Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWR (Quaker Chemical Corporation) | 3.19% | 33.59% | -9.70% | -9.11% | 5.64% | 10.12% | 13.04% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWR (Quaker Chemical Corporation) | 03/26/1990 | 06/05/2026 |
| 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 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 33.59 | -9.70 | -9.11 | 5.64 | 10.12 | 13.04 | … | … | 3.19 | -0.84 | -33.38 | 29.14 | -26.90 | -8.32 | 55.41 | -6.66 | 18.90 | 19.03 | 68.15 | -14.81 | 21.21 | 45.33 | 41.68 | -4.35 | 108.63 | 34.17 | -22.08 | 3.36 | 19.93 | -19.08 | -16.54 | 37.34 | 17.04 | 14.50 | 38.54 | -16.92 | -0.86 | 20.48 | 28.24 | -25.03 | 21.50 | -21.36 | 4.37 | 13.93 | 30.53 |
| Sharpe Ratio | NA | 0.76 | -0.33 | -0.29 | 0.12 | NA | NA | … | … | 0.26 | -0.09 | -1.27 | 0.73 | -0.56 | -0.29 | 0.97 | -0.27 | 0.60 | 0.87 | 2.75 | -0.51 | 0.88 | 1.80 | 1.22 | -0.08 | 2.02 | 0.39 | -0.28 | 0.01 | 0.63 | -0.96 | -0.76 | 1.19 | 0.50 | 0.45 | 1.25 | -0.68 | -0.16 | 0.68 | 0.43 | -0.51 | 0.44 | -0.55 | 0.04 | 0.23 | 0.74 |
| Standard Deviation(%) | NA | 40.61 | 36.17 | 38.88 | 37.12 | NA | NA | … | … | 41.60 | 42.21 | 29.15 | 35.09 | 51.13 | 28.96 | 56.47 | 30.50 | 29.55 | 21.10 | 24.72 | 29.01 | 24.06 | 25.14 | 34.48 | 55.91 | 53.72 | 86.52 | 81.02 | 39.00 | 26.40 | 22.12 | 23.14 | 30.80 | 31.62 | 27.09 | 27.42 | 29.96 | 27.91 | 24.51 | 56.31 | 56.91 | 41.88 | 42.32 | 43.93 | 43.62 | 48.28 |
| Draw Down(%) | NA | 36.46 | 55.31 | 63.20 | 66.09 | NA | NA | … | … | 36.46 | 33.10 | 34.92 | 34.94 | 44.59 | 25.79 | 40.40 | 35.42 | 19.20 | 13.47 | 9.95 | 18.70 | 14.11 | 12.72 | 23.81 | 45.59 | 34.34 | 71.06 | 67.59 | 18.51 | 21.65 | 33.30 | 25.75 | 20.19 | 26.15 | 21.11 | 12.00 | 23.80 | 37.21 | 10.76 | 17.20 | 34.16 | 17.19 | 37.27 | 23.59 | 19.95 | 34.44 |
| Yield(%) | 0.00 | 1.88 | 0.96 | 0.76 | 1.83 | 3.63 | 7.27 | … | … | 0.73 | 1.44 | 0.87 | 1.08 | 0.70 | 0.65 | 0.92 | 0.85 | 0.96 | 1.08 | 1.77 | 1.38 | 1.43 | 1.74 | 2.41 | 2.19 | 4.26 | 6.01 | 4.32 | 3.97 | 4.47 | 3.62 | 2.82 | 3.65 | 4.04 | 4.43 | 5.29 | 4.33 | 3.92 | 4.44 | 5.48 | 3.65 | 3.91 | 2.86 | 2.13 | 2.93 | 2.10 |
Data as of 06/05/2026, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWR (Quaker Chemical Corporation) |
-31.60%
Feb 2006 – Feb 2009 |
-23.23%
Feb 2004 – Feb 2009 |
-4.63%
Feb 1999 – Feb 2009 |
-2.98%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWR (Quaker Chemical Corporation) |
101.61%
Feb 2009 – Feb 2012 |
73.95%
Feb 2009 – Feb 2014 |
46.60%
Feb 2009 – Feb 2019 |
29.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart