Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVX (Innovex International, Inc.) | 11.80% | 33.17% | -3.94% | -8.24% | -8.66% | -6.93% | -0.99% | … | … |
Data as of 03/16/2026, Common starting date is 10/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVX (Innovex International, Inc.) | 10/23/1997 | 03/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.73 | 33.17 | -3.94 | -8.24 | -8.66 | -6.93 | -0.99 | … | … | 11.80 | 57.84 | -39.97 | -14.35 | 38.06 | -33.56 | -36.86 | 56.21 | -37.04 | -20.57 | 1.38 | -22.81 | -30.20 | 50.49 | 10.98 | -15.31 | 37.61 | 175.38 | -63.15 | 42.13 | 65.93 | 94.56 | 48.83 | -3.55 | -29.88 | -29.51 | 12.55 | 71.13 | -49.47 | -5.07 |
| Sharpe Ratio | NA | 0.76 | -0.17 | -0.23 | -0.22 | NA | NA | … | … | 1.43 | 1.17 | -1.01 | -0.44 | 0.67 | -0.70 | -0.54 | 1.19 | -1.05 | -0.67 | 0.04 | -0.65 | -1.01 | 2.15 | 0.39 | -0.33 | 0.88 | 3.26 | -0.86 | 1.01 | 1.24 | 2.04 | 1.25 | -0.13 | -0.55 | -0.58 | 0.16 | 1.20 | -0.74 | -0.43 |
| Standard Deviation(%) | NA | 46.42 | 43.58 | 46.64 | 46.42 | NA | NA | … | … | 49.55 | 47.95 | 43.11 | 41.67 | 54.59 | 47.95 | 68.53 | 45.93 | 36.74 | 31.97 | 32.44 | 35.24 | 30.06 | 23.45 | 28.44 | 46.44 | 42.81 | 53.69 | 74.00 | 38.66 | 50.62 | 45.21 | 38.21 | 33.14 | 56.05 | 55.71 | 50.59 | 56.52 | 71.37 | 65.96 |
| Draw Down(%) | NA | 28.29 | 58.93 | 68.88 | 81.31 | NA | NA | … | … | 17.50 | 29.53 | 49.66 | 42.07 | 52.41 | 53.95 | 52.26 | 26.26 | 53.91 | 46.05 | 27.65 | 31.28 | 39.56 | 12.02 | 23.35 | 39.31 | 41.47 | 31.14 | 77.73 | 24.25 | 28.20 | 31.98 | 26.09 | 32.76 | 42.28 | 59.98 | 57.36 | 37.58 | 67.01 | 23.52 |
| 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 |
Data as of 03/16/2026, Common starting date is 10/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVX (Innovex International, Inc.) |
-33.80%
Mar 2000 – Mar 2003 |
-22.86%
Dec 2013 – Dec 2018 |
-16.86%
Oct 2014 – Oct 2024 |
-8.89%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVX (Innovex International, Inc.) |
80.48%
Apr 2004 – Apr 2007 |
49.36%
Apr 2003 – Apr 2008 |
31.66%
Oct 2003 – Oct 2013 |
20.73%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart