Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAR (KAR Auction Services Inc) | -4.33% | 33.07% | 25.89% | 15.42% | 10.41% | 15.76% | NA | … | … |
Data as of 02/26/2026, Common starting date is 12/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAR (KAR Auction Services Inc) | 12/11/2009 | 02/26/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.63 | 33.07 | 25.89 | 15.42 | 10.41 | 15.76 | NA | … | … | -4.33 | 56.35 | 35.85 | 13.49 | -16.45 | -16.07 | -13.44 | 24.26 | -1.07 | 27.68 | 24.38 | 15.30 | 27.62 | 59.36 | 53.91 | -2.11 | 0.00 | 14.73 |
| Sharpe Ratio | NA | 0.84 | 0.74 | 0.33 | 0.23 | NA | NA | … | … | -0.68 | 1.60 | 1.10 | 0.28 | -0.32 | -0.36 | -0.20 | 0.67 | -0.11 | 1.61 | 1.08 | 0.95 | 1.36 | 2.66 | 1.88 | -0.06 | 0.00 | 35.27 |
| Standard Deviation(%) | NA | 36.08 | 30.93 | 39.32 | 39.18 | NA | NA | … | … | 40.20 | 34.08 | 26.80 | 33.43 | 55.77 | 44.11 | 69.44 | 34.27 | 21.05 | 16.91 | 22.40 | 16.04 | 20.34 | 22.32 | 28.94 | 35.56 | 29.87 | 37.81 |
| Draw Down(%) | NA | 21.21 | 21.21 | 41.61 | 64.48 | NA | NA | … | … | 17.17 | 21.21 | 16.10 | 20.09 | 41.02 | 33.45 | 58.59 | 24.45 | 27.72 | 10.34 | 13.63 | 9.91 | 17.19 | 13.10 | 21.48 | 44.88 | 28.91 | 2.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.19 | 9.30 | 8.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 3.65 | 5.01 | 7.99 | 8.52 | 8.26 | 9.03 | 10.54 | 3.68 | 0.00 | 0.00 | 0.00 |
Data as of 02/26/2026, Common starting date is 12/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAR (KAR Auction Services Inc) |
-22.51%
Sep 2019 – Sep 2022 |
-8.26%
Oct 2019 – Oct 2024 |
5.88%
Apr 2015 – Apr 2025 |
11.71%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAR (KAR Auction Services Inc) |
46.65%
Nov 2011 – Nov 2014 |
37.82%
Sep 2011 – Sep 2016 |
20.82%
Nov 2010 – Nov 2020 |
17.03%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart