Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAI (Kadant Inc.) | 6.86% | -4.76% | 15.09% | 12.82% | 20.59% | 18.24% | 14.46% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAI (Kadant Inc.) | 11/03/1992 | 06/04/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.86 | -4.76 | 15.09 | 12.82 | 20.59 | 18.24 | 14.46 | … | … | 6.86 | -17.03 | 23.59 | 58.69 | -22.50 | 64.41 | 35.18 | 30.69 | -18.12 | 65.94 | 53.13 | -3.47 | 6.99 | 54.79 | 17.25 | -4.07 | 47.68 | 18.40 | -54.57 | 21.70 | 31.78 | -9.76 | -5.31 | 44.33 | 3.45 | -15.64 | -51.75 | 0.00 | -41.54 | 30.87 | -37.92 | 112.60 | 0.00 | 67.11 | 10.14 |
| Sharpe Ratio | NA | -0.04 | 0.45 | 0.34 | 0.57 | NA | NA | … | … | 0.69 | -0.51 | 0.60 | 2.07 | -0.70 | 2.27 | 0.59 | 1.08 | -0.76 | 2.09 | 2.10 | -0.13 | 0.28 | 1.84 | 0.45 | -0.07 | 0.89 | 0.23 | -0.88 | 0.46 | 0.70 | -0.39 | -0.19 | 1.37 | 0.06 | -0.36 | -1.12 | -0.10 | -0.99 | 0.61 | -0.95 | 3.94 | -0.16 | 2.01 | 2.31 |
| Standard Deviation(%) | NA | 37.83 | 35.42 | 34.00 | 35.05 | NA | NA | … | … | 43.35 | 38.98 | 33.46 | 26.85 | 34.38 | 28.35 | 58.92 | 27.01 | 25.81 | 31.34 | 25.21 | 26.13 | 25.31 | 29.75 | 38.87 | 63.11 | 53.23 | 79.73 | 62.61 | 40.37 | 40.96 | 30.67 | 32.44 | 31.88 | 35.50 | 51.50 | 49.98 | 33.41 | 45.29 | 44.42 | 43.38 | 27.54 | 19.06 | 32.09 | 35.25 |
| Draw Down(%) | NA | 30.91 | 41.23 | 41.23 | 51.98 | NA | NA | … | … | 17.97 | 37.67 | 23.14 | 16.22 | 31.19 | 12.15 | 51.98 | 22.31 | 29.72 | 14.88 | 14.29 | 29.75 | 17.06 | 12.89 | 23.55 | 52.67 | 26.32 | 52.26 | 62.20 | 19.10 | 24.80 | 27.67 | 22.93 | 19.87 | 25.88 | 54.60 | 58.02 | 22.83 | 65.35 | 33.33 | 55.00 | 10.00 | 14.73 | 26.32 | 7.14 |
| Yield(%) | 0.00 | 0.43 | 0.64 | 0.70 | 2.06 | 2.94 | 2.66 | … | … | 0.24 | 0.39 | 0.46 | 0.63 | 0.45 | 0.72 | 0.89 | 1.11 | 0.88 | 1.32 | 1.94 | 1.56 | 1.41 | 1.36 | 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 06/04/2026, Common starting date is 11/03/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAI (Kadant Inc.) |
-35.94%
Jan 1998 – Jan 2001 |
-29.69%
Jun 1996 – Jun 2001 |
-13.53%
Feb 1999 – Feb 2009 |
-8.42%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAI (Kadant Inc.) |
68.97%
May 1993 – May 1996 |
38.06%
Oct 2012 – Oct 2017 |
28.99%
Sep 2011 – Sep 2021 |
28.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart