Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) | 19.27% | 39.04% | 17.67% | 6.06% | 11.94% | 8.49% | 7.94% | … | … |
Data as of 06/05/2026, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) | 01/25/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 39.04 | 17.67 | 6.06 | 11.94 | 8.49 | 7.94 | … | … | 19.27 | 5.60 | 12.51 | 13.31 | -20.25 | 30.28 | 15.36 | 22.27 | -2.02 | 14.09 | 17.28 | 1.16 | 2.44 | 3.40 | 7.92 | -3.22 | 29.08 | 31.50 | -33.85 | 5.04 | 19.24 | 18.43 |
| Sharpe Ratio | NA | 1.87 | 0.69 | 0.16 | 0.45 | NA | NA | … | … | 2.44 | 0.11 | 0.45 | 0.52 | -0.77 | 1.45 | 0.37 | 1.27 | -0.19 | 1.07 | 0.97 | 0.07 | 0.16 | 0.16 | 0.52 | -0.12 | 1.47 | 1.05 | -0.94 | 0.11 | 1.13 | 1.32 |
| Standard Deviation(%) | NA | 20.45 | 21.47 | 22.56 | 23.14 | NA | NA | … | … | 21.38 | 24.78 | 19.82 | 18.73 | 28.34 | 20.86 | 41.04 | 16.37 | 17.71 | 12.56 | 17.67 | 16.09 | 15.30 | 21.29 | 15.27 | 28.19 | 19.73 | 29.90 | 37.11 | 17.58 | 14.07 | 13.21 |
| Draw Down(%) | NA | 12.81 | 28.00 | 30.71 | 42.64 | NA | NA | … | … | 12.81 | 28.00 | 10.42 | 16.12 | 29.78 | 8.67 | 42.64 | 11.10 | 22.22 | 7.17 | 15.64 | 13.28 | 16.12 | 15.13 | 13.08 | 25.05 | 17.27 | 27.46 | 45.78 | 10.88 | 12.39 | 8.41 |
| Yield(%) | 0.00 | 20.02 | 13.68 | 7.89 | 10.33 | 7.53 | 7.50 | … | … | 0.00 | 18.14 | 13.62 | 6.90 | 6.32 | 3.41 | 0.09 | 5.85 | 12.02 | 12.30 | 5.61 | 12.51 | 16.96 | 4.12 | 0.43 | 1.40 | 0.21 | 0.00 | 0.14 | 3.56 | 5.97 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) |
-13.46%
Feb 2006 – Feb 2009 |
-0.31%
Feb 2011 – Feb 2016 |
3.01%
Jan 2006 – Jan 2016 |
4.51%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) |
29.01%
Feb 2009 – Feb 2012 |
19.07%
Jun 2016 – Jun 2021 |
13.01%
Feb 2009 – Feb 2019 |
11.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart