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
NAV (Navistar International Corporation) NA 55,591.93% 661.08% 316.39% 85.40% 56.05% 36.79% … …
Data as of 08/23/2021, Common starting date is 12/31/1970
More Performance Analytics Comparison
Name Start Date End Date
NAV (Navistar International Corporation) 12/31/1970 08/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970
Annualized Return (%) -4.47 55,591.93 661.08 316.39 85.40 56.05 36.79 … … 41,187.53 51.90 11.52 -39.48 36.69 254.86 -73.60 -12.33 75.42 -42.53 -34.59 49.83 80.78 -60.55 62.13 16.81 -34.92 -8.16 97.00 -38.46 50.84 -44.28 64.91 14.86 171.92 -14.12 -29.75 -35.98 5.00 -14.29 16.67 -41.94 -27.91 26.47 -10.53 -44.12 4.62 -29.35 170.59 -40.35 -72.20 -34.50 7.93 19.83 -8.33 47.49 13.29 -23.30 -32.90 28.45 8.64 0.00
Sharpe Ratio NA 92.17 1.85 1.14 0.42 NA NA … … 1,632.05 0.66 -0.27 -1.33 0.43 2.76 -1.46 -0.78 1.17 -1.03 -1.17 0.81 0.98 -0.97 0.94 -0.16 -1.88 -0.79 2.03 -1.10 0.69 -1.79 1.68 0.86 2.35 -0.35 -2.60 -1.02 0.09 -0.20 0.25 -0.64 -0.78 0.62 -0.18 -0.94 0.11 -0.54 2.30 -0.47 -1.35 -1.13 0.38 0.74 -0.42 1.85 0.48 -0.71 -0.97 1.27 0.30 0.30
Standard Deviation(%) NA 609.33 356.09 277.23 200.38 NA NA … … 761.30 78.11 43.89 46.01 40.40 79.43 63.23 39.67 48.52 59.74 45.41 38.35 63.43 82.43 43.02 35.09 29.79 35.13 38.33 52.73 44.03 62.96 53.45 55.95 52.92 33.88 35.31 33.68 57.47 70.99 65.47 64.96 35.88 42.69 58.12 46.90 42.17 54.07 73.69 86.00 53.43 30.56 20.55 26.71 19.75 25.54 27.84 32.76 33.90 22.56 28.45 0.00
Draw Down(%) NA 20.99 64.88 67.76 86.86 NA NA … … 12.56 59.37 44.75 49.76 28.24 35.31 76.64 26.94 30.54 60.97 56.28 27.46 31.92 79.91 38.90 29.77 41.16 37.71 22.03 67.33 30.61 59.97 34.68 50.09 38.00 29.17 47.14 53.30 36.80 56.25 39.39 54.29 44.23 32.76 55.88 59.14 40.00 57.94 30.53 64.18 74.88 41.21 23.20 27.40 30.46 16.80 28.51 41.88 39.68 13.25 30.74 0.00
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 0.04 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 08/23/2021, Common starting date is 12/31/1970
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAV (Navistar International Corporation) -55.43%
May 1979 – May 1982 		-37.97%
May 1977 – May 1982 		-23.91%
Nov 1980 – Nov 1990 		-20.47%
Jul 1979 – Jul 1994
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAV (Navistar International Corporation) 647.65%
Jul 2018 – Jul 2021 		326.07%
Jul 2016 – Jul 2021 		79.68%
Jul 2011 – Jul 2021 		56.21%
Jul 2006 – Jul 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return