Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDEX (Pro-Dex, Inc.) | 69.46% | 54.42% | 50.84% | 14.32% | 31.12% | 22.79% | 13.42% | … | … |
Data as of 06/05/2026, Common starting date is 08/07/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDEX (Pro-Dex, Inc.) | 08/07/1986 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 54.42 | 50.84 | 14.32 | 31.12 | 22.79 | 13.42 | … | … | 69.46 | -15.61 | 181.39 | 10.19 | -31.50 | -25.06 | 76.47 | 45.28 | 77.65 | 44.68 | 94.21 | -2.02 | 1.65 | 18.54 | -16.67 | 22.39 | 31.37 | 18.60 | -70.34 | 0.00 | -40.82 | -11.55 | -11.78 | 582.61 | -43.90 | -71.48 | 104.44 | -13.46 | -36.59 | 7.89 | -32.14 | 69.70 | 17.86 | -15.15 | 50.00 | 120.00 | 150.00 | -50.00 | -60.00 | -64.29 | -34.88 |
| Sharpe Ratio | NA | 0.87 | 0.75 | 0.19 | 0.51 | NA | NA | … | … | 5.45 | -0.21 | 2.91 | 0.16 | -0.62 | -0.45 | 1.08 | 0.38 | 1.03 | 0.69 | 1.07 | -0.62 | -0.26 | 0.00 | -0.55 | 0.06 | 0.16 | 0.00 | -1.08 | -0.40 | -1.32 | -0.63 | -0.46 | 5.49 | -0.43 | -1.15 | 0.35 | 0.12 | -0.04 | -0.48 | -0.48 | 0.11 | 0.29 | -0.23 | 0.72 | 2.84 | 2.29 | -0.48 | -0.68 | -1.30 | -1.97 |
| Standard Deviation(%) | NA | 66.52 | 65.92 | 59.40 | 58.64 | NA | NA | … | … | 46.81 | 87.31 | 60.86 | 37.38 | 53.63 | 56.29 | 69.99 | 58.43 | 54.50 | 37.24 | 55.93 | 33.20 | 65.96 | 43.20 | 64.38 | 61.34 | 78.59 | 96.57 | 83.07 | 54.96 | 48.19 | 51.82 | 67.91 | 102.60 | 149.51 | 81.53 | 100.89 | 98.43 | 84.10 | 80.97 | 62.63 | 68.02 | 67.17 | 65.33 | 68.60 | 42.04 | 65.22 | 104.96 | 88.30 | 49.25 | 33.44 |
| Draw Down(%) | NA | 55.31 | 65.35 | 65.35 | 69.11 | NA | NA | … | … | 13.73 | 65.35 | 26.67 | 23.96 | 49.01 | 42.91 | 36.90 | 41.23 | 30.43 | 23.21 | 37.21 | 21.26 | 49.60 | 22.36 | 47.59 | 47.62 | 40.22 | 46.00 | 79.53 | 31.96 | 58.27 | 35.92 | 43.57 | 42.11 | 77.61 | 77.32 | 55.88 | 43.75 | 60.42 | 46.67 | 61.46 | 32.00 | 34.04 | 44.00 | 39.47 | 18.75 | 33.33 | 75.00 | 70.00 | 77.78 | 38.64 |
| 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 | 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 08/07/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDEX (Pro-Dex, Inc.) |
-63.46%
Sep 1986 – Sep 1989 |
-32.81%
Dec 2003 – Dec 2008 |
-14.97%
Sep 1992 – Sep 2002 |
-12.47%
Aug 1987 – Aug 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDEX (Pro-Dex, Inc.) |
104.08%
Sep 1989 – Sep 1992 |
73.69%
Nov 2015 – Nov 2020 |
41.72%
Apr 2015 – Apr 2025 |
26.10%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart