Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMID (Smith-Midland Corporation) | -17.69% | 0.77% | 19.07% | 9.29% | 28.30% | 22.44% | 13.50% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMID (Smith-Midland Corporation) | 12/13/1995 | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.68 | 0.77 | 19.07 | 9.29 | 28.30 | 22.44 | 13.50 | … | … | -17.69 | -20.83 | 12.10 | 92.68 | -56.38 | 397.35 | 57.50 | -19.79 | 9.20 | 28.04 | 64.11 | 48.18 | 2.33 | 9.14 | 40.71 | -20.00 | -7.41 | 225.86 | -66.28 | -20.00 | -29.51 | 214.43 | 14.12 | -28.57 | -17.93 | 157.78 | 0.00 | -43.75 | 23.08 | -40.91 | -71.05 | -7.32 |
| Sharpe Ratio | NA | -0.01 | 0.39 | 0.15 | 0.53 | NA | NA | … | … | -0.50 | -0.42 | 0.08 | 1.82 | -0.80 | 5.62 | 1.38 | -1.59 | -0.42 | 0.27 | 0.61 | 0.70 | -0.44 | -0.23 | 0.50 | -0.73 | -0.49 | 2.54 | -0.84 | -0.75 | -0.58 | 2.02 | -0.08 | -0.96 | -0.60 | 1.18 | -0.39 | -0.11 | 0.47 | -0.46 | -0.52 | -3.99 |
| Standard Deviation(%) | NA | 53.31 | 60.52 | 65.38 | 53.08 | NA | NA | … | … | 57.92 | 56.97 | 71.64 | 49.17 | 72.44 | 70.64 | 41.15 | 27.05 | 29.80 | 33.28 | 49.14 | 42.33 | 36.56 | 41.21 | 44.71 | 53.03 | 53.35 | 81.75 | 102.09 | 56.41 | 89.83 | 95.87 | 68.88 | 49.66 | 62.93 | 118.48 | 175.31 | 175.63 | 120.45 | 190.52 | 131.54 | 83.22 |
| Draw Down(%) | NA | 39.29 | 48.85 | 72.37 | 72.37 | NA | NA | … | … | 34.08 | 42.44 | 45.06 | 36.99 | 72.00 | 47.04 | 30.69 | 38.33 | 27.45 | 25.33 | 30.91 | 24.73 | 22.27 | 23.35 | 33.94 | 42.98 | 36.51 | 36.40 | 75.98 | 35.48 | 63.80 | 43.59 | 39.22 | 42.31 | 58.65 | 38.61 | 60.00 | 64.71 | 59.26 | 64.91 | 84.91 | 11.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.67 | 1.48 | 0.67 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 0.80 | 0.94 | 0.31 | 1.82 | 1.65 | 3.16 | 3.52 | 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/13/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMID (Smith-Midland Corporation) |
-53.75%
Apr 1996 – Apr 1999 |
-33.84%
Jun 1996 – Jun 2001 |
-13.86%
Aug 1996 – Aug 2006 |
-8.81%
Jun 1996 – Jun 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMID (Smith-Midland Corporation) |
85.10%
Dec 2018 – Dec 2021 |
58.00%
Jun 2016 – Jun 2021 |
43.65%
Dec 2011 – Dec 2021 |
33.46%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart