Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRT (Strattec Security Corporation) | 4.69% | 44.35% | 60.97% | 9.28% | 6.22% | 9.61% | 4.00% | … | … |
Data as of 06/04/2026, Common starting date is 02/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRT (Strattec Security Corporation) | 02/24/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 44.35 | 60.97 | 9.28 | 6.22 | 9.61 | 4.00 | … | … | 4.69 | 92.91 | 62.98 | 23.31 | -44.49 | -25.00 | 123.78 | -21.08 | -33.02 | 9.82 | -27.79 | -31.07 | 85.91 | 74.02 | 32.85 | -39.70 | 87.42 | 12.46 | -59.37 | -8.61 | 15.29 | -35.45 | 2.81 | 27.05 | 36.00 | 13.71 | -4.25 | 7.92 | 17.65 | 39.73 | 2.82 | 33.96 |
| Sharpe Ratio | NA | 0.90 | 1.14 | 0.15 | 0.09 | NA | NA | … | … | 0.19 | 1.65 | 1.08 | 0.45 | -1.02 | -0.47 | 1.44 | -0.60 | -0.91 | 0.16 | -0.85 | -0.84 | 2.14 | 1.96 | 0.97 | -0.67 | 1.62 | 0.15 | -0.87 | -0.42 | 0.36 | -1.20 | 0.09 | 0.96 | 0.93 | 0.33 | -0.31 | 0.15 | 0.36 | 0.82 | -0.02 | 0.82 |
| Standard Deviation(%) | NA | 50.25 | 50.86 | 48.58 | 52.75 | NA | NA | … | … | 52.46 | 55.92 | 52.78 | 42.40 | 45.26 | 53.64 | 85.46 | 37.57 | 37.68 | 57.82 | 32.97 | 36.93 | 40.11 | 37.77 | 34.26 | 59.35 | 53.93 | 82.37 | 68.86 | 27.51 | 33.24 | 31.22 | 21.40 | 27.42 | 37.59 | 34.72 | 27.02 | 31.56 | 39.94 | 43.93 | 42.52 | 45.36 |
| Draw Down(%) | NA | 31.31 | 36.82 | 66.18 | 74.46 | NA | NA | … | … | 31.31 | 36.82 | 22.24 | 33.56 | 54.10 | 49.00 | 54.18 | 49.21 | 36.38 | 46.08 | 45.48 | 32.22 | 23.27 | 16.38 | 18.94 | 46.15 | 29.28 | 65.04 | 71.76 | 16.10 | 25.17 | 38.52 | 16.99 | 16.18 | 39.80 | 20.33 | 15.28 | 21.43 | 33.58 | 21.90 | 29.94 | 21.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 1.23 | 0.81 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 1.86 | 0.94 | 1.36 | 0.96 | 0.63 | 1.03 | 0.85 | 3.02 | 0.62 | 6.41 | 0.00 | 1.43 | 2.76 | 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 02/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRT (Strattec Security Corporation) |
-38.27%
Mar 2006 – Mar 2009 |
-32.65%
Mar 2004 – Mar 2009 |
-11.00%
Mar 1999 – Mar 2009 |
-7.40%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRT (Strattec Security Corporation) |
74.77%
Nov 2011 – Nov 2014 |
56.49%
Mar 2009 – Mar 2014 |
17.85%
Jul 1995 – Jul 2005 |
9.41%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart