Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PATK (Patrick Industries, Inc.) | -19.54% | 1.24% | 26.05% | 11.80% | 10.81% | 32.47% | 13.28% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PATK (Patrick Industries, Inc.) | 11/05/1984 | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.66 | 1.24 | 26.05 | 11.80 | 10.81 | 32.47 | 13.28 | … | … | -19.54 | 32.70 | 27.43 | 69.62 | -23.07 | 19.72 | 32.77 | 77.91 | -57.37 | -8.98 | 75.40 | -1.09 | 52.02 | 85.93 | 279.51 | 116.36 | -22.02 | 279.69 | -93.57 | -20.32 | 18.04 | 4.44 | 22.76 | 26.88 | -6.90 | 26.01 | -36.66 | -39.08 | 5.66 | -1.73 | 7.53 | 79.85 | -84.31 | 131.82 | 120.00 | 11.11 | -30.77 | -36.59 | 12.33 | 14.06 | -18.99 | 33.90 | -3.28 |
| Sharpe Ratio | NA | 0.11 | 0.69 | 0.25 | 0.20 | NA | NA | … | … | -0.88 | 0.91 | 0.73 | 2.04 | -0.50 | 0.53 | 0.35 | 1.81 | -1.35 | -0.19 | 1.86 | -0.02 | 1.40 | 1.75 | 3.55 | 1.39 | -0.27 | 1.40 | -0.62 | -0.37 | 0.38 | 0.05 | 0.41 | 0.64 | -0.14 | 0.37 | -0.65 | -0.72 | 0.07 | -0.13 | 0.10 | 1.67 | -0.57 | 1.85 | 1.17 | 0.05 | -0.25 | -1.19 | 0.14 | 0.21 | -0.48 | 0.72 | -0.62 |
| Standard Deviation(%) | NA | 35.10 | 34.45 | 37.46 | 48.35 | NA | NA | … | … | 41.92 | 32.83 | 32.84 | 32.64 | 48.98 | 37.46 | 93.09 | 42.34 | 43.58 | 52.20 | 40.36 | 54.54 | 37.05 | 49.01 | 79.95 | 83.69 | 80.86 | 199.17 | 151.60 | 62.84 | 38.37 | 44.83 | 53.05 | 40.70 | 58.10 | 64.06 | 62.58 | 59.23 | 31.33 | 42.44 | 38.90 | 45.53 | 153.18 | 69.70 | 99.19 | 139.86 | 146.74 | 35.81 | 52.51 | 46.20 | 48.46 | 39.25 | 41.99 |
| Draw Down(%) | NA | 41.39 | 41.39 | 49.75 | 80.68 | NA | NA | … | … | 41.39 | 23.77 | 21.66 | 16.82 | 46.31 | 26.72 | 69.12 | 40.16 | 61.02 | 36.17 | 32.64 | 44.54 | 22.40 | 33.22 | 35.03 | 41.79 | 52.91 | 67.95 | 95.28 | 48.80 | 30.97 | 24.55 | 27.46 | 14.69 | 35.50 | 38.03 | 59.66 | 52.61 | 20.84 | 30.59 | 23.33 | 22.55 | 87.19 | 39.53 | 28.12 | 29.17 | 55.17 | 36.59 | 31.37 | 41.56 | 46.09 | 31.03 | 17.74 |
| Yield(%) | 0.00 | 2.08 | 3.51 | 2.38 | 0.97 | 10.51 | 1.40 | … | … | 0.85 | 2.03 | 3.26 | 3.12 | 1.78 | 1.69 | 1.95 | 0.81 | 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 | 1.67 | 2.30 | 1.26 | 1.07 | 1.37 | 0.79 | 1.25 | 1.41 | 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 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PATK (Patrick Industries, Inc.) |
-66.00%
Feb 2006 – Feb 2009 |
-46.06%
Feb 2004 – Feb 2009 |
-29.71%
Feb 1999 – Feb 2009 |
-27.30%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PATK (Patrick Industries, Inc.) |
193.84%
Apr 2009 – Apr 2012 |
151.40%
Feb 2009 – Feb 2014 |
59.66%
Feb 2009 – Feb 2019 |
46.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart