Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KE (Kimball Electronics) | -8.66% | 33.39% | -2.33% | 3.04% | 7.74% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KE (Kimball Electronics) | 11/03/2014 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 33.39 | -2.33 | 3.04 | 7.74 | NA | NA | … | … | -8.66 | 55.95 | -30.17 | 19.30 | 3.81 | 36.09 | -8.89 | 13.30 | -15.12 | 0.27 | 65.61 | -8.57 | 66.48 |
| Sharpe Ratio | NA | 0.65 | -0.11 | 0.02 | 0.17 | NA | NA | … | … | -0.29 | 1.15 | -1.00 | 0.44 | 0.07 | 0.84 | -0.16 | -0.30 | -1.26 | -0.70 | 1.03 | -0.64 | 31.80 |
| Standard Deviation(%) | NA | 50.41 | 44.02 | 41.09 | 39.80 | NA | NA | … | … | 60.21 | 46.91 | 37.14 | 34.66 | 36.77 | 43.18 | 57.10 | 33.22 | 29.18 | 27.19 | 30.47 | 42.06 | 73.92 |
| Draw Down(%) | NA | 31.69 | 58.50 | 58.50 | 58.50 | NA | NA | … | … | 27.88 | 33.83 | 36.40 | 26.67 | 27.33 | 33.07 | 43.04 | 25.43 | 27.52 | 17.79 | 14.74 | 36.71 | 12.27 |
| 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 |
Data as of 06/16/2026, Common starting date is 11/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KE (Kimball Electronics) |
-18.87%
Sep 2017 – Sep 2020 |
-5.04%
Mar 2015 – Mar 2020 |
1.15%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KE (Kimball Electronics) |
33.30%
Sep 2020 – Sep 2023 |
20.90%
Sep 2020 – Sep 2025 |
11.65%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart