Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOVT (Novanta Inc.) | 31.35% | 23.72% | -1.52% | 2.35% | 25.60% | 18.88% | 8.95% | … | … |
Data as of 06/05/2026, Common starting date is 03/25/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOVT (Novanta Inc.) | 03/25/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 23.72 | -1.52 | 2.35 | 25.60 | 18.88 | 8.95 | … | … | 31.35 | -19.67 | -8.12 | 23.95 | -22.95 | 49.15 | 33.67 | 40.38 | 26.00 | 138.10 | 54.19 | -7.47 | 30.96 | 29.79 | -15.35 | -3.31 | 305.36 | 52.63 | -93.83 | -4.64 | -10.77 | -5.40 | -2.46 | 95.19 | -28.88 | 5.87 | -8.57 | 79.49 |
| Sharpe Ratio | NA | 0.52 | -0.11 | 0.01 | 0.64 | NA | NA | … | … | 2.01 | -0.49 | -0.42 | 0.54 | -0.58 | 1.65 | 0.63 | 1.21 | 0.64 | 4.46 | 2.05 | -0.25 | 1.15 | 1.01 | -0.48 | -0.07 | 4.96 | 0.45 | -1.14 | -0.21 | -0.44 | -0.22 | -0.08 | 1.75 | -0.45 | 0.05 | -0.13 | 1.93 |
| Standard Deviation(%) | NA | 49.06 | 42.17 | 40.06 | 38.81 | NA | NA | … | … | 50.54 | 46.69 | 35.14 | 36.85 | 41.85 | 29.71 | 53.19 | 32.30 | 38.69 | 31.02 | 26.27 | 30.53 | 26.91 | 29.54 | 32.59 | 47.72 | 61.60 | 116.88 | 83.11 | 35.80 | 32.23 | 34.50 | 43.95 | 54.10 | 66.54 | 71.02 | 99.70 | 56.76 |
| Draw Down(%) | NA | 26.97 | 46.71 | 46.71 | 46.71 | NA | NA | … | … | 22.75 | 35.05 | 17.58 | 34.98 | 36.75 | 15.54 | 31.80 | 24.96 | 27.81 | 19.00 | 13.88 | 23.30 | 18.01 | 20.20 | 41.80 | 47.92 | 31.00 | 62.32 | 95.14 | 21.35 | 41.43 | 36.15 | 47.29 | 40.81 | 67.50 | 53.58 | 83.24 | 31.25 |
| 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 |
Data as of 06/05/2026, Common starting date is 03/25/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOVT (Novanta Inc.) |
-62.56%
Dec 2005 – Dec 2008 |
-45.87%
Jul 2004 – Jul 2009 |
-27.71%
Feb 2000 – Feb 2010 |
-12.18%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOVT (Novanta Inc.) |
85.18%
Feb 2016 – Feb 2019 |
59.37%
Feb 2016 – Feb 2021 |
47.44%
Nov 2009 – Nov 2019 |
35.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart