Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KEX (Kirby Corporation) | 8.84% | -6.98% | 25.86% | 19.28% | 4.17% | 7.32% | 8.18% | 8.33% |
Data as of 07/15/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEX (Kirby Corporation) | 03/17/1980 | 07/15/2025 |
| 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 (%) | -1.65 | -6.98 | 25.86 | 19.28 | 4.17 | 7.32 | 8.18 | 8.33 | 8.84 | 35.04 | 21.96 | 8.30 | 14.64 | -42.11 | 32.91 | 0.84 | 0.45 | 26.38 | -34.83 | -18.65 | 60.37 | -6.00 | 49.47 | 26.47 | 27.30 | -41.14 | 36.19 | 30.84 | 17.55 | 27.24 | 27.35 | -0.58 | 31.19 | 2.44 | 2.82 | 3.24 | -2.22 | 21.54 | -17.72 | -7.60 | 66.02 | 5.10 | 58.06 | -17.33 | 114.29 | 75.00 | 5.26 | 0.00 | -26.92 | -45.83 | -23.81 | -70.97 | 96.56 | 119.05 |
| Sharpe Ratio | NA | -0.21 | 0.77 | 0.55 | 0.08 | NA | NA | 0.13 | 0.55 | 1.00 | 0.71 | 0.19 | 0.43 | -0.66 | 0.33 | -0.64 | -0.76 | -0.23 | -1.91 | -1.32 | 2.06 | -0.82 | 0.95 | 0.28 | 0.18 | -1.00 | 0.57 | 0.26 | -0.12 | 0.26 | 0.31 | -0.53 | 0.36 | -1.95 | 0.96 | 1.52 | -2.28 | 1.06 | -2.19 | -0.17 | 1.83 | 0.13 | 1.24 | -0.38 | 2.76 | 1.68 | 0.06 | 0.00 | -0.49 | -0.81 | -0.45 | -1.04 | 1.57 | 3.23 |
| Standard Deviation(%) | NA | 32.50 | 29.53 | 33.23 | 35.67 | NA | NA | 41.47 | 32.90 | 28.68 | 25.00 | 36.63 | 33.90 | 63.97 | 29.42 | 32.53 | 24.81 | 34.05 | 27.99 | 28.07 | 20.35 | 30.31 | 32.73 | 28.01 | 47.22 | 60.26 | 24.96 | 32.48 | 28.66 | 29.24 | 25.93 | 38.17 | 28.06 | 33.89 | 29.09 | 24.02 | 21.33 | 22.04 | 36.50 | 33.85 | 35.85 | 38.41 | 46.55 | 44.88 | 41.43 | 44.47 | 83.68 | 74.38 | 55.09 | 56.65 | 52.16 | 68.21 | 61.28 | 52.23 |
| Draw Down(%) | NA | 33.11 | 33.11 | 33.11 | 63.34 | NA | NA | 95.84 | 22.60 | 20.23 | 15.55 | 24.85 | 31.45 | 62.59 | 18.19 | 33.24 | 17.85 | 28.62 | 39.38 | 34.83 | 9.20 | 35.16 | 19.73 | 15.75 | 35.78 | 65.03 | 12.86 | 29.36 | 15.67 | 15.96 | 22.14 | 36.23 | 17.15 | 29.95 | 24.58 | 31.63 | 16.46 | 16.22 | 32.91 | 32.43 | 18.18 | 34.43 | 35.94 | 42.53 | 25.97 | 13.51 | 63.27 | 40.00 | 43.75 | 57.63 | 48.78 | 76.15 | 53.19 | 23.81 |
| Yield(%) | 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| KEX (Kirby Corporation) |
-55.30%
Jul 1981 - Jul 1984 |
-45.61%
Jul 1981 - Jul 1986 |
-11.50%
Jul 1981 - Jul 1991 |
-6.18%
Jul 1981 - Jul 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEX (Kirby Corporation) |
62.54%
Sep 1986 - Sep 1989 |
49.63%
Oct 1986 - Oct 1991 |
25.57%
Oct 1986 - Oct 1996 |
18.56%
Oct 1986 - Oct 2001 |
Annualized Rolling Returns Comparison Chart