Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCCK (Mestek Inc) | 24.41% | 84.13% | 51.14% | 18.14% | 14.39% | 16.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCCK (Mestek Inc) | 01/29/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.54 | 84.13 | 51.14 | 18.14 | 14.39 | 16.37 | NA | … | … | 24.41 | 68.18 | 37.50 | -8.05 | -18.44 | 13.48 | -8.89 | 7.50 | -1.07 | 21.25 | 14.29 | 7.69 | 13.04 | 17.43 | 78.55 | 12.72 | 26.03 | -8.75 | -37.25 |
| Sharpe Ratio | NA | 2.12 | 1.38 | 0.46 | 0.40 | NA | NA | … | … | 1.47 | 1.82 | 0.82 | -0.34 | -0.84 | 0.56 | -0.31 | 0.40 | -0.07 | 0.67 | 0.44 | 0.21 | 0.40 | 0.59 | 1.61 | 0.43 | 0.26 | -0.05 | -0.88 |
| Standard Deviation(%) | NA | 37.08 | 35.58 | 33.99 | 31.24 | NA | NA | … | … | 42.22 | 36.58 | 37.89 | 36.74 | 23.64 | 24.23 | 29.45 | 15.25 | 34.74 | 30.78 | 32.07 | 36.21 | 32.82 | 29.56 | 49.29 | 29.51 | 101.55 | 174.66 | 45.57 |
| Draw Down(%) | NA | 13.46 | 13.46 | 41.67 | 45.00 | NA | NA | … | … | 11.19 | 13.46 | 13.24 | 26.25 | 27.27 | 12.98 | 24.19 | 13.56 | 18.14 | 15.50 | 16.67 | 24.45 | 15.19 | 20.37 | 19.67 | 15.35 | 52.00 | 73.75 | 46.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.23 | 1.18 | … | … | 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 | 28.93 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCK (Mestek Inc) |
-11.82%
Mar 2008 – Mar 2011 |
-10.79%
Oct 2018 – Oct 2023 |
2.29%
Oct 2013 – Oct 2023 |
4.93%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCK (Mestek Inc) |
47.94%
May 2023 – May 2026 |
38.20%
Jun 2009 – Jun 2014 |
21.69%
Jun 2009 – Jun 2019 |
16.37%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart