Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POWL (Powell Industries, Inc.) | 182.62% | 408.72% | 146.85% | 95.41% | 40.86% | 27.27% | 22.05% | … | … |
Data as of 06/04/2026, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POWL (Powell Industries, Inc.) | 03/27/1990 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.86 | 408.72 | 146.85 | 95.41 | 40.86 | 27.27 | 22.05 | … | … | 182.62 | 44.49 | 152.21 | 155.62 | 24.34 | 3.66 | -37.57 | 101.55 | -9.90 | -25.52 | 54.45 | -45.23 | -25.37 | 61.94 | 32.77 | -4.87 | 4.28 | 8.65 | -34.15 | 39.59 | 75.78 | -2.87 | -3.45 | 12.19 | -9.06 | 47.22 | 85.45 | -31.25 | -34.43 | 9.91 | 68.18 | 46.67 | -2.17 | -23.33 | -42.31 | 22.35 | 44.07 |
| Sharpe Ratio | NA | 6.90 | 2.02 | 1.48 | 0.73 | NA | NA | … | … | 15.95 | 0.70 | 1.74 | 2.77 | 0.46 | 0.11 | -0.55 | 2.67 | -0.34 | -0.97 | 1.51 | -1.06 | -0.82 | 2.02 | 1.07 | -0.11 | 0.11 | 0.15 | -0.52 | 0.87 | 1.55 | -0.15 | -0.12 | 0.21 | -0.23 | 0.57 | 1.36 | -0.65 | -0.59 | 0.11 | 1.16 | 0.72 | -0.09 | -0.40 | -0.69 | 0.32 | 1.00 |
| Standard Deviation(%) | NA | 57.90 | 69.69 | 61.31 | 52.95 | NA | NA | … | … | 63.42 | 59.91 | 85.27 | 55.54 | 50.08 | 34.25 | 68.71 | 37.53 | 32.95 | 27.19 | 35.90 | 42.55 | 30.90 | 30.71 | 30.88 | 45.28 | 37.91 | 55.78 | 67.01 | 42.08 | 47.04 | 35.04 | 36.63 | 54.91 | 44.01 | 79.93 | 59.54 | 53.06 | 64.28 | 54.02 | 55.01 | 59.41 | 57.41 | 63.52 | 64.17 | 57.57 | 55.52 |
| Draw Down(%) | NA | 30.88 | 55.76 | 55.76 | 68.84 | NA | NA | … | … | 18.78 | 49.98 | 37.04 | 18.50 | 37.33 | 36.14 | 67.86 | 21.05 | 42.93 | 32.58 | 16.45 | 46.04 | 42.81 | 20.81 | 19.49 | 32.11 | 25.74 | 31.36 | 68.70 | 24.95 | 31.39 | 24.09 | 22.47 | 33.56 | 40.73 | 43.07 | 30.54 | 57.45 | 56.58 | 25.34 | 25.51 | 14.81 | 30.51 | 48.84 | 62.20 | 46.36 | 33.33 |
| Yield(%) | 0.00 | 0.50 | 1.65 | 2.95 | 2.80 | 2.68 | 2.90 | … | … | 0.10 | 0.47 | 1.17 | 3.06 | 3.50 | 3.53 | 2.15 | 3.89 | 3.59 | 2.63 | 3.99 | 2.17 | 1.52 | 0.59 | 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 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POWL (Powell Industries, Inc.) |
-24.36%
Dec 1991 – Dec 1994 |
-15.78%
Dec 2013 – Dec 2018 |
-3.38%
Sep 2012 – Sep 2022 |
-2.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POWL (Powell Industries, Inc.) |
176.88%
Apr 2023 – Apr 2026 |
93.54%
May 2021 – May 2026 |
42.22%
Apr 2016 – Apr 2026 |
26.39%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart