Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPTI (M-tron Industries, Inc.) | 66.07% | 97.45% | 92.19% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPTI (M-tron Industries, Inc.) | 10/03/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | 97.45 | 92.19 | NA | NA | NA | NA | … | … | 66.07 | 5.72 | 41.79 | 308.00 | -33.21 |
| Sharpe Ratio | NA | 1.65 | 1.16 | NA | NA | NA | NA | … | … | 4.47 | 0.04 | 0.48 | 3.94 | -1.40 |
| Standard Deviation(%) | NA | 54.84 | 74.94 | NA | NA | NA | NA | … | … | 60.24 | 67.16 | 73.58 | 78.33 | 59.79 |
| Draw Down(%) | NA | 23.16 | 49.99 | NA | NA | NA | NA | … | … | 20.49 | 40.97 | 45.23 | 30.10 | 46.15 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPTI (M-tron Industries, Inc.) |
73.81%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPTI (M-tron Industries, Inc.) |
91.38%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart