Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCII (LCI Industries) | -20.78% | 10.91% | -2.17% | -5.55% | 5.03% | 12.75% | 8.56% | … | … |
Data as of 06/05/2026, Common starting date is 05/29/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCII (LCI Industries) | 05/29/1985 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.54 | 10.91 | -2.17 | -5.55 | 5.03 | 12.75 | 8.56 | … | … | -20.78 | 22.83 | -14.64 | 41.10 | -38.49 | 23.07 | 24.09 | 65.13 | -47.23 | 23.05 | 79.90 | 23.04 | -0.25 | 65.01 | 40.65 | 7.85 | 17.56 | 72.08 | -56.20 | 5.34 | -7.73 | 55.88 | 30.11 | 73.21 | 49.30 | 86.96 | -36.11 | -22.58 | -8.82 | 15.91 | 57.14 | 67.16 | 0.00 | -9.46 | 208.33 | 182.35 | -39.29 | -30.00 | 0.00 | -33.33 | -50.00 | -33.33 |
| Sharpe Ratio | NA | 0.23 | -0.15 | -0.21 | 0.09 | NA | NA | … | … | -1.11 | 0.56 | -0.49 | 1.01 | -0.80 | 0.66 | 0.41 | 1.94 | -1.20 | 0.77 | 2.87 | 0.93 | -0.01 | 2.74 | 1.37 | 0.18 | 0.37 | 0.94 | -0.74 | 0.05 | -0.30 | 1.93 | 0.82 | 2.72 | 1.23 | 2.17 | -1.18 | -0.92 | -0.46 | 0.35 | 1.72 | 2.14 | -0.08 | -0.20 | 3.34 | 1.29 | -0.40 | -0.48 | -0.02 | -0.23 | -0.33 | -0.39 |
| Standard Deviation(%) | NA | 35.42 | 37.27 | 39.33 | 39.95 | NA | NA | … | … | 40.05 | 35.82 | 37.24 | 37.51 | 50.00 | 35.09 | 58.57 | 32.79 | 40.79 | 29.09 | 27.75 | 24.65 | 25.12 | 23.73 | 29.85 | 43.54 | 47.57 | 76.44 | 76.93 | 43.76 | 36.98 | 27.77 | 35.73 | 26.60 | 39.04 | 39.75 | 34.29 | 28.16 | 26.50 | 34.71 | 30.81 | 29.52 | 37.43 | 59.12 | 60.89 | 137.51 | 111.69 | 74.73 | 221.51 | 166.01 | 162.15 | 142.23 |
| Draw Down(%) | NA | 38.82 | 41.12 | 47.19 | 53.90 | NA | NA | … | … | 38.82 | 31.28 | 21.45 | 21.68 | 41.63 | 18.32 | 50.26 | 13.29 | 52.64 | 24.18 | 17.82 | 16.28 | 24.35 | 11.74 | 13.99 | 33.48 | 34.21 | 55.28 | 66.36 | 39.45 | 40.64 | 11.91 | 24.98 | 7.94 | 23.23 | 35.64 | 44.37 | 35.10 | 31.40 | 22.52 | 22.02 | 19.23 | 26.67 | 49.09 | 16.46 | 29.41 | 58.82 | 61.11 | 66.67 | 66.67 | 57.14 | 44.44 |
| Yield(%) | 1.05 | 5.20 | 3.91 | 2.81 | 4.26 | 10.89 | 6.78 | … | … | 1.85 | 4.53 | 3.42 | 4.44 | 2.55 | 2.69 | 2.60 | 3.81 | 1.79 | 1.76 | 2.39 | 4.00 | 0.00 | 5.99 | 8.06 | 0.00 | 6.97 | 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 06/05/2026, Common starting date is 05/29/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCII (LCI Industries) |
-42.37%
Feb 2006 – Feb 2009 |
-38.37%
Oct 1985 – Oct 1990 |
0.29%
Feb 1999 – Feb 2009 |
0.15%
Oct 1985 – Oct 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCII (LCI Industries) |
137.13%
Jan 1991 – Jan 1994 |
81.27%
May 1991 – May 1996 |
33.07%
Jan 1991 – Jan 2001 |
42.40%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart