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
NPO (Enpro Inc.) 48.57% 68.91% 44.65% 27.97% 21.26% 14.93% 12.42%
Data as of 06/04/2026, Common starting date is 05/24/2002
More Performance Analytics Comparison
Name Start Date End Date
NPO (Enpro Inc.) 05/24/2002 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
Annualized Return (%) 1.14 68.91 44.65 27.97 21.26 14.93 12.42 48.57 24.95 10.85 45.63 -0.19 47.48 15.05 13.07 -34.86 39.13 55.97 -29.12 8.86 40.95 24.01 -20.64 57.36 22.61 -29.72 -7.71 23.23 -8.86 111.97 248.75 -52.66
Sharpe Ratio NA 1.91 1.15 0.74 0.52 NA NA 3.82 0.58 0.21 1.29 -0.05 1.52 0.23 0.33 -1.07 1.52 1.41 -0.99 0.32 2.28 1.10 -0.63 1.93 0.43 -0.59 -0.29 0.74 -0.31 2.80 3.51 -0.93
Standard Deviation(%) NA 33.90 35.67 34.83 37.54 NA NA 36.53 38.14 35.11 32.97 35.41 31.22 64.32 34.91 34.00 25.43 39.45 29.30 27.62 17.95 22.03 32.89 29.72 52.52 51.89 37.96 26.97 35.72 39.64 70.57 77.98
Draw Down(%) NA 13.45 33.72 33.80 65.76 NA NA 13.40 33.72 16.28 23.57 33.80 18.74 53.71 25.91 39.81 10.35 28.54 44.86 24.36 11.92 23.31 44.37 21.24 41.14 64.81 35.39 25.41 24.68 26.40 36.50 73.26
Yield(%) 0.10 0.83 1.14 1.22 2.09 1.78 1.72 0.29 0.73 0.77 1.07 1.02 1.47 1.54 1.62 1.03 1.30 1.95 1.28 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 05/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NPO (Enpro Inc.) -24.36%
Apr 2006 – Apr 2009
-8.56%
Mar 2015 – Mar 2020
1.63%
Sep 2005 – Sep 2015
2.91%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NPO (Enpro Inc.) 114.16%
Sep 2002 – Sep 2005
69.98%
Oct 2002 – Oct 2007
29.10%
Mar 2003 – Mar 2013
25.41%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return