Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTX (Minerals Technologies Inc.) | 26.25% | 33.42% | 11.63% | -1.78% | 3.05% | 6.34% | 5.49% | … | … |
Data as of 06/04/2026, Common starting date is 10/23/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTX (Minerals Technologies Inc.) | 10/23/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 33.42 | 11.63 | -1.78 | 3.05 | 6.34 | 5.49 | … | … | 26.25 | -19.43 | 7.45 | 17.96 | -16.73 | 18.07 | 8.19 | 12.68 | -25.21 | -10.62 | 69.00 | -33.75 | 15.99 | 51.13 | 41.74 | -13.29 | 20.53 | 33.84 | -38.72 | 14.23 | 5.58 | -15.93 | 12.97 | 37.61 | -7.28 | 36.76 | -14.45 | -2.14 | -9.90 | 10.82 | 12.33 | 24.79 | 0.86 | 33.33 | 27.94 |
| Sharpe Ratio | NA | 1.03 | 0.25 | -0.15 | 0.05 | NA | NA | … | … | 2.62 | -0.67 | 0.15 | 0.47 | -0.55 | 0.62 | 0.13 | 0.34 | -0.96 | -0.53 | 1.96 | -0.98 | 0.60 | 2.66 | 1.95 | -0.37 | 0.67 | 0.83 | -0.76 | 0.42 | 0.10 | -0.84 | 0.62 | 1.46 | -0.21 | 1.19 | -0.45 | -0.20 | -0.42 | 0.29 | 0.31 | 0.90 | -0.09 | 0.92 | 6.62 |
| Standard Deviation(%) | NA | 30.33 | 29.68 | 30.33 | 34.44 | NA | NA | … | … | 28.80 | 33.45 | 26.38 | 31.04 | 33.35 | 29.17 | 62.42 | 32.92 | 27.72 | 21.22 | 35.08 | 34.44 | 26.50 | 19.18 | 21.53 | 35.74 | 30.66 | 40.50 | 51.87 | 26.31 | 20.94 | 21.74 | 19.44 | 25.34 | 39.47 | 29.28 | 41.45 | 26.95 | 31.50 | 24.32 | 28.19 | 23.15 | 25.69 | 33.75 | 41.16 |
| Draw Down(%) | NA | 15.83 | 42.47 | 44.17 | 65.11 | NA | NA | … | … | 11.86 | 34.33 | 21.66 | 32.78 | 33.16 | 25.80 | 50.90 | 27.79 | 38.30 | 24.63 | 19.25 | 39.16 | 18.74 | 10.60 | 10.05 | 33.19 | 23.11 | 36.33 | 47.60 | 9.87 | 21.57 | 24.93 | 14.35 | 19.83 | 38.44 | 24.02 | 44.79 | 34.87 | 34.28 | 23.51 | 15.65 | 20.41 | 16.40 | 23.23 | 11.18 |
| Yield(%) | 0.15 | 0.81 | 0.74 | 0.38 | 0.45 | 0.73 | 0.71 | … | … | 0.39 | 0.60 | 0.58 | 0.41 | 0.27 | 0.32 | 0.35 | 0.39 | 0.29 | 0.26 | 0.46 | 0.29 | 0.34 | 0.49 | 0.43 | 0.30 | 0.36 | 0.49 | 0.31 | 0.33 | 0.34 | 0.30 | 0.34 | 0.23 | 0.22 | 0.30 | 0.26 | 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 10/23/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTX (Minerals Technologies Inc.) |
-21.81%
Mar 2017 – Mar 2020 |
-12.80%
Mar 2015 – Mar 2020 |
-4.01%
Jun 1999 – Jun 2009 |
0.57%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTX (Minerals Technologies Inc.) |
41.44%
Oct 2011 – Oct 2014 |
32.65%
Mar 2009 – Mar 2014 |
15.15%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart