Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PPSI (Pioneer Power Solutions, Inc.) -11.21% 52.73% -5.63% 5.92% 4.39% NA NA
Data as of 06/05/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
Name Start Date End Date
PPSI (Pioneer Power Solutions, Inc.) 05/03/2013 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
Annualized Return (%) -22.51 52.73 -5.63 5.92 4.39 NA NA -11.21 12.11 -19.43 153.36 -64.27 98.74 70.48 -38.87 -31.03 27.93 50.63 -57.71 -9.32 79.13
Sharpe Ratio NA 1.17 0.07 0.11 0.06 NA NA 0.40 0.13 -0.42 1.94 -0.81 0.59 0.38 -0.64 -0.57 0.61 0.90 -0.80 -0.26 4.44
Standard Deviation(%) NA 85.49 73.07 97.87 99.28 NA NA 93.38 72.83 61.87 77.89 81.62 167.31 185.71 63.21 56.58 45.12 56.26 71.74 35.57 31.76
Draw Down(%) NA 54.60 69.18 77.57 85.40 NA NA 54.60 47.47 50.07 47.55 72.53 66.14 63.43 49.39 41.67 35.87 22.73 67.54 27.68 8.35
Yield(%) 0.00 0.00 7.55 7.57 5.70 3.47 2.60 0.00 0.00 23.77 0.00 0.00 3.03 0.00 24.91 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPSI (Pioneer Power Solutions, Inc.) -42.32%
May 2017 – May 2020
-30.01%
May 2015 – May 2020
-4.98%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPSI (Pioneer Power Solutions, Inc.) 80.96%
May 2020 – May 2023
30.82%
May 2020 – May 2025
9.46%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return