Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MEC (Mayville Engineering Company, Inc.) 74.57% 109.09% 37.47% 11.67% NA NA NA
Data as of 06/04/2026, Common starting date is 05/09/2019
More Performance Analytics Comparison
Name Start Date End Date
MEC (Mayville Engineering Company, Inc.) 05/09/2019 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 2007 2006 2005
Annualized Return (%) 25.16 109.09 37.47 11.67 NA NA NA 74.57 21.56 8.81 13.90 -15.09 11.10 43.07 -43.05 134.00 -37.50 -100.00 5.66 4,907,310.16 -52.38 -98.22 5,533.33 -97.04 -89.57 0.00 -2.92
Sharpe Ratio NA 1.31 0.55 0.08 0.01 NA NA 2.75 0.41 0.05 0.17 -0.29 0.22 0.49 -1.10 95.29 -0.01 -0.01 0.00 1,506.43 -0.36 -0.21 5.03 -0.01 -0.02 0.00 NA
Standard Deviation(%) NA 50.46 47.50 51.79 5,575.02 NA NA 50.69 46.61 45.78 58.45 56.85 51.29 86.14 77.51 221.29 10,385.22 9,166.25 5,997.23 3,257.56 199.37 556.21 1,012.62 6,353.53 4,725.05 NA 0.00
Draw Down(%) NA 27.23 45.62 72.12 100.00 NA NA 24.77 27.55 28.06 42.23 59.91 36.36 57.92 54.11 9.76 100.00 100.00 100.00 100.00 60.00 99.58 90.48 99.97 100.00 0.00 2.92
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
Data as of 06/04/2026, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEC (Mayville Engineering Company, Inc.) -20.97%
Sep 2019 – Sep 2022
3.84%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEC (Mayville Engineering Company, Inc.) 38.90%
Oct 2022 – Oct 2025
20.83%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return