Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLOW (Douglas Dynamics, Inc.) | 38.04% | 68.07% | 19.88% | 4.17% | 11.05% | 12.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLOW (Douglas Dynamics, Inc.) | 05/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 68.07 | 19.88 | 4.17 | 11.05 | 12.09 | NA | … | … | 38.04 | 43.83 | -16.47 | -14.77 | -4.01 | -6.12 | -19.69 | 57.19 | -2.68 | 15.60 | 65.36 | 2.42 | 33.39 | 23.61 | 4.48 | 4.81 | 35.78 |
| Sharpe Ratio | NA | 2.00 | 0.50 | 0.05 | 0.27 | NA | NA | … | … | 2.86 | 1.56 | -0.54 | -0.59 | -0.17 | -0.19 | -0.36 | 2.22 | -0.13 | 0.52 | 1.81 | 0.08 | 1.09 | 0.95 | 0.18 | 0.13 | 1.81 |
| Standard Deviation(%) | NA | 31.91 | 33.58 | 32.69 | 34.90 | NA | NA | … | … | 40.26 | 26.44 | 37.14 | 31.62 | 32.63 | 32.07 | 54.73 | 25.11 | 31.36 | 28.75 | 36.04 | 31.58 | 30.48 | 24.72 | 24.99 | 37.73 | 32.69 |
| Draw Down(%) | NA | 15.37 | 32.39 | 47.72 | 55.58 | NA | NA | … | … | 15.37 | 19.98 | 26.11 | 39.42 | 29.39 | 30.02 | 53.86 | 14.32 | 30.80 | 18.41 | 21.99 | 14.91 | 17.90 | 13.26 | 17.38 | 21.81 | 12.04 |
| Yield(%) | 0.00 | 4.28 | 4.01 | 2.65 | 5.06 | 7.04 | 7.09 | … | … | 0.89 | 4.98 | 4.08 | 3.25 | 2.94 | 2.78 | 2.02 | 3.09 | 2.77 | 2.82 | 4.72 | 4.18 | 5.25 | 5.65 | 5.64 | 7.70 | 3.33 |
Data as of 06/04/2026, Common starting date is 05/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLOW (Douglas Dynamics, Inc.) |
-17.37%
Apr 2021 – Apr 2024 |
-12.42%
Dec 2019 – Dec 2024 |
3.62%
Mar 2015 – Mar 2025 |
9.53%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLOW (Douglas Dynamics, Inc.) |
38.08%
Jul 2015 – Jul 2018 |
34.87%
Jun 2013 – Jun 2018 |
18.10%
Aug 2010 – Aug 2020 |
12.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart