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
TACT (TransAct Technologies Incorporated) 20.00% 29.73% -13.40% -18.77% -2.79% -4.06% -3.60%
Data as of 06/05/2026, Common starting date is 08/22/1996
More Performance Analytics Comparison
Name Start Date End Date
TACT (TransAct Technologies Incorporated) 08/22/1996 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
Annualized Return (%) 7.38 29.73 -13.40 -18.77 -2.79 -4.06 -3.60 20.00 -4.16 -40.69 10.44 -42.02 53.52 -35.28 22.16 -32.23 100.76 -23.17 57.04 -56.34 73.55 -0.55 -22.93 35.73 51.20 -4.18 -42.29 5.06 -63.01 31.58 413.71 -13.82 4.76 -30.58 128.30 -70.22 7.23 18.57
Sharpe Ratio NA 0.57 -0.33 -0.39 -0.08 NA NA 0.96 -0.16 -0.84 0.13 -0.65 1.04 -0.41 -0.03 -1.17 1.95 -1.72 0.94 -1.88 1.69 -0.58 -1.04 0.59 0.49 -0.24 -1.51 -0.39 -1.35 0.17 6.12 -0.47 -0.17 -1.01 1.96 -0.37 -0.69 1.09
Standard Deviation(%) NA 47.64 49.73 53.99 54.08 NA NA 52.77 44.60 56.61 49.80 67.47 51.24 85.59 38.43 46.15 42.10 33.27 40.99 39.92 32.48 33.49 39.96 29.09 66.28 100.23 42.83 44.28 62.25 69.95 64.46 71.58 96.19 98.43 78.11 98.60 57.02 64.00
Draw Down(%) NA 43.19 65.37 80.96 80.96 NA NA 24.11 30.62 57.29 37.00 66.79 42.88 73.69 21.39 45.51 15.67 34.97 24.85 58.50 19.82 22.35 54.80 10.57 57.52 75.72 52.10 48.12 72.29 54.15 19.60 38.20 57.89 64.44 31.45 73.91 48.10 29.52
Yield(%) 0.00 0.00 0.00 0.00 1.71 1.34 0.90 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.86 2.72 5.22 3.50 5.77 2.51 3.68 0.79 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 08/22/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TACT (TransAct Technologies Incorporated) -43.73%
Mar 2004 – Mar 2007
-41.98%
Mar 2004 – Mar 2009
-13.16%
Oct 2004 – Oct 2014
-7.75%
Mar 2004 – Mar 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TACT (TransAct Technologies Incorporated) 78.49%
Oct 2001 – Oct 2004
68.41%
Mar 1999 – Mar 2004
17.87%
Feb 2009 – Feb 2019
10.00%
Mar 1999 – Mar 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return