Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDVFX (TOWLE DEEP VALUE FUND TOWLE DEEP VALUE FUND) | -3.29% | -16.88% | -3.18% | 8.16% | 3.60% | NA | NA | 7.07% |
Data as of 07/17/2025, AR inception is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDVFX (TOWLE DEEP VALUE FUND TOWLE DEEP VALUE FUND) | 11/03/2011 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.01 | -16.88 | -3.18 | 8.16 | 3.60 | NA | NA | 7.07 | -3.29 | -18.76 | 17.21 | -9.14 | 26.16 | 5.59 | 22.58 | -31.93 | 14.62 | 54.42 | -16.49 | 3.08 | 54.87 | 18.36 | -6.45 |
| Sharpe Ratio | NA | -0.44 | -0.17 | 0.29 | 0.08 | NA | NA | 0.22 | -0.05 | -1.01 | 0.54 | -0.33 | 0.89 | 0.10 | 0.86 | -1.52 | 0.81 | 2.01 | -0.72 | 0.17 | 3.32 | 0.88 | -1.03 |
| Standard Deviation(%) | NA | 30.99 | 27.41 | 28.49 | 30.23 | NA | NA | 27.71 | 31.55 | 25.15 | 24.04 | 31.57 | 29.51 | 55.27 | 24.57 | 21.93 | 17.27 | 27.02 | 23.08 | 17.65 | 16.54 | 20.95 | 33.92 |
| Draw Down(%) | NA | 39.82 | 42.56 | 43.67 | 64.94 | NA | NA | 64.94 | 31.52 | 22.32 | 23.95 | 22.95 | 19.39 | 56.38 | 23.52 | 37.81 | 14.71 | 19.14 | 25.31 | 21.46 | 7.11 | 20.75 | 15.05 |
| Yield(%) | 0.00 | 0.39 | 0.42 | 0.42 | 4.12 | 5.15 | 3.87 | 5.95 | 0.00 | 0.37 | 0.85 | 0.00 | 0.00 | 0.07 | 1.11 | 6.89 | 20.71 | 0.00 | 3.48 | 3.08 | 6.34 | 0.16 | 0.00 |
Data as of 07/17/2025, AR inception is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDVFX (TOWLE DEEP VALUE FUND TOWLE DEEP VALUE FUND) |
-22.45%
Mar 2017 - Mar 2020 |
-8.78%
Mar 2015 - Mar 2020 |
1.26%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDVFX (TOWLE DEEP VALUE FUND TOWLE DEEP VALUE FUND) |
33.81%
Mar 2020 - Mar 2023 |
20.31%
Jul 2012 - Jul 2017 |
13.09%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart