Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVCO (Cavco Industries, Inc.) | -4.44% | 31.40% | 26.65% | 21.24% | 19.22% | 19.77% | 13.51% | … | … |
Data as of 06/10/2026, Common starting date is 06/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVCO (Cavco Industries, Inc.) | 06/20/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.68 | 31.40 | 26.65 | 21.24 | 19.22 | 19.77 | 13.51 | … | … | -4.44 | 34.56 | 27.89 | 53.20 | -28.77 | 81.05 | -10.20 | 49.85 | -14.56 | 52.83 | 19.85 | 5.10 | 15.39 | 37.45 | 24.76 | -14.20 | 29.98 | 33.58 | -20.54 | -3.42 | -8.46 | 70.13 | 87.50 | 60.00 |
| Sharpe Ratio | NA | 0.57 | 0.59 | 0.41 | 0.39 | NA | NA | … | … | -0.33 | 0.82 | 0.61 | 1.32 | -0.62 | 2.23 | -0.14 | 1.18 | -0.33 | 1.91 | 0.69 | 0.14 | 0.50 | 1.05 | 0.57 | -0.26 | 0.76 | 0.66 | -0.32 | -0.17 | -0.34 | 2.09 | 0.84 | 3.02 |
| Standard Deviation(%) | NA | 47.51 | 40.31 | 41.13 | 44.10 | NA | NA | … | … | 54.96 | 39.30 | 35.38 | 37.54 | 49.05 | 36.40 | 72.35 | 41.13 | 47.81 | 27.53 | 28.43 | 35.73 | 30.53 | 35.77 | 43.49 | 54.16 | 39.56 | 50.64 | 67.78 | 38.72 | 34.18 | 32.48 | 102.87 | 46.89 |
| Draw Down(%) | NA | 34.68 | 34.68 | 43.23 | 57.89 | NA | NA | … | … | 34.68 | 26.45 | 17.06 | 21.88 | 41.98 | 18.78 | 53.62 | 31.26 | 50.60 | 11.61 | 17.67 | 18.30 | 27.09 | 20.92 | 21.32 | 39.81 | 25.10 | 28.71 | 45.58 | 29.71 | 40.48 | 18.03 | 52.02 | 16.47 |
| Yield(%) | 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 | 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 06/10/2026, Common starting date is 06/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVCO (Cavco Industries, Inc.) |
-21.71%
Feb 2006 – Feb 2009 |
-4.29%
Oct 2005 – Oct 2010 |
5.83%
Feb 2006 – Feb 2016 |
10.32%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVCO (Cavco Industries, Inc.) |
54.89%
Sep 2015 – Sep 2018 |
36.11%
Aug 2013 – Aug 2018 |
23.91%
Sep 2015 – Sep 2025 |
24.18%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart