Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOTK (Sono-Tek Corporation) | 35.59% | 44.33% | 1.85% | 8.64% | 18.80% | 10.23% | 6.30% | … | … |
Data as of 06/04/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOTK (Sono-Tek Corporation) | 04/26/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.23 | 44.33 | 1.85 | 8.64 | 18.80 | 10.23 | 6.30 | … | … | 35.59 | 1.25 | -20.52 | -15.73 | -13.59 | 65.48 | 97.80 | -20.91 | 50.26 | 64.66 | 0.87 | -4.17 | 15.38 | 100.00 | -55.56 | 15.84 | -9.82 | 124.00 | -48.45 | -25.38 | -36.89 | -27.21 | 477.55 | 206.25 | -20.00 | -73.33 | -7.69 | 136.36 |
| Sharpe Ratio | NA | 0.64 | -0.15 | 0.01 | 0.32 | NA | NA | … | … | 1.08 | -0.04 | -0.63 | -0.52 | -0.22 | 0.89 | 1.48 | -0.74 | 0.77 | 1.54 | -0.61 | -0.48 | -0.07 | 1.03 | -0.70 | -0.05 | -0.40 | 0.78 | -0.46 | -0.55 | -0.76 | -0.55 | 3.88 | 0.78 | -0.22 | -0.37 | -0.37 | 1.64 |
| Standard Deviation(%) | NA | 43.30 | 41.07 | 55.44 | 53.17 | NA | NA | … | … | 48.52 | 38.78 | 43.51 | 39.05 | 67.48 | 73.74 | 65.45 | 60.06 | 37.04 | 29.75 | 54.38 | 47.12 | 44.99 | 78.90 | 107.22 | 52.94 | 71.61 | 134.30 | 147.06 | 86.97 | 77.75 | 86.91 | 118.01 | 239.03 | 178.67 | 254.94 | 205.58 | 172.02 |
| Draw Down(%) | NA | 23.89 | 46.52 | 64.11 | 64.11 | NA | NA | … | … | 12.96 | 26.42 | 39.24 | 33.59 | 53.33 | 38.04 | 27.52 | 36.67 | 18.85 | 11.76 | 26.96 | 17.21 | 19.23 | 35.14 | 60.68 | 27.59 | 41.67 | 41.67 | 77.39 | 39.23 | 45.71 | 58.33 | 46.06 | 64.29 | 81.48 | 92.00 | 80.43 | 50.00 |
| 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 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SOTK (Sono-Tek Corporation) |
-59.55%
Mar 2000 – Mar 2003 |
-18.35%
Sep 2005 – Sep 2010 |
-10.02%
Feb 2000 – Feb 2010 |
-5.82%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOTK (Sono-Tek Corporation) |
141.97%
Oct 2002 – Oct 2005 |
75.54%
Aug 2001 – Aug 2006 |
30.41%
Aug 2001 – Aug 2011 |
19.09%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart