Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIX (Power Solutions International, Inc.) | -34.18% | -11.42% | 134.95% | 54.30% | 7.35% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIX (Power Solutions International, Inc.) | 04/18/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.76 | -11.42 | 134.95 | 54.30 | 7.35 | NA | NA | … | … | -34.18 | 120.13 | 1,220.00 | -31.67 | 0.00 | -9.09 | -58.23 | -14.59 | 23.33 | 0.00 | -58.90 | -64.64 | -31.28 | 364.15 | -8.43 |
| Sharpe Ratio | NA | -0.01 | 1.30 | 0.47 | 0.08 | NA | NA | … | … | -0.41 | 1.23 | 10.20 | -0.51 | -0.01 | -0.06 | -0.63 | -0.24 | 0.54 | 0.00 | -0.73 | -1.12 | -0.57 | 8.31 | -0.28 |
| Standard Deviation(%) | NA | 108.99 | 107.82 | 110.79 | 105.39 | NA | NA | … | … | 137.69 | 97.97 | 121.64 | 71.10 | 126.85 | 141.41 | 91.93 | 67.12 | 40.87 | 141.54 | 80.43 | 57.84 | 54.50 | 43.84 | 42.62 |
| Draw Down(%) | NA | 68.60 | 68.60 | 84.37 | 93.77 | NA | NA | … | … | 63.19 | 57.08 | 51.69 | 42.54 | 60.06 | 73.53 | 76.61 | 62.33 | 32.15 | 66.18 | 62.63 | 74.77 | 48.69 | 13.63 | 22.22 |
| 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 |
Data as of 06/05/2026, Common starting date is 04/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIX (Power Solutions International, Inc.) |
-58.49%
Feb 2014 – Feb 2017 |
-42.97%
Apr 2015 – Apr 2020 |
-30.58%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIX (Power Solutions International, Inc.) |
288.40%
Jul 2022 – Jul 2025 |
100.25%
Sep 2020 – Sep 2025 |
23.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart