Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRBR (BellRing Brands, Inc.) | -66.67% | -85.10% | -37.16% | -20.68% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRBR (BellRing Brands, Inc.) | 10/18/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.53 | -85.10 | -37.16 | -20.68 | NA | NA | NA | … | … | -66.67 | -59.97 | 37.18 | 116.19 | -10.13 | 17.36 | 14.19 | 30.21 |
| Sharpe Ratio | NA | -1.08 | -0.76 | -0.47 | NA | NA | NA | … | … | -0.98 | -1.05 | 1.16 | 4.43 | -0.24 | 0.46 | 0.27 | 7.41 |
| Standard Deviation(%) | NA | 81.76 | 54.35 | 49.89 | NA | NA | NA | … | … | 97.23 | 60.23 | 26.53 | 25.54 | 47.57 | 37.51 | 51.83 | 37.42 |
| Draw Down(%) | NA | 86.69 | 89.47 | 89.47 | NA | NA | NA | … | … | 70.24 | 67.73 | 20.33 | 8.68 | 28.50 | 36.67 | 38.29 | 10.62 |
| 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 |
Data as of 06/11/2026, Common starting date is 10/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRBR (BellRing Brands, Inc.) |
-38.88%
May 2023 – May 2026 |
-21.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRBR (BellRing Brands, Inc.) |
53.91%
Nov 2021 – Nov 2024 |
34.49%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart