Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCEM (The Monarch Cement Company) | 9.31% | 19.62% | 36.94% | 26.04% | 26.82% | 20.20% | 15.74% | … | … |
Data as of 03/16/2026, Common starting date is 05/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCEM (The Monarch Cement Company) | 05/12/1997 | 03/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.62 | 36.94 | 26.04 | 26.82 | 20.20 | 15.74 | … | … | 9.31 | 11.88 | 44.30 | 45.03 | 4.55 | 59.49 | 19.13 | -7.14 | -5.33 | 54.25 | 59.49 | 14.50 | 14.72 | 25.56 | -11.63 | -8.81 | -8.61 | 12.34 | -4.34 | -5.77 | 45.59 | 7.45 | 22.70 | 13.34 | -2.02 | 9.69 | -12.05 | -9.57 | 1.14 | 23.94 |
| Sharpe Ratio | NA | 0.64 | 1.27 | 0.71 | 0.76 | NA | NA | … | … | 1.98 | 0.37 | 1.60 | 1.39 | 0.08 | 1.33 | 0.50 | -0.36 | -0.24 | 1.74 | 1.47 | 0.47 | 0.67 | 0.94 | -0.28 | -0.17 | -0.30 | 0.36 | -0.15 | -0.28 | 1.34 | 0.18 | 0.75 | 0.40 | -0.08 | 0.24 | -0.56 | -0.33 | -0.04 | 0.48 |
| Standard Deviation(%) | NA | 25.88 | 26.54 | 33.35 | 33.29 | NA | NA | … | … | 26.70 | 24.47 | 25.39 | 30.05 | 40.97 | 44.81 | 37.88 | 24.26 | 28.27 | 31.00 | 40.01 | 31.35 | 21.79 | 27.30 | 42.33 | 51.03 | 29.28 | 33.95 | 34.49 | 32.26 | 31.69 | 28.75 | 28.79 | 31.80 | 38.11 | 31.05 | 29.02 | 39.26 | 57.02 | 74.74 |
| Draw Down(%) | NA | 16.58 | 17.31 | 28.04 | 40.18 | NA | NA | … | … | 5.24 | 16.58 | 9.00 | 17.31 | 28.04 | 18.44 | 28.00 | 13.39 | 23.35 | 11.93 | 11.46 | 12.94 | 9.61 | 18.83 | 27.68 | 25.90 | 26.20 | 29.57 | 32.03 | 19.65 | 18.61 | 14.91 | 10.99 | 21.93 | 22.23 | 15.03 | 19.04 | 14.61 | 25.00 | 17.00 |
| Yield(%) | 0.00 | 4.09 | 4.92 | 4.91 | 9.48 | 9.00 | 7.74 | … | … | 0.35 | 4.13 | 3.02 | 1.21 | 1.67 | 7.93 | 3.31 | 1.41 | 1.86 | 2.12 | 2.86 | 2.70 | 3.77 | 4.28 | 3.45 | 3.35 | 3.01 | 3.27 | 3.12 | 2.56 | 3.56 | 3.56 | 4.21 | 4.57 | 4.30 | 3.43 | 0.98 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 05/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCEM (The Monarch Cement Company) |
-12.22%
Apr 1998 – Apr 2001 |
-6.32%
May 1998 – May 2003 |
2.75%
Oct 1998 – Oct 2008 |
1.49%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCEM (The Monarch Cement Company) |
43.60%
Sep 2020 – Sep 2023 |
41.79%
Apr 2020 – Apr 2025 |
27.84%
Feb 2016 – Feb 2026 |
19.70%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart