Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSK (Oshkosh Corporation) | 7.27% | 32.98% | 20.23% | 2.02% | 12.72% | 12.93% | 6.08% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSK (Oshkosh Corporation) | 03/26/1990 | 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 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | 32.98 | 20.23 | 2.02 | 12.72 | 12.93 | 6.08 | … | … | 7.27 | 34.49 | -10.83 | 25.23 | -20.49 | 32.52 | -7.53 | 56.59 | -31.62 | 42.35 | 68.34 | -18.48 | -2.22 | 70.41 | 38.68 | -39.33 | -4.83 | 320.85 | -80.62 | -1.68 | 9.48 | 33.00 | 36.84 | 79.90 | 39.14 | 27.48 | 79.09 | -11.51 | 83.39 | 70.00 | -30.33 | 41.86 | 22.86 | -18.60 | -24.56 | 96.55 | -27.50 |
| Sharpe Ratio | NA | 0.75 | 0.55 | -0.03 | 0.31 | NA | NA | … | … | 0.18 | 0.80 | -0.49 | 0.71 | -0.67 | 1.06 | -0.15 | 1.86 | -0.89 | 1.74 | 1.87 | -0.54 | -0.07 | 2.00 | 0.97 | -0.75 | -0.13 | 3.26 | -0.88 | -0.17 | 0.20 | 1.21 | 1.30 | 2.32 | 0.89 | 0.49 | 1.36 | -0.24 | 1.75 | 1.52 | -1.06 | 1.20 | 0.41 | -0.48 | -0.53 | 1.78 | -0.77 |
| Standard Deviation(%) | NA | 38.59 | 35.65 | 34.03 | 35.07 | NA | NA | … | … | 46.33 | 39.93 | 29.43 | 30.70 | 32.85 | 30.58 | 50.49 | 29.64 | 37.15 | 24.04 | 36.49 | 34.31 | 29.88 | 35.23 | 40.02 | 52.33 | 37.76 | 98.41 | 92.85 | 29.27 | 29.72 | 25.49 | 27.68 | 34.06 | 42.72 | 52.34 | 55.01 | 62.13 | 45.56 | 43.33 | 31.79 | 31.55 | 48.45 | 43.47 | 50.46 | 51.63 | 51.42 |
| Draw Down(%) | NA | 33.06 | 36.66 | 46.06 | 48.68 | NA | NA | … | … | 33.06 | 31.66 | 25.27 | 30.55 | 42.88 | 28.29 | 48.30 | 22.28 | 44.56 | 15.83 | 21.84 | 35.55 | 32.38 | 17.82 | 28.87 | 63.05 | 43.25 | 58.32 | 91.46 | 29.80 | 34.42 | 13.20 | 17.81 | 17.29 | 24.06 | 34.57 | 35.24 | 56.89 | 25.45 | 23.17 | 34.15 | 9.26 | 25.53 | 22.73 | 51.43 | 18.75 | 44.12 |
| Yield(%) | 0.00 | 2.11 | 2.41 | 1.35 | 3.00 | 4.06 | 1.63 | … | … | 0.86 | 2.18 | 1.71 | 1.85 | 1.30 | 1.60 | 1.30 | 1.80 | 1.07 | 1.31 | 2.00 | 1.45 | 1.25 | 0.47 | 0.00 | 0.00 | 0.00 | 0.97 | 0.87 | 0.82 | 0.89 | 2.30 | 2.25 | 8.07 | 11.09 | 13.32 | 19.40 | 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 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSK (Oshkosh Corporation) |
-51.48%
Mar 2006 – Mar 2009 |
-25.26%
Feb 2004 – Feb 2009 |
-3.98%
Feb 2006 – Feb 2016 |
1.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSK (Oshkosh Corporation) |
69.08%
Apr 2003 – Apr 2006 |
57.72%
Mar 2001 – Mar 2006 |
43.24%
Apr 1997 – Apr 2007 |
29.19%
Apr 1991 – Apr 2006 |
Annualized Rolling Returns Comparison Chart