Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVU (CPI Aerostructures, Inc.) | 25.51% | 68.47% | 8.51% | 5.68% | -2.27% | -6.28% | -2.00% | … | … |
Data as of 06/09/2026, Common starting date is 02/22/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVU (CPI Aerostructures, Inc.) | 02/22/1993 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 68.47 | 8.51 | 5.68 | -2.27 | -6.28 | -2.00 | … | … | 25.51 | -7.41 | 43.96 | -14.69 | 17.22 | -28.72 | -43.09 | 3.45 | -28.83 | -3.24 | -4.93 | -4.70 | -32.11 | 50.25 | -15.67 | -15.70 | 134.28 | 9.27 | -36.78 | 20.17 | -28.03 | -12.14 | -3.78 | 170.45 | 178.48 | -43.82 | 11.11 | -29.66 | -54.76 | 10.53 | 123.53 | -77.63 | -48.65 | 54.17 |
| Sharpe Ratio | NA | 1.08 | 0.11 | 0.05 | -0.06 | NA | NA | … | … | 1.12 | -0.18 | 0.86 | -0.34 | 0.15 | -0.63 | -0.49 | 0.05 | -0.69 | -0.08 | -0.10 | -0.12 | -0.96 | 1.56 | -0.41 | -0.39 | 3.71 | 0.18 | -0.97 | 0.77 | -0.79 | -0.62 | -0.16 | 4.17 | 1.86 | -0.49 | 0.07 | -0.29 | -0.60 | -0.41 | 0.80 | -0.57 | -0.73 | 0.76 |
| Standard Deviation(%) | NA | 60.01 | 52.29 | 66.97 | 61.41 | NA | NA | … | … | 64.35 | 57.65 | 44.13 | 55.99 | 108.31 | 45.75 | 87.73 | 38.09 | 43.83 | 48.08 | 50.54 | 38.28 | 33.36 | 32.11 | 38.46 | 40.19 | 36.18 | 52.11 | 38.67 | 22.35 | 39.96 | 23.06 | 30.24 | 40.71 | 95.27 | 95.31 | 98.21 | 112.84 | 96.61 | 108.68 | 148.19 | 143.17 | 70.84 | 82.57 |
| Draw Down(%) | NA | 41.93 | 63.84 | 77.66 | 92.55 | NA | NA | … | … | 32.85 | 63.84 | 22.46 | 51.90 | 73.54 | 55.80 | 80.20 | 23.74 | 48.48 | 39.36 | 43.47 | 31.98 | 43.00 | 28.42 | 42.01 | 39.42 | 16.29 | 42.14 | 44.25 | 16.48 | 57.97 | 24.46 | 28.04 | 20.32 | 52.86 | 70.36 | 47.58 | 70.38 | 74.00 | 41.03 | 56.45 | 80.00 | 48.65 | 12.90 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/22/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVU (CPI Aerostructures, Inc.) |
-47.20%
Sep 2019 – Sep 2022 |
-42.27%
Jul 1994 – Jul 1999 |
-20.26%
Jul 2012 – Jul 2022 |
-12.65%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVU (CPI Aerostructures, Inc.) |
112.65%
Jul 2001 – Jul 2004 |
51.04%
Jun 1999 – Jun 2004 |
27.49%
Jul 2001 – Jul 2011 |
15.61%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison Chart