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
MPX (Marine Products Corporation) -3.38% 0.44% -10.42% -8.03% 4.35% 5.54% 2.48%
Data as of 05/14/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
Name Start Date End Date
MPX (Marine Products Corporation) 03/01/2001 05/14/2026
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
Annualized Return (%) -1.68 0.44 -10.42 -8.03 4.35 5.54 2.48 -3.38 1.85 -9.86 1.11 -1.75 -11.49 3.77 -11.35 36.51 -5.81 136.35 -25.94 -14.30 79.02 28.71 -25.53 35.09 -12.06 -16.79 -38.61 14.17 -59.36 40.26 93.45 123.32 7.33
Sharpe Ratio NA -0.06 -0.35 -0.25 0.06 NA NA -0.26 -0.03 -0.34 -0.06 -0.06 -0.25 0.04 -0.31 0.70 -0.18 3.58 -0.68 -0.35 2.12 0.75 -0.36 0.57 -0.13 -0.22 -1.07 0.29 -0.97 0.63 2.35 2.88 0.13
Standard Deviation(%) NA 37.96 39.85 42.84 48.94 NA NA 43.40 35.39 39.10 42.30 49.25 45.85 88.85 41.81 50.38 36.89 38.06 38.08 41.44 37.34 38.45 71.92 61.22 94.18 82.21 39.16 37.62 63.70 62.23 39.47 42.40 52.20
Draw Down(%) NA 28.23 50.18 53.45 69.37 NA NA 28.23 20.19 20.29 45.53 37.37 38.20 53.96 30.27 32.72 31.16 13.58 36.38 39.44 15.18 24.70 57.25 36.06 42.74 59.45 41.94 34.11 70.41 40.64 21.10 21.53 42.75
Yield(%) 1.65 6.43 5.51 3.99 6.51 6.44 3.54 3.19 6.20 10.77 4.85 3.97 3.20 2.54 3.38 3.89 2.34 4.06 2.99 1.57 2.55 12.21 0.00 0.00 0.18 3.72 2.06 1.87 0.95 1.31 1.56 1.78 1.43
Data as of 05/14/2026, Common starting date is 03/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPX (Marine Products Corporation) -35.00%
Feb 2005 – Feb 2008
-28.16%
Feb 2004 – Feb 2009
-10.76%
Nov 2004 – Nov 2014
-2.67%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPX (Marine Products Corporation) 87.57%
Nov 2001 – Nov 2004
28.15%
Dec 2011 – Dec 2016
18.50%
Jun 2009 – Jun 2019
11.34%
May 2009 – May 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return