Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KOGL (Kopp Glass Inc) | 0.00% | 0.00% | -6.62% | -1.02% | -2.03% | 9.31% | NA | … | … |
Data as of 01/02/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KOGL (Kopp Glass Inc) | 10/18/2010 | 01/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -6.62 | -1.02 | -2.03 | 9.31 | NA | … | … | 0.00 | 0.00 | 0.00 | -18.57 | 16.67 | 1.67 | -1.64 | -1.61 | -8.28 | -6.11 | 2.86 | 27.30 | 42.28 | -7.98 | 82.61 | 53.33 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.48 | -0.19 | -0.19 | NA | NA | … | … | NA | 0.00 | 0.00 | -0.63 | 1.11 | 1.24 | -0.07 | -0.15 | -0.44 | -0.33 | 0.30 | 1.72 | 1.27 | -0.29 | 1.58 | 0.76 | 0.00 |
| Standard Deviation(%) | NA | 33.90 | 21.09 | 17.51 | 19.08 | NA | NA | … | … | 0.00 | NA | NA | 36.63 | 13.88 | 2.06 | 27.48 | 20.02 | 21.57 | 20.42 | 8.80 | 15.86 | 33.20 | 27.43 | 52.73 | 70.32 | NA |
| Draw Down(%) | NA | 0.00 | 28.75 | 28.75 | 33.33 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 28.75 | 0.00 | 0.00 | 18.03 | 19.69 | 18.57 | 13.33 | 5.71 | 5.14 | 7.76 | 17.39 | 14.00 | 24.14 | 0.00 |
| 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 |
Data as of 01/02/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOGL (Kopp Glass Inc) |
-11.30%
Jun 2017 – Jun 2020 |
-5.77%
Aug 2015 – Aug 2020 |
-2.03%
Aug 2015 – Aug 2025 |
9.31%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOGL (Kopp Glass Inc) |
37.09%
Dec 2010 – Dec 2013 |
36.08%
Nov 2010 – Nov 2015 |
14.87%
Nov 2010 – Nov 2020 |
9.31%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart