Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUSHA (Rush Enterprises, Inc.) | 23.23% | 33.32% | 23.52% | 17.88% | 22.16% | 15.76% | 16.53% | … | … |
Data as of 06/04/2026, Common starting date is 07/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUSHA (Rush Enterprises, Inc.) | 07/10/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.89 | 33.32 | 23.52 | 17.88 | 22.16 | 15.76 | 16.53 | … | … | 23.23 | -0.15 | 10.44 | 46.73 | -4.51 | 36.44 | 35.39 | 36.49 | -31.74 | 59.28 | 45.73 | -31.70 | 8.09 | 43.44 | -1.20 | 2.35 | 71.91 | 38.74 | -52.86 | 141.76 | 13.71 | -8.32 | 65.70 | 164.37 | -38.25 |
| Sharpe Ratio | NA | 1.33 | 0.73 | 0.52 | 0.64 | NA | NA | … | … | 2.67 | -0.09 | 0.21 | 1.57 | -0.19 | 1.23 | 0.70 | 1.25 | -0.98 | 2.06 | 1.13 | -1.11 | 0.30 | 1.69 | -0.04 | 0.05 | 1.54 | 0.56 | -0.82 | 2.61 | 0.27 | -0.37 | 1.78 | 1.40 | -1.15 |
| Standard Deviation(%) | NA | 30.31 | 31.57 | 30.59 | 33.33 | NA | NA | … | … | 31.77 | 32.49 | 32.16 | 27.64 | 31.23 | 29.52 | 50.21 | 27.97 | 34.06 | 28.58 | 40.16 | 28.58 | 27.27 | 25.75 | 33.15 | 44.48 | 46.63 | 68.41 | 65.35 | 53.46 | 37.70 | 28.42 | 36.31 | 116.93 | 56.00 |
| Draw Down(%) | NA | 20.81 | 26.76 | 27.27 | 47.89 | NA | NA | … | … | 17.93 | 23.92 | 22.78 | 19.46 | 27.27 | 19.86 | 39.28 | 24.47 | 41.63 | 12.23 | 32.57 | 35.94 | 17.53 | 15.65 | 42.14 | 39.84 | 24.73 | 40.86 | 69.53 | 19.17 | 24.81 | 19.38 | 24.97 | 36.26 | 42.75 |
| Yield(%) | 0.00 | 1.51 | 1.31 | 1.60 | 2.40 | 1.94 | 2.31 | … | … | 0.70 | 1.35 | 1.43 | 1.47 | 1.41 | 1.83 | 1.17 | 1.41 | 0.49 | 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 07/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSHA (Rush Enterprises, Inc.) |
-10.88%
Feb 2013 – Feb 2016 |
-1.63%
Mar 2011 – Mar 2016 |
7.75%
Feb 2006 – Feb 2016 |
10.70%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSHA (Rush Enterprises, Inc.) |
71.84%
Feb 2003 – Feb 2006 |
61.66%
Dec 2002 – Dec 2007 |
31.21%
Feb 2003 – Feb 2013 |
26.41%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart