Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NANX (Nanophase Technol) | NA | 272.14% | 22.42% | 63.20% | 28.63% | 9.58% | -1.01% | … | … |
Data as of 06/20/2025, Common starting date is 11/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NANX (Nanophase Technol) | 11/26/1997 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 28.01 | 272.14 | 22.42 | 63.20 | 28.63 | 9.58 | -1.01 | … | … | 113.52 | 283.33 | -46.90 | -74.32 | 417.65 | 203.57 | -61.64 | 40.38 | -27.78 | 80.00 | 0.00 | -25.93 | 58.82 | -17.07 | -66.12 | 39.08 | -17.14 | -72.37 | -36.35 | 5.66 | -36.30 | 9.64 | 186.88 | -52.12 | -46.45 | 125.64 | 116.67 | -82.27 | 58.59 |
| Sharpe Ratio | NA | 3.12 | 0.18 | 0.62 | 0.25 | NA | NA | … | … | 4.35 | 2.56 | -0.43 | -0.98 | 5.76 | 1.25 | -0.58 | 0.20 | -0.64 | 0.65 | -0.27 | -0.55 | 0.36 | -0.24 | -1.25 | 0.23 | -0.42 | -0.95 | -1.06 | -0.29 | -1.03 | -0.13 | 1.67 | -0.92 | -0.75 | 0.51 | 1.34 | -0.43 | 102.38 |
| Standard Deviation(%) | NA | 86.30 | 104.72 | 98.58 | 104.83 | NA | NA | … | … | 94.10 | 109.54 | 119.55 | 77.15 | 72.54 | 161.26 | 145.50 | 94.88 | 73.28 | 69.98 | 67.99 | 80.98 | 113.46 | 147.35 | 67.95 | 89.57 | 85.28 | 96.15 | 55.42 | 57.09 | 55.76 | 79.54 | 100.15 | 78.41 | 91.03 | 112.19 | 105.37 | 113.78 | 150.12 |
| Draw Down(%) | NA | 44.00 | 86.77 | 90.27 | 90.27 | NA | NA | … | … | 44.00 | 53.06 | 72.07 | 74.66 | 24.35 | 57.50 | 66.25 | 44.88 | 44.74 | 29.76 | 28.57 | 27.27 | 43.40 | 61.43 | 74.85 | 48.44 | 44.96 | 80.20 | 58.20 | 38.03 | 44.64 | 68.97 | 43.85 | 68.24 | 68.08 | 61.27 | 50.00 | 85.24 | 11.95 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/20/2025, Common starting date is 11/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NANX (Nanophase Technol) |
-51.73%
Jan 2006 – Jan 2009 |
-45.84%
Sep 2007 – Sep 2012 |
-27.93%
Jan 2004 – Jan 2014 |
-21.44%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NANX (Nanophase Technol) |
95.20%
Oct 2019 – Oct 2022 |
57.73%
Mar 2020 – Mar 2025 |
26.78%
Dec 2011 – Dec 2021 |
8.80%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart