Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEQU (Kewaunee Scientific Corporation) | -3.82% | -8.89% | 31.93% | 25.08% | 9.17% | 10.53% | 9.29% | … | … |
Data as of 06/10/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEQU (Kewaunee Scientific Corporation) | 03/17/1980 | 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 | 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 (%) | -9.05 | -8.89 | 31.93 | 25.08 | 9.17 | 10.53 | 9.29 | … | … | -3.82 | -38.58 | 119.50 | 82.26 | 25.59 | 1.60 | -7.06 | -58.34 | 17.50 | 21.51 | 41.24 | 2.91 | 17.28 | 32.06 | 55.15 | -37.71 | -2.19 | 65.34 | -53.14 | 131.29 | -4.17 | 6.27 | -10.84 | 15.50 | 14.00 | -22.63 | 12.51 | -7.87 | 11.25 | 73.91 | 76.92 | 57.58 | -51.47 | 21.43 | -50.00 | 75.00 | -45.76 | -9.23 | 4.84 | -25.30 | -23.15 | 14.89 | 25.89 | 52.73 | 14.58 | 39.13 | 53.33 |
| Sharpe Ratio | NA | -0.14 | 0.51 | 0.48 | 0.17 | NA | NA | … | … | -0.06 | -0.68 | 1.87 | 1.66 | 0.75 | 0.05 | -0.13 | -1.27 | 0.35 | 0.71 | 1.47 | 0.11 | 0.75 | 1.05 | 1.41 | -1.04 | -0.07 | 1.59 | -0.60 | 2.42 | -0.26 | 0.11 | -0.35 | 0.51 | 0.39 | -0.55 | 0.14 | -0.34 | 0.12 | 1.23 | 1.21 | 0.80 | -0.99 | 0.36 | -0.73 | 1.36 | -1.19 | -0.68 | 0.01 | -0.57 | -0.79 | 0.39 | 1.36 | 1.76 | 0.36 | 1.02 | 2.57 |
| Standard Deviation(%) | NA | 53.25 | 57.38 | 49.06 | 46.26 | NA | NA | … | … | 38.86 | 61.95 | 60.99 | 47.62 | 32.56 | 31.47 | 54.94 | 47.20 | 46.92 | 29.43 | 27.84 | 26.57 | 23.09 | 30.52 | 39.53 | 36.35 | 34.45 | 40.99 | 90.49 | 53.26 | 28.80 | 35.97 | 33.89 | 28.91 | 33.19 | 46.22 | 59.48 | 32.36 | 65.98 | 56.75 | 60.14 | 67.36 | 55.13 | 54.28 | 71.00 | 52.28 | 42.85 | 21.83 | 29.49 | 51.22 | 34.37 | 24.87 | 14.00 | 26.44 | 19.42 | 28.43 | 24.77 |
| Draw Down(%) | NA | 43.35 | 55.36 | 55.36 | 79.94 | NA | NA | … | … | 21.18 | 55.36 | 44.21 | 14.72 | 22.03 | 18.45 | 47.43 | 59.71 | 37.75 | 17.53 | 17.53 | 13.91 | 10.16 | 17.38 | 17.18 | 41.87 | 33.89 | 18.14 | 66.62 | 27.77 | 20.25 | 24.72 | 38.67 | 18.64 | 25.14 | 39.66 | 34.41 | 23.40 | 33.33 | 30.51 | 41.03 | 32.00 | 52.94 | 21.05 | 60.66 | 16.33 | 54.10 | 21.62 | 15.79 | 39.53 | 25.45 | 19.35 | 12.50 | 26.14 | 18.75 | 20.41 | 12.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.36 | 2.88 | 3.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.78 | 2.56 | 2.60 | 3.20 | 2.88 | 3.00 | 3.44 | 4.79 | 2.95 | 2.76 | 4.00 | 1.59 | 3.24 | 2.99 | 3.05 | 2.66 | 2.99 | 3.37 | 2.49 | 2.73 | 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEQU (Kewaunee Scientific Corporation) |
-33.46%
Dec 1991 – Dec 1994 |
-22.50%
Dec 1989 – Dec 1994 |
-19.31%
Dec 1984 – Dec 1994 |
-8.30%
Jul 1981 – Jul 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEQU (Kewaunee Scientific Corporation) |
71.57%
Apr 1995 – Apr 1998 |
44.59%
Jun 2020 – Jun 2025 |
17.65%
Dec 1994 – Dec 2004 |
16.01%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart