Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMIT (Schmitt Industries Inc) -50.00% -50.00% 0.00% -71.99% -41.53% -32.64% -28.02%
Data as of 06/04/2026, Common starting date is 05/27/1994
More Performance Analytics Comparison
Name Start Date End Date
SMIT (Schmitt Industries Inc) 05/27/1994 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 1995 1994
Annualized Return (%) 0.00 -50.00 0.00 -71.99 -41.53 -32.64 -28.02 -50.00 -50.00 -33.33 -90.00 -94.54 2.81 38.34 36.88 2.92 68.10 -38.95 -9.49 15.23 -14.67 -6.25 9.59 -16.57 -10.26 -37.80 -14.81 18.14 -12.13 192.98 83.33 0.00 -57.33 -55.41 -38.33 -59.46 -2.63 100.00 94.87 -8.24
Sharpe Ratio NA -0.14 -0.01 -0.26 -0.21 NA NA -0.16 -0.32 -0.25 -0.21 -0.73 0.04 0.84 0.29 -0.33 0.89 -1.37 -0.80 -0.07 -0.81 -0.49 -0.14 -0.62 -0.30 -0.84 -0.69 -0.11 -0.60 1.77 0.67 -0.18 -0.70 -1.35 -0.14 -0.35 -0.74 1.39 0.41 -0.35
Standard Deviation(%) NA 377.27 249.44 281.78 202.72 NA NA 521.63 167.20 163.69 458.13 131.81 68.42 45.02 47.78 55.95 55.32 53.19 35.24 44.32 41.16 50.96 63.99 56.57 94.95 67.82 53.83 39.30 54.93 97.94 96.28 112.72 113.13 92.15 96.45 75.56 66.50 72.86 80.52 30.74
Draw Down(%) NA 75.00 75.00 99.85 99.88 NA NA 75.00 66.67 66.67 97.62 95.63 54.64 40.41 36.61 35.95 17.37 47.41 20.25 13.13 20.00 22.67 26.19 45.59 40.00 49.29 49.96 17.19 46.13 38.01 42.86 45.83 71.81 72.50 51.49 67.79 39.13 44.74 26.09 17.65
Yield(%) 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 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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 05/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMIT (Schmitt Industries Inc) -87.79%
Jun 2021 – Jun 2024
-72.07%
Mar 2021 – Mar 2026
-43.45%
May 2013 – May 2023
-34.94%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMIT (Schmitt Industries Inc) 92.65%
Apr 2003 – Apr 2006
51.89%
Jun 2002 – Jun 2007
13.56%
Oct 2001 – Oct 2011
6.50%
Mar 2003 – Mar 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return