Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBUU (Malibu Boats, Inc.) | -6.45% | -15.36% | -21.11% | -19.25% | 6.76% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBUU (Malibu Boats, Inc.) | 02/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | -15.36 | -21.11 | -19.25 | 6.76 | NA | NA | … | … | -6.45 | -22.03 | -33.25 | 2.85 | -22.45 | 10.07 | 52.48 | 17.36 | 17.05 | 55.82 | 16.55 | -15.05 | 6.46 |
| Sharpe Ratio | NA | -0.34 | -0.50 | -0.48 | 0.11 | NA | NA | … | … | -0.32 | -0.48 | -0.81 | -0.04 | -0.53 | 0.25 | 0.71 | 0.38 | 0.33 | 1.70 | 0.38 | -0.49 | 0.17 |
| Standard Deviation(%) | NA | 52.76 | 48.53 | 45.20 | 47.04 | NA | NA | … | … | 53.29 | 52.18 | 49.44 | 34.66 | 44.81 | 40.39 | 72.87 | 42.11 | 47.12 | 32.54 | 43.29 | 30.86 | 41.76 |
| Draw Down(%) | NA | 39.37 | 61.15 | 71.77 | 73.94 | NA | NA | … | … | 30.77 | 38.74 | 44.33 | 34.63 | 33.38 | 31.47 | 63.50 | 46.16 | 41.35 | 15.66 | 35.27 | 45.46 | 30.59 |
| 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 06/05/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBUU (Malibu Boats, Inc.) |
-25.82%
Apr 2021 – Apr 2024 |
-21.03%
Apr 2021 – Apr 2026 |
2.77%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBUU (Malibu Boats, Inc.) |
57.60%
Sep 2015 – Sep 2018 |
43.73%
Jul 2016 – Jul 2021 |
9.54%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart