Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRN (Materion Corporation) | 80.50% | 173.43% | 28.16% | 24.19% | 25.16% | 13.98% | 14.06% | … | … |
Data as of 06/10/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRN (Materion Corporation) | 03/18/1980 | 06/10/2026 |
| 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 173.43 | 28.16 | 24.19 | 25.16 | 13.98 | 14.06 | … | … | 80.50 | 26.43 | -23.67 | 49.41 | -4.25 | 45.18 | 8.10 | 33.09 | -6.75 | 23.94 | 43.41 | -19.69 | 15.36 | 20.95 | 7.32 | -37.16 | 108.41 | 45.75 | -65.64 | 9.62 | 112.39 | -14.05 | 20.84 | 178.36 | -61.38 | -28.10 | 22.55 | -3.58 | -28.83 | 49.62 | -5.07 | -0.72 | 21.93 | -7.32 | 14.95 | -4.46 | -32.93 | -21.23 | 8.16 | -8.41 | -21.32 | -1.45 | 23.77 | 66.42 | 45.13 | 9.49 | 22.22 |
| Sharpe Ratio | NA | 4.04 | 0.64 | 0.51 | 0.58 | NA | NA | … | … | 5.77 | 0.59 | -0.69 | 1.13 | -0.13 | 1.35 | 0.13 | 0.90 | -0.26 | 0.87 | 1.14 | -0.60 | 0.41 | 0.62 | 0.20 | -0.61 | 2.01 | 0.63 | -0.74 | 0.10 | 2.14 | -0.41 | 0.41 | 3.63 | -1.15 | -0.67 | 0.43 | -0.19 | -0.73 | 1.75 | -0.34 | -0.16 | 0.67 | -0.34 | 0.43 | -0.26 | -1.09 | -1.14 | 0.12 | -0.27 | -0.89 | -0.26 | 0.60 | 2.50 | 1.74 | -0.04 | 0.48 |
| Standard Deviation(%) | NA | 43.42 | 40.04 | 41.04 | 39.95 | NA | NA | … | … | 48.67 | 39.94 | 39.60 | 40.91 | 44.37 | 33.36 | 59.62 | 35.05 | 31.99 | 26.95 | 37.79 | 32.65 | 37.60 | 33.56 | 35.83 | 60.85 | 53.97 | 72.49 | 90.21 | 65.77 | 51.22 | 40.04 | 48.52 | 48.96 | 54.15 | 46.01 | 42.55 | 37.41 | 44.52 | 26.10 | 25.50 | 28.73 | 28.22 | 27.50 | 28.60 | 32.38 | 35.27 | 23.76 | 26.21 | 45.83 | 28.65 | 26.42 | 27.67 | 23.94 | 21.31 | 28.36 | 43.39 |
| Draw Down(%) | NA | 20.73 | 47.84 | 47.84 | 61.99 | NA | NA | … | … | 20.73 | 30.63 | 30.05 | 23.34 | 30.98 | 17.36 | 56.35 | 20.68 | 32.72 | 22.44 | 22.95 | 35.84 | 28.70 | 20.90 | 40.61 | 55.75 | 37.17 | 36.64 | 79.50 | 40.40 | 31.70 | 36.97 | 31.22 | 22.65 | 68.40 | 60.40 | 25.36 | 29.77 | 59.79 | 13.99 | 20.73 | 31.91 | 23.81 | 35.71 | 18.49 | 47.47 | 52.24 | 31.67 | 21.86 | 56.13 | 34.08 | 26.17 | 22.15 | 10.83 | 13.80 | 22.16 | 22.17 |
| Yield(%) | 0.00 | 0.69 | 0.50 | 0.67 | 1.87 | 1.16 | 1.70 | … | … | 0.22 | 0.58 | 0.42 | 0.59 | 0.53 | 0.76 | 0.75 | 0.97 | 0.83 | 0.99 | 1.37 | 1.02 | 1.12 | 1.18 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.80 | 2.20 | 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 06/10/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRN (Materion Corporation) |
-33.35%
Apr 2000 – Apr 2003 |
-28.64%
Mar 1998 – Mar 2003 |
-10.29%
Feb 1993 – Feb 2003 |
-10.82%
Mar 1988 – Mar 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRN (Materion Corporation) |
63.84%
Apr 2003 – Apr 2006 |
54.99%
Oct 2002 – Oct 2007 |
25.55%
May 2016 – May 2026 |
18.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart