Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SUPX NA -12.57% -9.46% -5.79% -2.94% -5.57% -7.24%
Data as of 06/05/2026, Common starting date is 12/06/1983
More Performance Analytics Comparison
Name Start Date End Date
SUPX 12/06/1983 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -12.57 -9.46 -5.79 -2.94 -5.57 -7.24
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 12/06/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUPX (SUPX) -42.39%
Jan 1984 – Jan 1987
-20.94%
Jan 1984 – Jan 1989
-15.71%
Apr 2016 – Apr 2026
-8.42%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUPX (SUPX) 95.74%
Oct 1993 – Oct 1996
45.23%
Nov 1990 – Nov 1995
37.82%
Aug 1990 – Aug 2000
24.40%
Nov 1990 – Nov 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return