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
MLP (Maui Land & Pineapple Company, Inc.) 0.83% 3.02% 12.33% 9.74% 10.45% 9.11% -3.86%
Data as of 06/05/2026, Common starting date is 05/01/1998
More Performance Analytics Comparison
Name Start Date End Date
MLP (Maui Land & Pineapple Company, Inc.) 05/01/1998 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
Annualized Return (%) 0.89 3.02 12.33 9.74 10.45 9.11 -3.86 0.83 -21.06 38.33 68.68 -5.42 -13.62 2.49 13.41 -42.66 140.28 31.87 -9.75 -0.66 46.75 -0.48 -16.27 -10.78 -58.67 -53.86 -14.18 -0.03 -13.55 13.50 118.31 -34.03 2.22 37.08 94.32 -43.80
Sharpe Ratio NA 0.01 0.22 0.19 0.20 NA NA -0.02 -0.55 0.73 1.63 -0.21 -0.51 0.04 0.35 -1.09 2.05 0.80 -0.25 -0.02 1.10 -0.01 -0.27 -0.15 -0.69 -0.70 -0.54 -0.15 -0.55 0.39 3.09 -1.01 0.00 1.03 2.22 -1.23
Standard Deviation(%) NA 38.16 41.99 37.98 44.04 NA NA 31.46 44.50 43.22 39.97 32.81 26.58 56.87 34.07 40.17 68.49 39.38 38.90 42.37 42.30 54.90 60.84 73.61 85.65 77.98 32.06 22.25 28.62 32.58 38.08 34.85 30.82 32.05 41.11 49.44
Draw Down(%) NA 28.79 45.52 45.52 69.73 NA NA 13.63 35.53 18.53 25.25 32.41 25.65 34.32 20.39 46.17 54.84 19.25 34.31 41.00 18.44 57.68 50.27 57.90 61.28 76.99 30.08 24.29 42.49 25.85 27.31 43.00 27.58 21.50 17.32 57.53
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 0.00 0.00 0.00 0.00 0.00 0.53 0.72 1.38 0.00
Data as of 06/05/2026, Common starting date is 05/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLP (Maui Land & Pineapple Company, Inc.) -54.26%
Jan 2007 – Jan 2010
-40.55%
Oct 2007 – Oct 2012
-18.72%
Feb 2005 – Feb 2015
-10.21%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLP (Maui Land & Pineapple Company, Inc.) 43.57%
Jun 2014 – Jun 2017
48.62%
Oct 2012 – Oct 2017
15.89%
Nov 2014 – Nov 2024
13.28%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return