Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGI (Birks Group Inc.) | -31.11% | -27.06% | -51.25% | -29.38% | 3.26% | -4.52% | -10.82% | … | … |
Data as of 06/08/2026, Common starting date is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGI (Birks Group Inc.) | 11/15/2005 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.06 | -51.25 | -29.38 | 3.26 | -4.52 | -10.82 | … | … | -31.11 | -43.48 | -65.67 | -40.86 | 63.51 | 463.95 | -4.44 | -5.26 | -26.92 | 21.50 | 189.19 | -80.63 | 25.66 | 100.00 | -23.23 | -30.28 | 27.93 | 85.00 | -89.92 | -17.25 | 21.86 | -15.71 |
| Sharpe Ratio | NA | -0.45 | -0.81 | -0.42 | 0.01 | NA | NA | … | … | -0.90 | -0.60 | -1.36 | -0.71 | 1.76 | 3.04 | -0.03 | -0.10 | -0.35 | 0.30 | 0.97 | -0.89 | 0.30 | 1.12 | -0.35 | -0.35 | 0.23 | 0.52 | -0.75 | -0.64 | 0.89 | -3.93 |
| Standard Deviation(%) | NA | 74.01 | 67.32 | 74.54 | 107.11 | NA | NA | … | … | 69.05 | 78.34 | 53.58 | 63.70 | 35.46 | 152.79 | 161.25 | 66.49 | 80.76 | 69.31 | 194.84 | 90.49 | 86.38 | 89.56 | 67.41 | 86.41 | 119.74 | 164.44 | 120.66 | 31.63 | 20.88 | 19.79 |
| Draw Down(%) | NA | 54.55 | 89.42 | 93.95 | 93.95 | NA | NA | … | … | 43.93 | 67.20 | 67.58 | 68.85 | 15.82 | 67.33 | 62.58 | 27.97 | 49.70 | 51.67 | 68.92 | 80.93 | 47.43 | 47.60 | 43.61 | 43.56 | 49.75 | 69.70 | 94.05 | 35.29 | 11.68 | 15.71 |
| 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 |
Data as of 06/08/2026, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGI (Birks Group Inc.) |
-62.28%
Feb 2006 – Feb 2009 |
-35.26%
May 2007 – May 2012 |
-28.01%
Feb 2006 – Feb 2016 |
-12.05%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGI (Birks Group Inc.) |
166.32%
Apr 2020 – Apr 2023 |
56.51%
Feb 2016 – Feb 2021 |
26.83%
May 2013 – May 2023 |
18.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart