Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KN (Knowles Corporation) 78.30% 118.59% 30.25% 13.78% 9.41% NA NA
Data as of 06/09/2026, Common starting date is 02/18/2014
More Performance Analytics Comparison
Name Start Date End Date
KN (Knowles Corporation) 02/18/2014 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
Annualized Return (%) -2.55 118.59 30.25 13.78 9.41 NA NA 78.30 9.88 11.56 9.07 -29.68 26.70 -12.86 57.33 -9.21 -12.27 25.36 -43.40 -16.90
Sharpe Ratio NA 3.55 0.81 0.32 0.22 NA NA 6.70 0.20 0.18 0.13 -0.95 1.29 -0.27 2.00 -0.27 -0.46 0.49 -0.89 -0.50
Standard Deviation(%) NA 34.17 33.74 32.76 34.53 NA NA 38.96 35.64 28.67 37.24 32.82 20.71 48.17 28.22 38.41 27.87 51.50 48.87 38.58
Draw Down(%) NA 15.32 38.00 49.55 49.55 NA NA 15.03 38.00 15.75 35.23 49.55 15.08 47.76 18.78 33.53 27.77 28.92 47.79 45.95
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
Data as of 06/09/2026, Common starting date is 02/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KN (Knowles Corporation) -23.62%
Aug 2014 – Aug 2017
-11.03%
May 2014 – May 2019
-6.51%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KN (Knowles Corporation) 27.66%
May 2023 – May 2026
12.81%
Feb 2016 – Feb 2021
9.85%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return