Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDY (Teledyne Micropac, Inc) | 17.92% | 20.45% | 15.47% | 7.63% | 19.61% | 18.58% | 15.45% | … | … |
Data as of 06/05/2026, Common starting date is 11/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDY (Teledyne Micropac, Inc) | 11/23/1999 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 20.45 | 15.47 | 7.63 | 19.61 | 18.58 | 15.45 | … | … | 17.92 | 11.47 | 4.24 | 11.60 | -8.46 | 11.46 | 13.11 | 67.35 | 14.31 | 47.28 | 38.67 | -13.67 | 11.84 | 41.17 | 18.63 | 24.74 | 14.62 | -13.89 | -16.46 | 32.89 | 37.90 | -1.12 | 56.13 | 20.22 | -3.74 | -31.05 | 150.33 | 11.85 |
| Sharpe Ratio | NA | 0.73 | 0.52 | 0.20 | 0.65 | NA | NA | … | … | 1.48 | 0.37 | -0.04 | 0.37 | -0.33 | 0.46 | 0.25 | 3.26 | 0.53 | 2.34 | 1.58 | -0.71 | 0.64 | 2.31 | 0.85 | 0.68 | 0.51 | -0.32 | -0.31 | 0.88 | 1.22 | -0.09 | 1.84 | 0.54 | -0.09 | -0.50 | 1.49 | 2.05 |
| Standard Deviation(%) | NA | 24.44 | 23.52 | 24.33 | 27.91 | NA | NA | … | … | 30.04 | 23.38 | 22.76 | 20.30 | 29.84 | 25.05 | 52.22 | 20.21 | 24.50 | 19.99 | 24.20 | 19.27 | 18.39 | 17.78 | 22.14 | 36.26 | 28.35 | 44.29 | 55.46 | 34.26 | 28.41 | 36.97 | 30.05 | 35.94 | 53.54 | 67.37 | 98.47 | 94.10 |
| Draw Down(%) | NA | 18.39 | 18.77 | 32.24 | 48.95 | NA | NA | … | … | 15.18 | 18.39 | 18.77 | 17.55 | 32.24 | 11.19 | 48.95 | 6.98 | 22.82 | 9.82 | 13.63 | 25.13 | 10.42 | 6.96 | 13.05 | 16.54 | 18.43 | 52.29 | 44.79 | 12.78 | 22.22 | 27.72 | 21.24 | 32.41 | 36.44 | 48.40 | 55.77 | 24.40 |
| 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 |
Data as of 06/05/2026, Common starting date is 11/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDY (Teledyne Micropac, Inc) |
-20.65%
Sep 2000 – Sep 2003 |
-1.30%
Aug 2005 – Aug 2010 |
3.18%
Sep 2000 – Sep 2010 |
7.84%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDY (Teledyne Micropac, Inc) |
45.19%
Oct 2016 – Oct 2019 |
36.95%
Apr 2016 – Apr 2021 |
26.27%
Feb 2009 – Feb 2019 |
21.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart