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
BIGGQ (Big Lots, Inc.) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 06/02/2025, Common starting date is 06/20/1985
More Performance Analytics Comparison
Name Start Date End Date
BIGGQ (Big Lots, Inc.) 06/20/1985 06/02/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00
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(%) 0.00 1.68 1.93 1.88 1.78 3.57
Data as of 06/02/2025, Common starting date is 06/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIGGQ (Big Lots, Inc.) -100.00%
May 2022 – May 2025
-100.00%
May 2020 – May 2025
-100.00%
May 2015 – May 2025
-100.00%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIGGQ (Big Lots, Inc.) 100.49%
Jan 1990 – Jan 1993
54.16%
Jan 1990 – Jan 1995
37.05%
Nov 1987 – Nov 1997
15.14%
Jan 1990 – Jan 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return