Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRAA (Mcrae Inds Cl A) | 4.95% | -8.12% | 4.01% | 14.83% | 7.85% | 10.90% | 10.39% | … | … |
Data as of 03/13/2026, Common starting date is 09/28/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRAA (Mcrae Inds Cl A) | 09/28/1983 | 03/13/2026 |
| 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 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.12 | 4.01 | 14.83 | 7.85 | 10.90 | 10.39 | … | … | 4.95 | -13.39 | 19.05 | 8.05 | 18.08 | 71.63 | -9.00 | 2.82 | -29.64 | 43.35 | -12.46 | -4.69 | -5.12 | 90.73 | 46.93 | 1.07 | 19.15 | -22.32 | -9.59 | 42.17 | 23.40 | -4.27 | 12.08 | 17.32 | 63.50 | 9.11 | 0.29 | -3.98 | -17.94 | -16.53 | 34.63 | 14.07 | -9.96 | 30.64 | 29.12 | 15.60 | 3.77 | -5.71 | -8.33 | 56.97 | 21.42 | 45.55 | -40.63 | -33.33 |
| Sharpe Ratio | NA | -1.19 | 0.07 | 0.99 | 0.24 | NA | NA | … | … | 3.26 | -1.89 | 1.72 | 0.35 | 1.12 | 3.86 | -0.27 | 0.03 | -0.81 | 1.45 | -0.52 | -0.24 | -0.20 | 3.08 | 1.88 | 0.10 | 0.54 | -0.35 | -0.15 | 1.09 | 0.75 | -0.18 | 0.27 | 0.56 | 1.97 | 0.17 | -0.10 | -0.22 | -0.56 | -0.65 | 0.89 | 0.26 | -0.42 | 0.74 | 0.65 | 0.20 | -0.03 | -0.28 | -0.37 | 1.08 | 0.28 | 0.41 | -0.67 | -1.45 |
| Standard Deviation(%) | NA | 9.18 | 10.24 | 12.55 | 25.79 | NA | NA | … | … | 7.69 | 8.71 | 8.97 | 12.73 | 14.88 | 18.55 | 33.86 | 40.68 | 38.20 | 29.61 | 24.17 | 19.92 | 25.32 | 29.48 | 25.18 | 10.94 | 35.45 | 64.90 | 68.15 | 36.07 | 26.65 | 35.89 | 41.50 | 29.74 | 31.58 | 39.78 | 41.35 | 34.19 | 38.13 | 31.22 | 34.63 | 38.36 | 30.85 | 38.08 | 40.51 | 58.16 | 55.40 | 40.85 | 35.59 | 48.46 | 61.52 | 97.65 | 71.12 | 59.05 |
| Draw Down(%) | NA | 14.04 | 15.28 | 15.28 | 50.82 | NA | NA | … | … | 1.52 | 14.57 | 3.70 | 6.83 | 10.92 | 4.96 | 30.66 | 23.18 | 32.86 | 12.11 | 23.92 | 15.45 | 25.83 | 7.45 | 18.08 | 11.90 | 13.29 | 50.39 | 29.14 | 10.86 | 13.13 | 26.63 | 27.19 | 30.16 | 9.86 | 33.46 | 34.07 | 24.85 | 30.64 | 25.46 | 16.04 | 22.38 | 31.60 | 23.21 | 18.75 | 28.85 | 41.18 | 20.74 | 25.00 | 38.44 | 33.19 | 46.82 | 43.75 | 33.33 |
| Yield(%) | 0.00 | 1.65 | 1.88 | 3.15 | 2.64 | 4.73 | 5.55 | … | … | 0.00 | 1.62 | 0.96 | 2.80 | 2.88 | 2.42 | 2.14 | 2.16 | 2.87 | 2.07 | 1.77 | 1.66 | 1.54 | 2.25 | 6.72 | 2.77 | 3.21 | 2.40 | 2.12 | 2.75 | 3.28 | 2.97 | 2.87 | 2.71 | 3.96 | 2.86 | 6.40 | 5.76 | 4.50 | 3.65 | 4.33 | 4.49 | 3.82 | 4.83 | 4.27 | 4.92 | 3.80 | 6.51 | 0.00 | 6.19 | 2.93 | 4.21 | 0.00 | 0.00 |
Data as of 03/13/2026, Common starting date is 09/28/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRAA (Mcrae Inds Cl A) |
-16.77%
Jun 1997 – Jun 2000 |
-8.10%
Jun 1996 – Jun 2001 |
0.92%
Aug 1991 – Aug 2001 |
2.82%
May 1986 – May 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRAA (Mcrae Inds Cl A) |
48.79%
Apr 1985 – Apr 1988 |
34.96%
Nov 2009 – Nov 2014 |
17.75%
Jul 2003 – Jul 2013 |
17.15%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart