Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KTOS (Kratos Defense & Security Solutions, Inc.) | 124.11% | 177.56% | 65.68% | 30.02% | 25.56% | 12.60% | -0.42% | -9.17% |
Data as of 07/18/2025, AR inception is 11/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTOS (Kratos Defense & Security Solutions, Inc.) | 11/08/1999 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.33 | 177.56 | 65.68 | 30.02 | 25.56 | 12.60 | -0.42 | -9.17 | 124.11 | 30.70 | 96.61 | -46.80 | -29.27 | 52.30 | 27.82 | 33.05 | 43.11 | 80.49 | -18.33 | -34.64 | 52.68 | -15.75 | -54.67 | 24.83 | -24.64 | -40.43 | -17.54 | -44.12 | -45.97 | -36.47 | 147.25 | -10.70 | -81.43 | -16.91 | -33.40 |
| Sharpe Ratio | NA | 2.93 | 1.22 | 0.57 | 0.45 | NA | NA | -0.17 | 4.81 | 0.60 | 2.28 | -0.90 | -0.68 | 0.79 | 0.64 | 0.72 | 1.00 | 1.47 | -0.39 | -0.86 | 1.37 | -0.34 | -1.08 | 0.57 | -0.26 | -0.72 | -0.31 | -1.07 | -1.11 | -0.59 | 2.57 | -0.14 | -0.69 | -0.17 | -1.26 |
| Standard Deviation(%) | NA | 48.49 | 44.30 | 45.87 | 48.75 | NA | NA | 62.53 | 54.47 | 40.63 | 40.88 | 53.91 | 43.39 | 65.48 | 41.15 | 44.04 | 42.50 | 54.71 | 46.94 | 40.13 | 38.39 | 46.70 | 50.84 | 43.29 | 93.85 | 57.45 | 65.49 | 44.26 | 43.49 | 63.03 | 57.02 | 81.67 | 123.00 | 126.76 | 77.48 |
| Draw Down(%) | NA | 30.75 | 43.41 | 72.74 | 72.74 | NA | NA | 99.81 | 30.75 | 18.35 | 16.47 | 58.59 | 42.63 | 51.15 | 30.63 | 28.70 | 27.81 | 30.40 | 48.52 | 52.44 | 29.22 | 43.52 | 67.98 | 36.64 | 57.86 | 52.77 | 62.46 | 65.40 | 48.11 | 72.34 | 34.33 | 50.21 | 91.65 | 79.77 | 40.08 |
| 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 |
Data as of 07/18/2025, AR inception is 11/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTOS (Kratos Defense & Security Solutions, Inc.) |
-63.42%
Feb 2000 - Feb 2003 |
-43.63%
Feb 2000 - Feb 2005 |
-36.57%
Feb 2000 - Feb 2010 |
-30.09%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTOS (Kratos Defense & Security Solutions, Inc.) |
77.47%
Jul 2016 - Jul 2019 |
52.76%
Jan 2016 - Jan 2021 |
22.11%
Jun 2015 - Jun 2025 |
10.42%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart