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
MUEL (Paul Mueller Co) 5.38% 38.49% 114.59% 59.82% 31.29% 23.68% 14.29%
Data as of 06/04/2026, Common starting date is 03/30/1993
More Performance Analytics Comparison
Name Start Date End Date
MUEL (Paul Mueller Co) 03/30/1993 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
Annualized Return (%) -2.81 38.49 114.59 59.82 31.29 23.68 14.29 5.38 93.32 278.38 22.35 18.72 23.95 18.57 12.00 -35.90 40.29 2.96 -43.75 51.18 28.28 41.43 -2.78 -10.45 -39.75 -33.45 46.56 44.28 2.51 -19.84 42.00 13.55 17.76 1.33 -28.48 3.53 4.00 9.49 8.73 -10.00 7.69
Sharpe Ratio NA 0.78 2.12 1.28 0.67 NA NA 0.27 1.69 4.52 0.60 0.79 0.60 0.38 0.17 -1.19 1.19 0.08 -1.00 1.15 0.58 0.83 -0.05 -0.13 -0.37 -0.48 1.10 1.05 0.01 -0.72 1.34 0.40 0.35 -0.04 -1.02 0.00 0.01 0.15 0.11 -0.42 0.21
Standard Deviation(%) NA 53.74 53.54 45.25 44.63 NA NA 60.04 53.92 60.76 31.64 21.95 39.80 48.58 62.37 31.51 33.38 35.78 43.93 44.54 48.40 50.56 61.88 82.80 108.57 70.81 39.77 39.26 48.57 28.85 30.70 31.20 45.03 70.25 31.12 41.05 37.07 38.29 42.90 31.03 38.03
Draw Down(%) NA 32.03 32.03 32.03 55.00 NA NA 24.62 27.88 18.16 14.54 9.98 27.87 40.00 35.43 36.55 11.40 21.75 48.19 23.68 31.19 30.92 46.00 50.00 52.04 52.81 37.96 16.86 28.60 34.71 9.20 22.34 16.71 24.80 29.10 14.39 25.51 13.77 14.58 19.15 9.56
Yield(%) 0.00 0.28 1.71 1.53 1.12 1.19 1.35 0.08 0.55 1.03 1.25 1.46 0.45 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.76 5.00 6.28 8.42 7.97 5.99 7.91 8.28 9.06 8.31 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUEL (Paul Mueller Co) -33.82%
Sep 2007 – Sep 2010
-21.18%
Mar 2008 – Mar 2013
-6.65%
Aug 2007 – Aug 2017
-1.90%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUEL (Paul Mueller Co) 121.03%
Jan 2023 – Jan 2026
78.80%
Oct 2020 – Oct 2025
35.33%
Jan 2016 – Jan 2026
25.61%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return