Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRX (Matrix Service Company) | 21.88% | 17.27% | 35.20% | 5.08% | -1.71% | 0.84% | 0.84% | … | … |
Data as of 06/04/2026, Common starting date is 09/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRX (Matrix Service Company) | 09/26/1990 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.79 | 17.27 | 35.20 | 5.08 | -1.71 | 0.84 | 0.84 | … | … | 21.88 | -1.84 | 22.09 | 57.23 | -17.29 | -31.76 | -51.84 | 27.54 | 0.79 | -21.59 | 10.52 | -7.97 | -8.64 | 112.43 | 21.82 | -22.50 | 14.37 | 38.85 | -64.85 | 35.53 | 63.62 | 22.08 | -55.49 | 284.50 | 40.60 | 12.84 | 30.14 | -3.95 | -48.30 | 63.33 | 32.35 | -27.66 | -48.91 | 12.20 | -59.80 | 131.82 | 35.38 |
| Sharpe Ratio | NA | 0.08 | 0.60 | 0.02 | -0.06 | NA | NA | … | … | 0.59 | -0.09 | 0.33 | 0.91 | -0.30 | -0.61 | -0.55 | 0.10 | -0.49 | -0.75 | -0.47 | -0.54 | -0.50 | 2.64 | 0.08 | -0.67 | -0.09 | 0.32 | -0.90 | 0.24 | 1.32 | 0.01 | -0.98 | 4.96 | 0.39 | -0.15 | -0.66 | 0.27 | -0.22 | 0.37 | 0.55 | -1.30 | -0.69 | 0.19 | -0.90 | 2.40 | 4.64 |
| Standard Deviation(%) | NA | 48.78 | 51.54 | 53.91 | 56.73 | NA | NA | … | … | 50.61 | 52.81 | 47.72 | 58.59 | 61.65 | 51.88 | 94.50 | 41.21 | 42.43 | 54.54 | 50.23 | 48.77 | 53.82 | 35.50 | 41.50 | 60.83 | 47.19 | 63.01 | 93.62 | 55.89 | 31.54 | 74.88 | 76.47 | 53.42 | 53.94 | 56.08 | 58.30 | 77.44 | 69.14 | 45.18 | 62.11 | 68.96 | 68.93 | 64.17 | 66.41 | 54.66 | 46.99 |
| Draw Down(%) | NA | 36.03 | 36.03 | 70.02 | 86.56 | NA | NA | … | … | 29.33 | 35.21 | 34.41 | 48.81 | 60.82 | 58.22 | 68.14 | 26.56 | 39.22 | 65.67 | 30.48 | 25.75 | 48.43 | 17.59 | 34.47 | 47.25 | 31.74 | 42.76 | 78.45 | 41.64 | 13.08 | 56.16 | 79.85 | 22.33 | 37.18 | 31.52 | 41.67 | 39.74 | 56.80 | 27.03 | 26.79 | 50.00 | 60.00 | 37.25 | 70.04 | 24.79 | 9.09 |
| 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 | 0.00 | 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 09/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRX (Matrix Service Company) |
-44.51%
Jun 1992 – Jun 1995 |
-27.98%
Aug 1991 – Aug 1996 |
-13.74%
Sep 1991 – Sep 2001 |
-11.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRX (Matrix Service Company) |
82.72%
Dec 2000 – Dec 2003 |
51.64%
Mar 1999 – Mar 2004 |
26.84%
Aug 1998 – Aug 2008 |
22.11%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart