Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFA (Brown-Forman Corporation) | NA | -30.54% | -10.38% | -4.52% | -2.26% | 3.54% | 4.75% | … | … |
Data as of 09/10/2024, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFA (Brown-Forman Corporation) | 11/05/1984 | 09/10/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.54 | -10.38 | -4.52 | -2.26 | 3.54 | 4.75 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 1.31 | 1.73 | 1.57 | 1.43 | 3.20 | 4.02 | … | … |
Data as of 09/10/2024, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFA (Brown-Forman Corporation) |
-27.60%
Jan 1992 – Jan 1995 |
-15.89%
Sep 1989 – Sep 1994 |
-3.50%
Apr 1994 – Apr 2004 |
-1.30%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFA (Brown-Forman Corporation) |
40.81%
Nov 1987 – Nov 1990 |
28.77%
Nov 1987 – Nov 1992 |
12.54%
Oct 2004 – Oct 2014 |
10.18%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart