Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KVHI (KVH Industries, Inc.) | 9.33% | 46.82% | -7.12% | -10.66% | -0.56% | -2.23% | -1.83% | … | … |
Data as of 06/10/2026, Common starting date is 04/02/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KVHI (KVH Industries, Inc.) | 04/02/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.58 | 46.82 | -7.12 | -10.66 | -0.56 | -2.23 | -1.83 | … | … | 9.33 | 19.12 | 5.51 | -48.53 | 11.21 | -19.03 | 1.98 | 8.16 | -0.58 | -12.29 | 25.27 | -25.53 | -2.92 | -6.80 | 79.69 | -34.90 | -18.93 | 184.56 | -35.73 | -24.03 | 8.38 | -0.10 | -64.45 | 220.58 | 44.54 | 8.18 | 79.59 | 151.28 | -75.93 | -34.68 | 2.48 |
| Sharpe Ratio | NA | 0.81 | -0.22 | -0.32 | -0.06 | NA | NA | … | … | 0.25 | 0.42 | -0.03 | -1.01 | 0.27 | -0.56 | 0.03 | -0.50 | -0.71 | -0.75 | -0.21 | -1.28 | -0.72 | -0.78 | 1.26 | -0.89 | -0.79 | 2.89 | -0.63 | -1.28 | -0.37 | -0.54 | -1.35 | 3.29 | 0.54 | -0.19 | 0.09 | 1.57 | -0.38 | -0.92 | 0.02 |
| Standard Deviation(%) | NA | 53.86 | 49.08 | 43.93 | 43.87 | NA | NA | … | … | 67.51 | 39.55 | 38.06 | 52.41 | 37.04 | 34.24 | 67.71 | 30.32 | 31.27 | 42.15 | 41.26 | 34.45 | 29.76 | 32.32 | 48.91 | 59.92 | 47.34 | 57.49 | 87.29 | 36.26 | 37.49 | 39.44 | 62.30 | 61.17 | 45.90 | 68.68 | 124.23 | 111.97 | 111.40 | 87.88 | 66.38 |
| Draw Down(%) | NA | 35.67 | 56.92 | 69.27 | 71.49 | NA | NA | … | … | 35.67 | 21.57 | 19.52 | 62.65 | 28.14 | 41.74 | 40.69 | 23.79 | 31.52 | 34.32 | 26.31 | 42.24 | 23.24 | 18.05 | 20.23 | 57.00 | 33.05 | 26.88 | 70.92 | 29.91 | 28.81 | 29.74 | 74.90 | 30.36 | 28.05 | 56.69 | 63.76 | 37.25 | 80.73 | 58.97 | 34.88 |
| 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/02/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KVHI (KVH Industries, Inc.) |
-38.58%
May 1996 – May 1999 |
-32.30%
Nov 2003 – Nov 2008 |
-10.26%
Nov 2013 – Nov 2023 |
-6.96%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KVHI (KVH Industries, Inc.) |
95.31%
Feb 1999 – Feb 2002 |
86.60%
Dec 1998 – Dec 2003 |
18.24%
Feb 1999 – Feb 2009 |
18.61%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart