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
^DJT (Dow Jones Transportation Index) 24.07% 46.61% 13.48% 7.76% 10.99% 10.00% 8.01% … …
Data as of 06/17/2026, Common starting date is 10/01/1928
More Performance Analytics Comparison
Name Start Date End Date
^DJT (Dow Jones Transportation Index) 10/01/1928 06/17/2026
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 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928
Annualized Return (%) -1.32 46.61 13.48 7.76 10.99 10.00 8.01 … … 24.07 11.02 0.83 18.72 -18.73 31.75 14.73 19.26 -13.59 17.34 20.45 -17.85 23.50 39.46 5.72 -1.70 24.57 15.90 -22.61 0.23 8.68 10.48 26.30 30.18 -12.50 -10.41 -1.03 -5.47 -3.29 44.37 13.87 36.15 -17.44 21.60 6.72 49.19 -22.72 21.44 29.51 -7.22 13.97 26.89 -6.76 33.50 17.90 -4.47 57.73 22.19 -4.89 -8.37 37.29 20.36 -26.89 -13.64 -6.79 42.09 -2.73 -35.07 16.45 14.91 -17.99 20.52 15.01 26.59 -1.95 9.93 -15.06 -2.28 62.59 -36.72 -6.16 12.05 55.12 -15.49 36.19 5.23 46.46 -0.21 0.72 2.64 -18.58 30.02 44.05 22.53 7.75 -9.63 -11.57 -5.33 14.36 -45.07 32.49 11.09 -9.85 55.10 -22.51 -65.18 -33.26 -4.25 6.42
Sharpe Ratio NA 0.23 0.08 0.04 0.10 NA NA … … 0.25 0.33 -0.03 0.54 -0.69 1.52 0.36 0.96 -0.72 1.23 1.09 -0.97 1.47 2.50 0.34 -0.06 1.02 0.40 -0.54 -0.13 0.28 0.47 1.54 1.45 -0.44 -0.42 -0.18 -0.39 -0.26 -0.61 0.70 2.21 -1.50 1.34 0.26 2.29 -1.37 0.80 1.43 -0.36 0.63 1.52 -0.70 1.63 0.48 -0.86 2.48 1.14 -0.63 -1.13 2.67 1.06 -1.40 -0.92 -0.84 2.53 -0.37 -3.91 1.52 1.11 -1.49 1.84 1.50 2.36 -0.29 0.78 -1.46 -0.19 4.12 -1.90 -0.46 0.77 4.45 -1.11 2.81 0.33 2.36 -0.01 0.04 0.15 -0.75 1.63 3.08 1.23 0.51 -0.55 -0.50 -0.17 0.37 -1.40 1.56 0.44 -0.33 1.11 -0.33 -1.42 -1.89 -0.18 2.61
Standard Deviation(%) NA 210.61 167.73 131.15 94.22 NA NA … … 315.39 25.23 199.42 27.04 29.10 20.82 39.84 18.71 20.74 13.62 18.46 18.47 16.01 15.76 17.01 28.88 24.05 39.17 43.49 21.12 19.58 17.58 16.50 20.31 31.06 30.87 27.48 22.16 25.46 17.72 14.66 14.59 13.55 14.47 16.83 19.73 20.40 19.57 17.29 31.27 15.51 14.31 19.06 16.77 21.67 16.75 19.90 13.20 15.62 10.68 12.59 15.30 23.04 20.11 11.52 15.37 19.45 10.21 9.63 10.83 14.34 9.68 8.32 10.40 13.45 10.75 11.67 11.78 15.27 19.32 13.55 15.58 12.45 14.17 13.08 16.04 20.26 17.92 20.06 18.36 25.16 19.02 14.58 18.67 15.31 17.82 23.61 32.13 39.73 32.61 21.06 25.49 30.52 52.21 69.92 46.32 17.81 23.46 11.21
Draw Down(%) NA 79.52 79.52 79.52 79.52 NA NA … … 79.52 25.00 75.77 18.80 28.23 12.18 40.70 12.29 25.35 8.45 12.53 19.77 11.05 8.53 9.71 28.11 18.72 42.25 45.58 19.83 17.15 12.73 10.70 19.80 34.00 35.34 24.05 25.77 36.38 10.80 14.39 6.66 26.33 11.75 17.94 9.87 32.23 25.80 13.28 39.97 14.65 10.11 27.52 11.21 23.19 25.01 23.58 16.68 22.20 19.07 11.86 14.21 37.80 33.38 23.02 16.07 36.34 39.61 9.67 17.04 32.16 13.28 9.51 6.42 23.34 11.48 23.10 15.50 9.44 39.32 16.99 11.36 6.86 19.29 7.35 19.64 9.98 24.42 20.08 22.83 34.58 18.36 8.98 17.34 19.65 21.47 32.23 27.96 41.23 55.15 17.50 26.70 37.34 39.93 67.97 71.84 41.73 32.28 5.48
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 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 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 06/17/2026, Common starting date is 10/01/1928
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
^DJT (Dow Jones Transportation Index) -56.31%
Jun 1929 – Jun 1932 		-29.29%
Mar 1930 – Mar 1935 		-17.95%
Aug 1929 – Aug 1939 		-9.95%
Nov 1928 – Nov 1943
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
^DJT (Dow Jones Transportation Index) 35.54%
Jun 1942 – Jun 1945 		31.78%
May 1932 – May 1937 		18.94%
Aug 1979 – Aug 1989 		17.54%
Sep 1974 – Sep 1989
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return