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
VULC (Vulcan International Corporation) NA -80.00% -63.16% nan% nan% nan% nan% … …
Data as of 09/26/2025, Common starting date is 03/18/1980
More Performance Analytics Comparison
Name Start Date End Date
VULC (Vulcan International Corporation) 03/18/1980 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 0.00 -80.00 -63.16 nan nan nan nan … … -80.00 0.00 -75.00 199,900.00 -47.50 -92.86 12.00 38.89 43.88 11.70 40.00 23.08 11.11 -12.69 -8.34 1.53 -16.38 -24.27 -6.03 15.24 11.35 7.77 24.64 -12.80 16.67 9.52 -8.70 -12.10 27.64 42.20 23.57 -17.16 11.92 12.69 27.62 -26.06 8.40 -13.82 -26.21 15.08 49.17 1.69 42.17 -3.49 36.51 43.18
Sharpe Ratio NA -0.51 -0.49 -0.07 -0.04 NA NA … … -0.49 0.00 -0.47 281.07 -0.54 -0.30 0.43 1.18 1.18 0.30 1.21 0.57 0.50 -0.63 -0.95 0.02 -0.30 -0.77 -0.49 0.50 0.64 0.88 2.11 -1.18 1.04 0.68 -0.59 -0.98 2.24 2.67 1.70 -1.68 0.54 0.36 0.94 -1.29 0.11 -0.49 -1.14 0.41 1.86 -0.22 1.05 -0.26 0.55 0.94
Standard Deviation(%) NA 161.59 135.28 607.46 429.13 NA NA … … 188.35 NA 170.58 733.08 91.32 314.92 24.55 31.89 36.78 38.71 32.92 40.64 22.03 20.34 8.81 59.95 54.67 32.52 18.56 24.28 14.28 7.75 11.37 11.75 13.99 8.03 20.15 15.69 10.72 14.34 11.61 12.00 18.10 28.01 25.20 24.16 24.13 37.61 26.47 26.58 23.62 23.28 34.15 42.79 48.23 52.77
Draw Down(%) NA 80.00 80.00 128.24 128.24 NA NA … … 80.00 0.00 75.00 0.00 54.13 95.56 13.04 14.30 16.84 16.17 18.46 15.40 11.31 23.03 9.46 33.58 48.89 30.58 9.76 8.33 12.61 8.38 12.04 22.05 12.89 3.65 27.15 27.27 8.13 6.46 4.29 22.22 27.51 22.70 20.26 39.31 14.81 34.36 44.70 17.83 11.95 16.10 26.76 26.97 37.40 29.27
Yield(%) 0.00 0.00 0.00 21.83 30.34 20.08 15.47 … … 0.00 0.00 0.00 0.00 85.63 112.10 0.00 0.61 1.84 1.38 1.88 2.31 1.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.32 0.46 0.57 1.98 1.74 2.56 2.32 2.04 2.62 3.70 4.51 3.79 4.30 4.85 2.99 4.51 0.00 2.03 2.27 2.34 3.15 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VULC (Vulcan International Corporation) -61.11%
Jul 2022 – Jul 2025 		-12.51%
May 2008 – May 2013 		-2.82%
Feb 2004 – Feb 2014 		-1.17%
Dec 1997 – Dec 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VULC (Vulcan International Corporation) 693.70%
Dec 2021 – Dec 2024 		56.68%
Jun 2016 – Jun 2021 		30.18%
Jun 2011 – Jun 2021 		16.37%
Dec 2005 – Dec 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return