Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSM (MSC Industrial Direct Co., Inc.) | 40.13% | 49.21% | 11.77% | 8.76% | 10.31% | 8.59% | 8.74% | … | … |
Data as of 06/05/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSM (MSC Industrial Direct Co., Inc.) | 12/15/1995 | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.52 | 49.21 | 11.77 | 8.76 | 10.31 | 8.59 | 8.74 | … | … | 40.13 | 17.41 | -23.40 | 28.52 | 0.90 | 3.09 | 34.80 | 6.02 | -18.12 | 7.60 | 69.52 | -28.99 | 6.51 | 8.71 | 7.57 | 12.27 | 40.13 | 30.69 | -7.04 | 5.00 | -1.35 | 13.48 | 32.44 | 55.69 | -10.11 | 9.34 | 22.87 | -41.44 | 7.74 | 13.51 | 34.55 | 13.40 |
| Sharpe Ratio | NA | 1.37 | 0.25 | 0.18 | 0.30 | NA | NA | … | … | 3.35 | 0.52 | -0.98 | 1.22 | -0.02 | 0.14 | 0.84 | 0.19 | -0.78 | 0.25 | 3.29 | -1.45 | 0.35 | 0.39 | 0.32 | 0.37 | 1.50 | 0.78 | -0.18 | 0.07 | -0.15 | 0.42 | 1.29 | 1.78 | -0.19 | 0.14 | 0.26 | -0.57 | 0.08 | 0.31 | 0.93 | 68.20 |
| Standard Deviation(%) | NA | 26.41 | 26.43 | 24.70 | 26.83 | NA | NA | … | … | 29.15 | 27.89 | 27.57 | 20.49 | 23.08 | 22.17 | 41.01 | 23.56 | 25.03 | 28.17 | 21.04 | 19.97 | 18.31 | 22.19 | 23.93 | 32.78 | 26.74 | 39.03 | 45.31 | 27.85 | 31.65 | 26.82 | 24.32 | 30.86 | 60.25 | 49.71 | 70.77 | 78.09 | 53.12 | 31.72 | 32.96 | 48.09 |
| Draw Down(%) | NA | 11.86 | 29.31 | 29.31 | 43.98 | NA | NA | … | … | 10.30 | 15.56 | 27.00 | 12.69 | 16.87 | 17.13 | 35.60 | 22.59 | 24.05 | 37.08 | 10.94 | 30.59 | 16.32 | 12.94 | 25.98 | 32.68 | 21.75 | 29.02 | 47.39 | 31.08 | 31.10 | 24.77 | 15.81 | 17.99 | 57.08 | 23.66 | 47.43 | 70.48 | 57.74 | 28.43 | 22.95 | 4.12 |
| Yield(%) | 0.00 | 4.30 | 3.63 | 3.54 | 5.43 | 4.99 | 5.74 | … | … | 2.03 | 4.54 | 3.36 | 3.92 | 3.62 | 3.67 | 15.61 | 3.89 | 2.61 | 2.64 | 4.14 | 2.15 | 2.36 | 1.34 | 2.09 | 1.54 | 1.96 | 2.28 | 2.13 | 1.86 | 1.49 | 1.45 | 1.37 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSM (MSC Industrial Direct Co., Inc.) |
-21.43%
Nov 1996 – Nov 1999 |
-16.09%
Sep 1997 – Sep 2002 |
2.69%
Jan 1999 – Jan 2009 |
6.32%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSM (MSC Industrial Direct Co., Inc.) |
51.85%
Mar 2003 – Mar 2006 |
38.22%
Sep 2002 – Sep 2007 |
22.14%
Sep 2002 – Sep 2012 |
16.86%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart