Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIT (Applied Industrial Technologies, Inc.) | 23.21% | 38.57% | 35.83% | 28.10% | 22.98% | 18.16% | 18.10% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIT (Applied Industrial Technologies, Inc.) | 03/17/1980 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | 38.57 | 35.83 | 28.10 | 22.98 | 18.16 | 18.10 | … | … | 23.21 | 8.01 | 39.67 | 38.35 | 24.25 | 33.57 | 19.37 | 26.35 | -19.41 | 16.89 | 50.35 | -8.83 | -5.20 | 19.17 | 22.00 | 10.90 | 50.71 | 20.20 | -33.19 | 12.42 | 78.81 | 25.02 | 16.99 | 29.32 | 4.17 | -6.78 | 27.21 | 19.82 | -48.13 | -4.04 | -4.70 | -12.36 | 17.62 | 25.41 | 16.03 | 9.09 | -35.87 | -26.40 | 0.33 | 13.11 | -11.00 | 11.94 | -11.84 | 5.56 | 2.13 | 39.60 | 1.00 |
| Sharpe Ratio | NA | 1.36 | 1.13 | 0.84 | 0.64 | NA | NA | … | … | 2.11 | 0.16 | 1.31 | 1.23 | 0.69 | 1.06 | 0.30 | 0.90 | -0.79 | 0.79 | 2.22 | -0.36 | -0.24 | 0.89 | 0.91 | 0.30 | 1.63 | 0.51 | -0.53 | 0.21 | 1.37 | 0.50 | 0.31 | 0.96 | 0.07 | -0.34 | 0.67 | 0.46 | -1.44 | -0.15 | -0.32 | -0.37 | 0.63 | 1.21 | 0.68 | 0.21 | -1.38 | -0.70 | -0.10 | 0.35 | -0.65 | 0.33 | -0.88 | -0.03 | -0.23 | 1.14 | -0.27 |
| Standard Deviation(%) | NA | 26.38 | 28.79 | 30.28 | 33.57 | NA | NA | … | … | 28.60 | 32.85 | 27.62 | 28.51 | 33.31 | 31.60 | 62.92 | 27.70 | 26.29 | 20.54 | 22.59 | 24.35 | 21.51 | 21.53 | 24.33 | 36.50 | 30.99 | 39.65 | 64.27 | 43.98 | 55.16 | 45.72 | 52.28 | 29.94 | 46.24 | 27.48 | 34.16 | 35.94 | 35.81 | 52.90 | 26.17 | 44.13 | 23.23 | 19.13 | 19.84 | 24.21 | 29.84 | 45.99 | 46.09 | 25.48 | 23.71 | 19.43 | 21.34 | 25.48 | 24.36 | 25.28 | 25.50 |
| Draw Down(%) | NA | 12.86 | 26.42 | 26.42 | 59.29 | NA | NA | … | … | 12.86 | 23.46 | 14.91 | 15.74 | 19.01 | 20.98 | 54.30 | 19.09 | 36.27 | 18.07 | 9.43 | 16.47 | 15.72 | 13.05 | 16.31 | 30.33 | 21.52 | 25.05 | 53.21 | 20.26 | 27.65 | 17.78 | 39.14 | 16.32 | 28.67 | 22.63 | 18.97 | 23.36 | 58.62 | 43.48 | 20.61 | 37.06 | 18.79 | 14.14 | 26.37 | 24.21 | 51.77 | 45.48 | 46.06 | 30.46 | 29.20 | 19.61 | 26.75 | 19.88 | 26.24 | 13.73 | 18.57 |
| Yield(%) | 0.00 | 0.85 | 1.31 | 1.62 | 3.01 | 3.72 | 4.37 | … | … | 0.39 | 0.77 | 0.87 | 1.12 | 1.33 | 1.73 | 1.92 | 2.32 | 1.77 | 1.92 | 2.82 | 2.40 | 2.08 | 2.11 | 2.36 | 2.24 | 2.83 | 2.98 | 2.18 | 2.04 | 1.96 | 1.97 | 2.12 | 2.59 | 2.59 | 2.42 | 2.89 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIT (Applied Industrial Technologies, Inc.) |
-28.57%
Jan 1988 – Jan 1991 |
-18.98%
Mar 1994 – Mar 1999 |
-12.09%
Mar 1989 – Mar 1999 |
-7.13%
Mar 1984 – Mar 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIT (Applied Industrial Technologies, Inc.) |
48.15%
Mar 2020 – Mar 2023 |
39.27%
Mar 2020 – Mar 2025 |
23.89%
Feb 2016 – Feb 2026 |
21.05%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart