Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HZO (MarineMax, Inc.) | 36.36% | 50.46% | 2.92% | -6.70% | 7.27% | 10.08% | 0.71% | … | … |
Data as of 06/05/2026, Common starting date is 06/03/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HZO (MarineMax, Inc.) | 06/03/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.07 | 50.46 | 2.92 | -6.70 | 7.27 | 10.08 | 0.71 | … | … | 36.36 | -15.47 | -28.61 | 24.60 | -47.12 | 68.54 | 109.89 | -8.85 | -3.12 | -2.33 | 5.05 | -8.13 | 24.69 | 79.87 | 37.12 | -30.27 | 1.74 | 171.09 | -78.13 | -40.22 | -17.87 | 6.08 | 53.17 | 64.52 | 56.63 | 28.34 | -38.16 | 20.63 | -37.31 |
| Sharpe Ratio | NA | 0.85 | -0.01 | -0.18 | 0.10 | NA | NA | … | … | 1.90 | -0.31 | -0.59 | 0.48 | -0.98 | 1.27 | 1.36 | -0.70 | -0.48 | -0.45 | -0.61 | -0.54 | 0.20 | 1.53 | 0.33 | -0.85 | -0.28 | 1.29 | -0.73 | -1.41 | -1.07 | -0.36 | 0.71 | 1.15 | 0.73 | 0.16 | -2.60 | 1.19 | -0.01 |
| Standard Deviation(%) | NA | 55.98 | 56.34 | 52.07 | 54.99 | NA | NA | … | … | 54.61 | 60.10 | 59.99 | 43.01 | 49.51 | 53.85 | 80.44 | 46.16 | 51.74 | 48.58 | 47.79 | 49.32 | 31.21 | 40.12 | 57.33 | 57.69 | 60.83 | 118.45 | 133.67 | 44.43 | 37.73 | 41.20 | 47.16 | 39.22 | 50.47 | 44.40 | 41.08 | 38.22 | 51.78 |
| Draw Down(%) | NA | 23.85 | 56.62 | 70.10 | 73.44 | NA | NA | … | … | 20.29 | 45.44 | 36.99 | 33.38 | 52.97 | 32.02 | 64.03 | 34.24 | 34.84 | 39.40 | 27.27 | 49.84 | 17.46 | 25.90 | 36.22 | 46.19 | 50.40 | 66.38 | 92.09 | 47.01 | 46.88 | 35.74 | 38.51 | 32.08 | 50.17 | 34.92 | 55.68 | 33.33 | 46.82 |
| 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 |
Data as of 06/05/2026, Common starting date is 06/03/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZO (MarineMax, Inc.) |
-64.00%
Feb 2006 – Feb 2009 |
-44.18%
Feb 2004 – Feb 2009 |
-19.19%
Feb 1999 – Feb 2009 |
-7.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZO (MarineMax, Inc.) |
77.70%
Feb 2009 – Feb 2012 |
58.49%
Feb 2009 – Feb 2014 |
29.85%
Feb 2009 – Feb 2019 |
23.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart