Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LECO (Lincoln Electric Holdings, Inc.) | 10.46% | 36.85% | 15.04% | 16.80% | 17.72% | 16.22% | 13.69% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LECO (Lincoln Electric Holdings, Inc.) | 04/07/1994 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 36.85 | 15.04 | 16.80 | 17.72 | 16.22 | 13.69 | … | … | 10.46 | 29.63 | -12.55 | 52.61 | 5.42 | 21.89 | 22.96 | 25.40 | -12.24 | 21.36 | 51.54 | -23.32 | -1.80 | 48.52 | 26.49 | 22.08 | 24.55 | 7.73 | -27.27 | 19.36 | 54.47 | 17.26 | 42.65 | 10.06 | -2.98 | 27.77 | -1.77 | -7.30 | 14.10 | 18.63 | 31.50 | -33.33 | 105.48 |
| Sharpe Ratio | NA | 1.20 | 0.44 | 0.54 | 0.59 | NA | NA | … | … | 0.64 | 0.87 | -0.57 | 2.02 | 0.17 | 1.00 | 0.53 | 1.00 | -0.55 | 1.02 | 2.07 | -0.94 | -0.09 | 2.31 | 0.97 | 0.55 | 0.86 | 0.16 | -0.51 | 0.50 | 1.91 | 0.56 | 1.52 | 0.26 | -0.10 | 0.52 | -0.12 | -0.31 | 0.22 | 0.61 | 0.88 | -0.49 | 3.97 |
| Standard Deviation(%) | NA | 26.28 | 28.35 | 26.47 | 27.37 | NA | NA | … | … | 29.27 | 30.83 | 28.16 | 24.50 | 24.02 | 21.81 | 42.62 | 24.03 | 25.00 | 20.29 | 24.78 | 24.81 | 20.52 | 20.95 | 27.58 | 40.42 | 28.48 | 47.88 | 54.69 | 32.38 | 26.87 | 26.76 | 27.45 | 35.96 | 41.61 | 49.51 | 51.43 | 34.11 | 48.64 | 24.40 | 31.18 | 75.86 | 41.11 |
| Draw Down(%) | NA | 20.09 | 34.29 | 34.29 | 38.89 | NA | NA | … | … | 20.09 | 22.59 | 32.67 | 21.41 | 16.95 | 10.02 | 38.89 | 17.23 | 26.26 | 12.97 | 11.74 | 29.29 | 17.55 | 11.46 | 23.14 | 29.84 | 20.14 | 51.84 | 59.57 | 18.14 | 14.61 | 15.98 | 12.55 | 32.25 | 32.77 | 20.32 | 46.00 | 22.70 | 31.66 | 15.41 | 21.99 | 63.60 | 14.04 |
| Yield(%) | 0.00 | 1.58 | 1.61 | 2.02 | 3.57 | 4.92 | 5.05 | … | … | 0.32 | 1.65 | 1.35 | 1.80 | 1.67 | 1.84 | 2.02 | 2.43 | 1.78 | 1.85 | 3.20 | 1.72 | 1.39 | 1.66 | 1.80 | 1.90 | 2.14 | 2.04 | 1.47 | 1.48 | 1.94 | 2.10 | 2.75 | 2.67 | 2.59 | 3.16 | 2.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LECO (Lincoln Electric Holdings, Inc.) |
-15.39%
Jun 2006 – Jun 2009 |
-12.45%
May 1995 – May 2000 |
2.24%
Apr 1995 – Apr 2005 |
6.03%
May 1995 – May 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LECO (Lincoln Electric Holdings, Inc.) |
48.37%
Jun 2003 – Jun 2006 |
39.90%
Feb 2009 – Feb 2014 |
21.92%
Mar 2003 – Mar 2013 |
22.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart