Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PII (Polaris Inc.) | -10.40% | -33.73% | -19.75% | -9.59% | -8.11% | 6.79% | 9.06% | 18.15% |
Data as of 07/11/2025, AR inception is 09/16/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PII (Polaris Inc.) | 09/16/1987 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.93 | -33.73 | -19.75 | -9.59 | -8.11 | 6.79 | 9.06 | 18.15 | -10.40 | -37.19 | -3.79 | -6.01 | 17.75 | -3.78 | 36.37 | -36.76 | 54.19 | -1.71 | -42.25 | 5.62 | 75.96 | 53.30 | 52.36 | 100.48 | 86.99 | -29.98 | 13.79 | 4.20 | -19.83 | 78.49 | 108.82 | 35.38 | 112.05 | 75.71 | -7.50 | 28.22 | 28.68 | -19.15 | -14.65 | 52.96 | 47.95 | 19.28 | 39.73 | 11.73 | 59.35 | -3.91 | -20.50 |
| Sharpe Ratio | NA | -0.73 | -0.60 | -0.29 | -0.23 | NA | NA | 0.42 | -0.37 | -1.20 | -0.25 | -0.17 | 0.54 | -0.06 | 0.94 | -1.03 | 1.83 | -0.05 | -1.38 | 0.24 | 3.25 | 1.70 | 1.19 | 2.97 | 1.31 | -0.47 | 0.35 | 0.03 | -0.75 | 2.82 | 3.09 | 0.79 | 2.59 | 1.67 | -0.34 | 0.67 | 0.89 | -0.71 | -0.65 | 1.70 | 2.18 | 0.93 | 1.61 | 0.20 | 1.72 | -0.36 | -0.85 |
| Standard Deviation(%) | NA | 50.52 | 38.68 | 38.67 | 40.92 | NA | NA | 37.07 | 59.13 | 34.12 | 29.75 | 43.12 | 32.98 | 66.62 | 37.31 | 37.00 | 29.44 | 35.63 | 30.73 | 23.21 | 23.38 | 31.60 | 43.87 | 33.86 | 66.19 | 65.60 | 30.33 | 26.11 | 29.51 | 27.50 | 34.93 | 43.39 | 43.30 | 42.69 | 31.67 | 37.02 | 27.87 | 31.97 | 28.69 | 29.39 | 20.87 | 17.90 | 22.19 | 31.29 | 30.97 | 24.35 | 68.99 |
| Draw Down(%) | NA | 61.98 | 75.23 | 75.62 | 75.62 | NA | NA | 75.62 | 44.39 | 41.87 | 39.07 | 25.65 | 28.89 | 61.86 | 23.44 | 45.35 | 13.20 | 29.33 | 46.48 | 17.62 | 10.72 | 16.56 | 23.61 | 16.66 | 51.70 | 59.54 | 22.97 | 29.68 | 37.39 | 10.57 | 18.27 | 24.52 | 28.26 | 19.88 | 31.54 | 36.54 | 15.24 | 46.50 | 27.12 | 16.38 | 12.87 | 12.53 | 9.88 | 31.46 | 14.42 | 17.81 | 29.94 |
| Yield(%) | 0.00 | 3.36 | 2.45 | 2.70 | 1.61 | 8.23 | 9.12 | 114.56 | 2.38 | 2.80 | 2.59 | 2.32 | 2.63 | 2.41 | 3.13 | 1.90 | 2.81 | 2.49 | 1.42 | 1.66 | 1.95 | 2.71 | 7.54 | 14.47 | 20.81 | 12.96 | 11.51 | 9.64 | 6.72 | 14.85 | 33.09 | 31.34 | 41.36 | 40.37 | 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 07/11/2025, AR inception is 09/16/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PII (Polaris Inc.) |
-26.86%
Apr 2022 - Apr 2025 |
-17.40%
Mar 2015 - Mar 2020 |
-10.77%
Apr 2015 - Apr 2025 |
3.80%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PII (Polaris Inc.) |
113.95%
Feb 2009 - Feb 2012 |
84.15%
Mar 2000 - Mar 2005 |
41.41%
May 2000 - May 2010 |
43.63%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart