Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAIL (FreightCar America, Inc.) | -31.53% | -7.22% | 38.71% | 3.67% | -6.20% | -7.38% | -8.66% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAIL (FreightCar America, Inc.) | 04/06/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | -7.22 | 38.71 | 3.67 | -6.20 | -7.38 | -8.66 | … | … | -31.53 | 28.35 | 241.85 | -15.63 | -13.28 | 53.11 | 16.43 | -69.06 | -60.83 | 15.09 | -21.30 | -25.04 | -0.28 | 20.12 | 8.23 | -27.61 | 46.35 | 9.97 | -47.39 | -36.53 | 15.62 | 128.96 |
| Sharpe Ratio | NA | -0.12 | 0.50 | 0.03 | -0.10 | NA | NA | … | … | -1.00 | 0.35 | 2.83 | -0.53 | -0.19 | 0.50 | 0.15 | -1.23 | -1.33 | 0.33 | -0.41 | -0.51 | -0.01 | 0.64 | 0.18 | -0.51 | 1.26 | 0.18 | -0.66 | -1.19 | 0.30 | 4.35 |
| Standard Deviation(%) | NA | 62.81 | 70.73 | 70.41 | 73.31 | NA | NA | … | … | 62.96 | 73.94 | 84.27 | 38.03 | 79.35 | 105.29 | 110.48 | 57.37 | 46.82 | 43.38 | 52.24 | 49.04 | 41.88 | 31.40 | 45.10 | 53.85 | 36.65 | 54.76 | 73.55 | 33.20 | 42.01 | 46.68 |
| Draw Down(%) | NA | 48.99 | 71.67 | 71.67 | 96.23 | NA | NA | … | … | 48.99 | 66.82 | 44.05 | 42.09 | 52.29 | 57.63 | 64.65 | 78.44 | 65.13 | 29.08 | 44.04 | 46.32 | 33.83 | 33.36 | 38.81 | 59.61 | 28.42 | 32.62 | 61.70 | 44.85 | 41.07 | 20.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.44 | 0.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.79 | 1.87 | 1.35 | 0.93 | 1.01 | 1.12 | 0.00 | 0.30 | 1.24 | 0.68 | 0.43 | 0.32 | 0.29 |
Data as of 06/04/2026, Common starting date is 04/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAIL (FreightCar America, Inc.) |
-58.47%
Jun 2017 – Jun 2020 |
-50.13%
Mar 2015 – Mar 2020 |
-27.24%
Mar 2010 – Mar 2020 |
-19.52%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAIL (FreightCar America, Inc.) |
55.62%
Feb 2023 – Feb 2026 |
49.96%
Jan 2020 – Jan 2025 |
2.04%
May 2005 – May 2015 |
-2.56%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart