Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THPMX (THOMPSON MIDCAP FUND THOMPSON MIDCAP FUND) | 5.44% | 18.14% | 9.95% | 12.16% | 6.30% | 9.68% | NA | 8.00% |
Data as of 07/01/2025, AR inception is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THPMX (THOMPSON MIDCAP FUND THOMPSON MIDCAP FUND) | 04/02/2008 | 07/01/2025 |
| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 18.14 | 9.95 | 12.16 | 6.30 | 9.68 | NA | 8.00 | 5.44 | -0.45 | 23.19 | -23.43 | 18.14 | 11.96 | 33.48 | -21.90 | 17.10 | 19.42 | -9.60 | 11.04 | 36.31 | 17.56 | -4.69 | 26.20 | 46.03 | -36.48 |
| Sharpe Ratio | NA | 0.56 | 0.21 | 0.45 | 0.19 | NA | NA | 0.27 | 0.18 | -0.39 | 0.80 | -0.86 | 0.88 | 0.25 | 1.93 | -1.33 | 1.54 | 1.01 | -0.58 | 0.80 | 2.61 | 0.99 | -0.16 | 1.23 | 1.30 | -0.94 |
| Standard Deviation(%) | NA | 22.27 | 23.42 | 23.35 | 24.13 | NA | NA | 25.26 | 26.44 | 18.09 | 23.94 | 29.07 | 20.48 | 45.98 | 16.62 | 17.53 | 10.76 | 19.11 | 16.70 | 13.80 | 13.90 | 17.78 | 29.45 | 21.27 | 35.41 | 49.18 |
| Draw Down(%) | NA | 21.62 | 23.85 | 37.49 | 47.55 | NA | NA | 56.05 | 21.26 | 12.95 | 20.67 | 26.74 | 12.63 | 47.55 | 10.34 | 29.72 | 6.76 | 15.85 | 16.70 | 9.68 | 6.51 | 15.99 | 26.53 | 17.33 | 31.21 | 55.87 |
| Yield(%) | 0.00 | 8.34 | 7.07 | 5.80 | 5.01 | 8.37 | 5.81 | 6.84 | 0.00 | 8.04 | 12.94 | 0.61 | 0.27 | 0.36 | 3.76 | 5.26 | 8.10 | 5.59 | 7.84 | 10.51 | 13.69 | 9.61 | 10.65 | 7.05 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THPMX (THOMPSON MIDCAP FUND THOMPSON MIDCAP FUND) |
-10.56%
Mar 2017 - Mar 2020 |
-4.49%
Mar 2015 - Mar 2020 |
3.71%
Oct 2013 - Oct 2023 |
6.43%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THPMX (THOMPSON MIDCAP FUND THOMPSON MIDCAP FUND) |
34.91%
Feb 2009 - Feb 2012 |
29.04%
Feb 2009 - Feb 2014 |
16.37%
Feb 2009 - Feb 2019 |
12.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart