Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWIN (Twin Disc, Incorporated) | 19.90% | 174.12% | 22.56% | 8.13% | 7.22% | -2.33% | 2.03% | … | … |
Data as of 06/05/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWIN (Twin Disc, Incorporated) | 03/18/1980 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 19.36 | 174.12 | 22.56 | 8.13 | 7.22 | -2.33 | 2.03 | … | … | 19.90 | 44.37 | -26.42 | 66.71 | -11.31 | 39.62 | -28.77 | -25.29 | -44.49 | 81.99 | 38.78 | -45.30 | -22.23 | 50.74 | -51.17 | 22.75 | 192.00 | 56.51 | -80.05 | 101.05 | 60.78 | 79.40 | 38.45 | 61.08 | -7.03 | 2.22 | 26.31 | -42.42 | -37.02 | 51.45 | -4.95 | 25.52 | -7.05 | -1.27 | 12.06 | 2.92 | -26.74 | -13.43 | 28.57 | 42.37 | -19.73 | 8.89 | -20.59 | 38.21 | -6.82 | 0.76 | 0.77 |
| Sharpe Ratio | NA | 2.95 | 0.38 | 0.10 | 0.11 | NA | NA | … | … | 0.80 | 0.74 | -0.68 | 1.39 | -0.20 | 0.75 | -0.31 | -0.53 | -1.00 | 1.90 | 0.73 | -1.13 | -0.57 | 1.43 | -1.09 | 0.36 | 3.94 | 0.72 | -0.73 | 2.01 | 1.52 | 2.03 | 1.48 | 2.08 | -0.39 | -0.01 | 0.72 | -2.27 | -2.35 | 2.56 | -0.56 | 1.38 | -0.47 | -0.25 | 0.37 | -0.04 | -1.86 | -0.92 | 0.85 | 1.53 | -1.17 | 0.17 | -1.49 | 1.18 | -0.57 | -0.38 | -0.33 |
| Standard Deviation(%) | NA | 58.11 | 50.55 | 53.42 | 56.77 | NA | NA | … | … | 62.47 | 56.39 | 43.94 | 45.95 | 63.55 | 53.13 | 92.21 | 50.24 | 46.03 | 43.09 | 52.56 | 40.15 | 38.95 | 35.40 | 47.05 | 63.23 | 48.76 | 78.18 | 110.30 | 48.90 | 37.82 | 38.03 | 25.26 | 29.07 | 21.15 | 24.47 | 30.49 | 20.20 | 17.26 | 18.54 | 15.31 | 15.64 | 21.72 | 13.69 | 25.58 | 22.24 | 17.25 | 20.96 | 27.87 | 24.90 | 20.49 | 20.50 | 18.54 | 26.83 | 25.75 | 25.88 | 21.74 |
| Draw Down(%) | NA | 23.22 | 64.40 | 64.53 | 84.84 | NA | NA | … | … | 23.22 | 46.42 | 37.41 | 22.67 | 55.69 | 35.03 | 58.41 | 49.87 | 55.49 | 28.85 | 35.40 | 47.36 | 46.52 | 22.95 | 64.61 | 42.98 | 27.34 | 38.36 | 88.30 | 42.12 | 20.88 | 28.30 | 14.24 | 22.26 | 26.24 | 27.22 | 18.42 | 49.43 | 39.33 | 9.70 | 15.69 | 11.88 | 26.60 | 20.12 | 29.41 | 30.82 | 29.53 | 37.99 | 19.38 | 22.40 | 22.82 | 12.93 | 30.43 | 23.86 | 15.94 | 34.50 | 22.78 |
| Yield(%) | 0.00 | 2.18 | 1.31 | 0.63 | 0.43 | 0.44 | 1.05 | … | … | 0.49 | 1.38 | 1.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.34 | 1.40 | 1.88 | 1.01 | 1.09 | 2.52 | 3.69 | 0.82 | 1.35 | 1.62 | 2.80 | 3.69 | 5.54 | 4.83 | 4.92 | 5.90 | 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 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIN (Twin Disc, Incorporated) |
-39.74%
Nov 2017 – Nov 2020 |
-23.07%
Jul 2011 – Jul 2016 |
-12.21%
Oct 2010 – Oct 2020 |
-7.75%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIN (Twin Disc, Incorporated) |
90.90%
Feb 2009 – Feb 2012 |
66.86%
Dec 2002 – Dec 2007 |
32.51%
Nov 2001 – Nov 2011 |
18.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart