - Mar 2019 |
5.47%
Oct 2013 - Oct 2023 |
17.69%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNRC (Generac Holdings Inc.) |
114.20%
Oct 2018 - Oct 2021 |
67.26%
Oct 2016 - Oct 2021 |
42.41%
Jul 2011 - Jul 2021 |
20.73%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart