Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHEN (Shenandoah Telecommunications Company) | 39.45% | 23.05% | -4.45% | -12.37% | -2.28% | 9.09% | 7.82% | … | … |
Data as of 06/05/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHEN (Shenandoah Telecommunications Company) | 04/26/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 23.05 | -4.45 | -12.37 | -2.28 | 9.09 | 7.82 | … | … | 39.45 | -7.42 | -41.26 | 36.64 | -37.45 | -6.07 | 4.70 | -5.21 | 31.78 | 24.66 | 28.08 | 39.14 | 23.70 | 70.26 | 49.65 | -42.60 | -6.41 | -26.03 | 18.62 | 54.81 | 19.93 | 34.44 | 18.66 | 7.34 | 25.62 | 24.69 | 24.84 | 53.41 |
| Sharpe Ratio | NA | 0.73 | -0.20 | -0.34 | -0.07 | NA | NA | … | … | 3.11 | -0.25 | -0.90 | 0.89 | -0.81 | -0.17 | 0.08 | -0.19 | 0.91 | 0.74 | 0.70 | 1.04 | 0.63 | 1.57 | 1.16 | -0.69 | -0.16 | -0.44 | 0.21 | 1.74 | 0.43 | 0.83 | 0.36 | 0.13 | 0.58 | 0.65 | 0.27 | 1.59 |
| Standard Deviation(%) | NA | 36.80 | 43.31 | 43.27 | 41.42 | NA | NA | … | … | 37.76 | 42.06 | 50.08 | 37.27 | 47.99 | 35.27 | 52.71 | 35.48 | 33.63 | 32.76 | 39.89 | 37.49 | 37.64 | 44.65 | 43.10 | 61.67 | 40.82 | 59.27 | 81.87 | 29.92 | 38.29 | 38.86 | 48.46 | 51.82 | 42.56 | 34.83 | 76.33 | 51.92 |
| Draw Down(%) | NA | 36.32 | 59.15 | 73.55 | 73.55 | NA | NA | … | … | 11.75 | 36.32 | 42.15 | 17.73 | 39.51 | 35.81 | 27.76 | 41.57 | 23.03 | 18.22 | 43.20 | 16.23 | 27.74 | 18.87 | 29.26 | 51.75 | 25.30 | 42.62 | 46.96 | 9.90 | 16.04 | 28.43 | 25.60 | 43.91 | 20.72 | 20.29 | 49.09 | 21.30 |
| Yield(%) | 0.00 | 0.83 | 0.53 | 7.54 | 5.98 | 17.71 | 15.53 | … | … | 0.00 | 0.89 | 0.47 | 0.55 | 0.31 | 43.30 | 0.82 | 0.64 | 0.80 | 0.90 | 1.21 | 1.53 | 1.92 | 2.35 | 3.02 | 1.70 | 1.57 | 1.19 | 1.32 | 1.79 | 1.85 | 1.57 | 1.65 | 1.60 | 1.85 | 2.34 | 23.47 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEN (Shenandoah Telecommunications Company) |
-26.48%
Dec 2008 – Dec 2011 |
-19.45%
Apr 2020 – Apr 2025 |
-2.60%
Nov 2015 – Nov 2025 |
5.54%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEN (Shenandoah Telecommunications Company) |
69.63%
Jun 2013 – Jun 2016 |
44.04%
May 2012 – May 2017 |
26.21%
Sep 2011 – Sep 2021 |
22.33%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart