Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) | -14.32% | -17.82% | -6.92% | 4.96% | 4.24% | 4.58% | 5.55% | 5.46% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) | 01/25/2005 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/25/2005.
AR inception is since 01/25/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.21 | -17.82 | -6.92 | 4.96 | 4.24 | 4.58 | 5.55 | 5.46 | -14.32 | -0.90 | 6.50 | -26.75 | 26.90 | 15.36 | 22.27 | -2.02 | 14.09 | 17.28 | 1.16 | 2.44 | 3.40 | 7.92 | -3.22 | 29.08 | 31.50 | -33.85 | 5.04 | 19.24 | 18.43 |
| Sharpe Ratio | NA | -0.80 | -0.47 | 0.14 | 0.11 | NA | NA | 0.18 | -1.30 | -0.31 | 0.11 | -0.98 | 1.27 | 0.37 | 1.27 | -0.19 | 1.08 | 0.97 | 0.07 | 0.16 | 0.16 | 0.52 | -0.12 | 1.47 | 1.05 | -0.93 | 0.12 | 1.14 | 1.33 |
| Standard Deviation(%) | NA | 28.28 | 25.03 | 25.13 | 23.44 | NA | NA | 22.89 | 32.26 | 24.11 | 19.76 | 28.79 | 21.10 | 41.04 | 16.37 | 17.71 | 12.56 | 17.67 | 16.09 | 15.30 | 21.29 | 15.27 | 28.19 | 19.73 | 29.90 | 37.11 | 17.58 | 14.07 | 13.21 |
| Draw Down(%) | NA | 35.64 | 35.64 | 42.84 | 42.84 | NA | NA | 54.38 | 28.00 | 17.14 | 16.12 | 29.78 | 8.67 | 42.64 | 11.10 | 22.22 | 7.17 | 15.64 | 13.28 | 16.12 | 15.13 | 13.08 | 25.05 | 17.27 | 27.46 | 45.78 | 10.88 | 12.39 | 8.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 4.54 | 4.86 | 5.63 | 5.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 5.85 | 12.02 | 12.30 | 5.61 | 12.51 | 16.96 | 4.12 | 0.43 | 1.40 | 0.21 | 0.00 | 0.14 | 3.56 | 5.97 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) |
-13.46%
Feb 2006 - Feb 2009 |
-0.31%
Feb 2011 - Feb 2016 |
3.01%
Jan 2006 - Jan 2016 |
4.51%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVFAX (PARADIGM VALUE FUND PARADIGM VALUE FUND) |
29.01%
Feb 2009 - Feb 2012 |
19.07%
Jun 2016 - Jun 2021 |
13.01%
Feb 2009 - Feb 2019 |
10.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart