Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLXS (Plexus Corp.) | 93.44% | 115.61% | 45.83% | 23.71% | 20.34% | 14.94% | 10.44% | … | … |
Data as of 06/04/2026, Common starting date is 02/05/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLXS (Plexus Corp.) | 02/05/1986 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.14 | 115.61 | 45.83 | 23.71 | 20.34 | 14.94 | 10.44 | … | … | 93.44 | -1.44 | 45.93 | 5.05 | 7.34 | 22.61 | 1.65 | 50.63 | -15.88 | 12.36 | 54.75 | -15.26 | -4.80 | 67.79 | -5.77 | -11.51 | 8.64 | 68.02 | -35.45 | 9.97 | 5.01 | 74.79 | -24.23 | 95.56 | -66.94 | -12.60 | 38.14 | 29.89 | 127.73 | 77.61 | 0.75 | 95.59 | -44.26 | 1.67 | 18.42 | 322.22 | -33.33 | 50.00 | 50.00 | -44.19 | -46.25 |
| Sharpe Ratio | NA | 2.60 | 1.15 | 0.60 | 0.55 | NA | NA | … | … | 8.09 | -0.11 | 1.29 | 0.03 | 0.20 | 0.82 | 0.03 | 1.00 | -1.36 | -0.37 | 0.80 | -1.11 | -0.90 | 1.84 | -0.52 | -0.62 | -0.24 | 0.88 | -0.84 | -0.25 | -0.26 | 1.37 | -0.90 | 1.56 | -1.07 | -0.33 | -0.30 | 0.99 | 3.22 | 0.35 | 0.05 | 0.66 | -0.71 | 0.03 | 0.32 | 3.91 | -0.44 | 0.93 | 0.48 | -0.43 | -0.78 |
| Standard Deviation(%) | NA | 38.89 | 33.92 | 32.64 | 32.86 | NA | NA | … | … | 41.22 | 38.61 | 30.74 | 30.49 | 29.70 | 27.40 | 54.99 | 27.44 | 27.59 | 18.80 | 25.60 | 30.41 | 25.76 | 26.72 | 47.22 | 48.45 | 42.06 | 56.37 | 64.96 | 47.71 | 66.33 | 39.34 | 48.54 | 48.75 | 80.68 | 104.07 | 102.98 | 55.71 | 50.07 | 86.84 | 54.31 | 50.44 | 59.56 | 57.98 | 56.25 | 81.89 | 75.53 | 53.56 | 104.00 | 103.65 | 63.34 |
| Draw Down(%) | NA | 15.51 | 34.92 | 34.92 | 53.68 | NA | NA | … | … | 11.18 | 34.92 | 16.19 | 26.09 | 23.78 | 15.34 | 53.68 | 25.24 | 26.13 | 15.20 | 15.58 | 28.54 | 22.85 | 11.97 | 46.03 | 42.81 | 43.70 | 41.24 | 59.32 | 34.49 | 60.82 | 22.44 | 59.12 | 20.12 | 73.94 | 58.12 | 71.18 | 37.34 | 35.11 | 63.09 | 32.33 | 19.21 | 52.86 | 39.19 | 37.64 | 21.05 | 41.67 | 39.24 | 23.68 | 60.00 | 58.65 |
| 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 06/04/2026, Common starting date is 02/05/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLXS (Plexus Corp.) |
-41.19%
Jun 2000 – Jun 2003 |
-26.08%
Aug 2000 – Aug 2005 |
-11.42%
Aug 2000 – Aug 2010 |
-4.62%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLXS (Plexus Corp.) |
87.69%
Sep 1994 – Sep 1997 |
76.16%
Sep 1995 – Sep 2000 |
48.97%
Aug 1990 – Aug 2000 |
23.54%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart