Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXXVX (MATTHEW 25 FUND MATTHEW 25 FUND) | 8.61% | 29.08% | 24.21% | 5.78% | 10.72% | 11.74% | 8.98% | … | … |
Data as of 06/08/2026, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXXVX (MATTHEW 25 FUND MATTHEW 25 FUND) | 12/27/1996 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | 29.08 | 24.21 | 5.78 | 10.72 | 11.74 | 8.98 | … | … | 8.61 | 18.64 | 27.41 | 36.76 | -34.47 | 9.31 | 1.83 | 42.14 | -19.41 | 24.69 | 26.82 | -12.19 | 5.59 | 38.69 | 31.63 | 10.45 | 31.98 | 47.71 | -40.24 | -19.24 | 3.85 | 4.98 | 20.05 | 32.05 | -1.67 | 9.82 | 3.32 | 0.57 | 23.65 | 39.36 | -2.10 |
| Sharpe Ratio | NA | 1.45 | 1.01 | 0.12 | 0.38 | NA | NA | … | … | 0.69 | 0.61 | 1.24 | 1.62 | -1.18 | 0.45 | 0.04 | 2.35 | -1.18 | 2.14 | 1.50 | -0.72 | 0.43 | 2.93 | 2.05 | 0.39 | 1.61 | 1.41 | -0.92 | -0.98 | 0.03 | 0.19 | 1.42 | 2.02 | -0.14 | 0.42 | -0.04 | -0.17 | 0.88 | 2.03 | -10.71 |
| Standard Deviation(%) | NA | 18.70 | 21.93 | 24.12 | 23.98 | NA | NA | … | … | 21.71 | 25.91 | 19.17 | 20.62 | 30.57 | 20.49 | 43.05 | 17.34 | 17.69 | 11.27 | 17.73 | 16.86 | 13.11 | 13.18 | 15.57 | 26.46 | 19.78 | 33.88 | 44.42 | 22.99 | 14.97 | 14.43 | 13.43 | 15.49 | 19.66 | 17.78 | 23.09 | 16.43 | 23.00 | 17.51 | 9.03 |
| Draw Down(%) | NA | 12.84 | 26.19 | 43.54 | 43.82 | NA | NA | … | … | 12.84 | 25.63 | 11.94 | 16.26 | 37.72 | 15.71 | 43.82 | 9.17 | 26.30 | 7.56 | 15.09 | 18.25 | 9.25 | 6.90 | 11.15 | 20.68 | 13.78 | 30.20 | 54.47 | 28.58 | 13.65 | 13.27 | 11.07 | 19.28 | 20.64 | 18.56 | 15.57 | 14.87 | 23.35 | 9.44 | 2.10 |
| Yield(%) | 0.00 | 15.27 | 12.54 | 5.31 | 7.78 | 10.15 | 7.66 | … | … | 0.00 | 15.28 | 8.67 | 10.37 | 0.58 | 0.36 | 0.53 | 2.60 | 12.96 | 8.78 | 11.29 | 6.64 | 2.95 | 1.40 | 2.46 | 0.11 | 0.36 | 1.43 | 1.35 | 5.95 | 1.49 | 1.23 | 3.09 | 5.87 | 0.75 | 0.00 | 0.00 | 0.00 | 0.23 | 0.25 | 0.14 |
Data as of 06/08/2026, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXXVX (MATTHEW 25 FUND MATTHEW 25 FUND) |
-26.40%
Feb 2006 – Feb 2009 |
-12.49%
Feb 2004 – Feb 2009 |
-2.62%
Feb 1999 – Feb 2009 |
6.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXXVX (MATTHEW 25 FUND MATTHEW 25 FUND) |
45.42%
Feb 2009 – Feb 2012 |
36.41%
Feb 2009 – Feb 2014 |
21.06%
Feb 2009 – Feb 2019 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart