Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUHLX (MUHLENKAMP FUND INSTITUTIONAL CLASS SHARES) | 9.20% | 20.92% | 15.37% | 8.61% | 8.67% | 7.40% | 4.61% | … | … |
Data as of 06/09/2026, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUHLX (MUHLENKAMP FUND INSTITUTIONAL CLASS SHARES) | 12/29/1988 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 20.92 | 15.37 | 8.61 | 8.67 | 7.40 | 4.61 | … | … | 9.20 | 16.69 | 2.83 | 13.92 | -3.33 | 19.71 | 1.68 | 14.39 | -13.29 | 18.78 | -3.70 | -6.13 | 0.70 | 34.43 | 12.49 | -4.74 | 6.14 | 31.49 | -40.39 | -9.97 | 4.08 | 7.88 | 24.51 | 48.08 | -19.92 | 9.35 | 25.38 | 11.40 | 3.22 | 33.20 | 30.08 | 32.22 | -8.73 | 18.13 | 15.80 | 45.39 | -14.90 | 12.45 | 0.00 |
| Sharpe Ratio | NA | 1.33 | 0.90 | 0.41 | 0.41 | NA | NA | … | … | 1.25 | 0.87 | -0.25 | 0.87 | -0.30 | 1.02 | 0.04 | 1.20 | -0.96 | 1.84 | -0.30 | -0.42 | 0.05 | 2.56 | 0.94 | -0.22 | 0.39 | 1.13 | -1.21 | -0.67 | 0.05 | 0.41 | 1.71 | 2.61 | -0.75 | 0.30 | 0.79 | 0.44 | -0.01 | 2.02 | 2.39 | 3.30 | -1.17 | 1.69 | 1.61 | 3.21 | -1.23 | 0.62 | NA |
| Standard Deviation(%) | NA | 14.25 | 14.12 | 14.84 | 17.46 | NA | NA | … | … | 16.36 | 16.16 | 15.29 | 11.16 | 15.66 | 19.31 | 35.43 | 10.80 | 15.26 | 9.93 | 13.11 | 14.77 | 14.79 | 13.45 | 13.40 | 21.98 | 15.47 | 27.76 | 34.16 | 19.43 | 14.89 | 13.89 | 13.80 | 18.18 | 27.86 | 23.53 | 26.90 | 18.62 | 19.46 | 14.60 | 11.01 | 8.59 | 9.97 | 9.46 | 8.26 | 12.92 | 16.33 | 10.85 | 0.00 |
| Draw Down(%) | NA | 10.23 | 12.73 | 13.06 | 40.85 | NA | NA | … | … | 10.23 | 10.91 | 14.56 | 8.41 | 10.12 | 9.27 | 37.72 | 8.03 | 22.19 | 4.29 | 14.62 | 14.93 | 12.77 | 6.63 | 11.95 | 21.46 | 15.92 | 27.49 | 49.88 | 20.91 | 14.47 | 10.08 | 11.25 | 16.17 | 39.67 | 28.69 | 16.08 | 17.96 | 32.64 | 10.08 | 6.05 | 4.39 | 14.88 | 8.74 | 5.48 | 6.27 | 32.48 | 11.43 | 0.00 |
| Yield(%) | 0.00 | 3.58 | 4.60 | 2.78 | 3.68 | 4.85 | 3.44 | … | … | 0.00 | 3.79 | 8.17 | 1.01 | 0.36 | 0.00 | 0.27 | 1.42 | 10.94 | 4.84 | 0.00 | 9.33 | 13.41 | 4.01 | 10.23 | 0.11 | 0.00 | 0.17 | 0.22 | 16.09 | 0.86 | 0.97 | 0.17 | 0.00 | 0.00 | 0.00 | 5.77 | 2.14 | 0.20 | 0.47 | 0.54 | 1.23 | 0.40 | 0.63 | 1.09 | 1.53 | 1.65 | 2.49 | 1.38 |
Data as of 06/09/2026, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUHLX (MUHLENKAMP FUND INSTITUTIONAL CLASS SHARES) |
-22.81%
Feb 2006 – Feb 2009 |
-9.97%
Feb 2004 – Feb 2009 |
-0.71%
Jan 2006 – Jan 2016 |
-0.18%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUHLX (MUHLENKAMP FUND INSTITUTIONAL CLASS SHARES) |
34.69%
Apr 1995 – Apr 1998 |
23.08%
Mar 1995 – Mar 2000 |
21.03%
Oct 1990 – Oct 2000 |
17.89%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart