Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGPI (MGP Ingredients, Inc.) | -32.15% | -44.28% | -44.34% | -25.20% | -6.25% | 6.10% | -1.64% | … | … |
Data as of 06/04/2026, Common starting date is 10/21/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGPI (MGP Ingredients, Inc.) | 10/21/1988 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.86 | -44.28 | -44.34 | -25.20 | -6.25 | 6.10 | -1.64 | … | … | -32.15 | -37.25 | -59.77 | -6.95 | 25.77 | 81.89 | -1.53 | -14.48 | -25.48 | 56.53 | 93.55 | 64.27 | 210.57 | 53.37 | -31.55 | -53.99 | 45.30 | 1,041.79 | -92.79 | -57.63 | 93.27 | 38.75 | 11.36 | 105.38 | -31.07 | 34.16 | 19.88 | -45.87 | 9.00 | -26.47 | 21.43 | -41.67 | -18.64 | 25.53 | 7.63 | 42.39 | -8.91 | 25.47 | 36.44 |
| Sharpe Ratio | NA | -1.00 | -1.07 | -0.64 | -0.15 | NA | NA | … | … | -1.09 | -1.07 | -1.31 | -0.32 | 0.68 | 2.02 | -0.03 | -0.30 | -0.68 | 1.72 | 1.93 | 1.41 | 4.86 | 1.15 | -0.53 | -0.90 | 0.99 | 9.44 | -0.93 | -1.27 | 1.39 | 1.02 | 0.13 | 2.16 | -0.57 | 0.83 | 0.27 | -1.27 | 0.12 | -0.61 | 0.35 | -0.80 | -0.75 | 0.84 | 0.17 | 1.16 | -0.36 | 0.73 | 15.02 |
| Standard Deviation(%) | NA | 42.91 | 42.39 | 40.55 | 44.26 | NA | NA | … | … | 50.56 | 37.63 | 48.26 | 33.09 | 35.81 | 40.59 | 62.98 | 53.68 | 39.78 | 32.64 | 48.34 | 45.67 | 43.28 | 46.38 | 59.73 | 59.98 | 45.52 | 110.40 | 101.07 | 48.10 | 64.99 | 35.95 | 81.65 | 48.39 | 56.66 | 38.94 | 57.38 | 38.63 | 47.97 | 48.95 | 50.41 | 56.75 | 29.06 | 27.60 | 30.79 | 32.90 | 39.56 | 26.69 | 26.98 |
| Draw Down(%) | NA | 49.02 | 86.22 | 86.39 | 86.39 | NA | NA | … | … | 37.08 | 43.60 | 60.28 | 32.05 | 17.21 | 22.19 | 56.81 | 51.12 | 43.88 | 17.07 | 21.00 | 24.85 | 18.97 | 25.57 | 53.49 | 61.09 | 33.29 | 47.92 | 94.17 | 72.60 | 47.41 | 16.09 | 69.35 | 33.76 | 57.55 | 23.11 | 33.78 | 51.93 | 31.67 | 36.76 | 23.33 | 53.13 | 37.50 | 25.41 | 15.28 | 15.02 | 36.54 | 24.63 | 4.43 |
| Yield(%) | 0.00 | 1.61 | 0.49 | 0.66 | 1.45 | 4.59 | 1.08 | … | … | 1.00 | 1.23 | 0.49 | 0.47 | 0.57 | 1.03 | 1.01 | 0.71 | 0.40 | 2.12 | 0.57 | 0.40 | 1.87 | 1.41 | 0.97 | 0.45 | 0.69 | 0.00 | 1.01 | 1.10 | 1.66 | 1.81 | 1.99 | 2.13 | 1.30 | 1.70 | 1.33 | 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 10/21/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPI (MGP Ingredients, Inc.) |
-68.56%
Jan 2006 – Jan 2009 |
-45.28%
Jan 2004 – Jan 2009 |
-21.34%
Jan 1999 – Jan 2009 |
-18.78%
Jan 1994 – Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPI (MGP Ingredients, Inc.) |
122.38%
Jan 2009 – Jan 2012 |
90.74%
Jan 2013 – Jan 2018 |
64.81%
Feb 2009 – Feb 2019 |
41.04%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart