Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMVAX (KIRR MARBACH PARTNERS VALUE FUND KIRR MARBACH PARTNERS VALUE FUND) | 11.55% | 19.47% | 21.78% | 12.74% | 11.09% | 10.18% | 8.45% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMVAX (KIRR MARBACH PARTNERS VALUE FUND KIRR MARBACH PARTNERS VALUE FUND) | 12/29/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 19.47 | 21.78 | 12.74 | 11.09 | 10.18 | 8.45 | … | … | 11.55 | 14.44 | 27.82 | 20.42 | -16.01 | 28.83 | 2.96 | 27.03 | -19.72 | 16.10 | 10.83 | -4.55 | 1.95 | 33.41 | 26.38 | -2.62 | 37.02 | 37.55 | -44.88 | -5.17 | 15.59 | 6.69 | 13.58 | 31.86 | -17.82 | 15.66 | 18.25 | 1.26 |
| Sharpe Ratio | NA | 1.07 | 1.04 | 0.55 | 0.47 | NA | NA | … | … | 1.54 | 0.53 | 1.53 | 1.21 | -0.77 | 1.88 | 0.07 | 1.74 | -1.28 | 1.61 | 0.64 | -0.29 | 0.14 | 2.49 | 1.59 | -0.09 | 1.70 | 1.24 | -1.09 | -0.50 | 1.07 | 0.47 | 1.13 | 1.92 | -0.78 | 0.69 | 0.77 | 44.15 |
| Standard Deviation(%) | NA | 15.66 | 17.75 | 18.37 | 20.32 | NA | NA | … | … | 17.22 | 21.96 | 15.81 | 13.93 | 22.77 | 15.33 | 40.12 | 14.70 | 16.54 | 9.64 | 16.64 | 15.58 | 13.83 | 13.41 | 16.73 | 29.84 | 21.71 | 30.25 | 41.97 | 16.82 | 11.40 | 9.44 | 11.17 | 16.21 | 24.32 | 19.43 | 18.12 | 8.60 |
| Draw Down(%) | NA | 10.22 | 21.26 | 24.84 | 45.40 | NA | NA | … | … | 9.77 | 21.26 | 7.36 | 12.12 | 24.84 | 6.89 | 44.21 | 9.14 | 28.60 | 4.93 | 13.99 | 14.37 | 12.28 | 5.73 | 12.96 | 28.92 | 16.48 | 30.18 | 57.27 | 19.77 | 10.32 | 7.19 | 8.28 | 14.95 | 33.68 | 23.23 | 8.87 | 0.00 |
| Yield(%) | 0.00 | 5.39 | 6.86 | 5.27 | 5.76 | 5.76 | 5.14 | … | … | 0.00 | 5.71 | 9.09 | 3.91 | 2.90 | 4.70 | 1.37 | 2.62 | 6.83 | 7.41 | 6.01 | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.91 | 1.44 | 0.00 | 11.26 | 4.17 | 5.62 | 11.25 | 0.00 | 0.00 | 6.35 | 0.00 | 0.55 |
Data as of 06/05/2026, Common starting date is 12/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMVAX (KIRR MARBACH PARTNERS VALUE FUND KIRR MARBACH PARTNERS VALUE FUND) |
-22.57%
Feb 2006 – Feb 2009 |
-10.50%
Feb 2004 – Feb 2009 |
3.20%
Aug 2000 – Aug 2010 |
3.66%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMVAX (KIRR MARBACH PARTNERS VALUE FUND KIRR MARBACH PARTNERS VALUE FUND) |
38.22%
Feb 2009 – Feb 2012 |
31.50%
Feb 2009 – Feb 2014 |
16.19%
Feb 2009 – Feb 2019 |
13.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart