Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUSHB (Rush Enterprises, Inc.) | 17.61% | 28.01% | 19.74% | 20.31% | 22.67% | 16.89% | 16.91% | … | … |
Data as of 06/04/2026, Common starting date is 06/07/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUSHB (Rush Enterprises, Inc.) | 06/07/1996 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 28.01 | 19.74 | 20.31 | 22.67 | 16.89 | 16.91 | … | … | 17.61 | 4.77 | 4.28 | 43.39 | 5.93 | 44.83 | 26.17 | 29.42 | -25.87 | 56.17 | 40.96 | -22.23 | 10.43 | 47.57 | 1.65 | -5.92 | 71.93 | 28.33 | -53.99 | 153.80 | 9.58 | -16.81 | 71.39 | 176.71 | 317.74 | 99.71 | -75.86 | 31.82 | 37.50 | -33.33 | -14.29 |
| Sharpe Ratio | NA | 0.76 | 0.47 | 0.49 | 0.54 | NA | NA | … | … | 1.27 | 0.06 | 0.02 | 1.40 | 0.13 | 1.15 | 0.38 | 0.92 | -0.74 | 1.94 | 1.05 | -0.84 | 0.37 | 1.73 | 0.04 | -0.12 | 1.57 | 0.38 | -0.90 | 2.85 | 0.17 | -0.64 | 1.90 | 3.92 | 1.97 | 1.26 | -1.07 | 0.56 | 0.54 | -0.65 | -0.92 |
| Standard Deviation(%) | NA | 32.36 | 34.16 | 34.52 | 38.82 | NA | NA | … | … | 32.66 | 33.85 | 37.89 | 28.66 | 35.98 | 38.89 | 68.27 | 30.40 | 37.12 | 28.72 | 38.75 | 26.49 | 27.82 | 27.45 | 37.99 | 50.01 | 45.86 | 74.48 | 60.87 | 53.16 | 35.87 | 29.68 | 36.97 | 44.88 | 160.87 | 78.95 | 74.53 | 51.16 | 63.34 | 56.92 | 29.97 |
| Draw Down(%) | NA | 19.59 | 28.48 | 28.48 | 58.27 | NA | NA | … | … | 18.56 | 19.59 | 28.48 | 14.94 | 22.92 | 22.83 | 54.58 | 21.19 | 36.69 | 11.43 | 31.96 | 28.89 | 16.55 | 16.12 | 43.52 | 43.10 | 26.49 | 43.85 | 64.04 | 21.94 | 24.21 | 24.96 | 18.72 | 23.72 | 45.53 | 36.43 | 75.86 | 30.45 | 46.36 | 54.55 | 14.29 |
| Yield(%) | 0.00 | 1.46 | 1.20 | 1.78 | 2.41 | 2.17 | 2.37 | … | … | 0.69 | 1.37 | 1.34 | 1.38 | 1.48 | 2.01 | 1.19 | 0.93 | 0.34 | 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 | 108.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/07/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSHB (Rush Enterprises, Inc.) |
-29.25%
Apr 1998 – Apr 2001 |
-14.83%
Sep 1996 – Sep 2001 |
8.47%
Feb 2006 – Feb 2016 |
9.92%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSHB (Rush Enterprises, Inc.) |
192.25%
Apr 2001 – Apr 2004 |
101.96%
Apr 2001 – Apr 2006 |
57.33%
Dec 2000 – Dec 2010 |
37.02%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart