Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBYX (THE COOK & BYNUM FUND THE COOK & BYNUM FUND) | 9.09% | 13.16% | 7.98% | 7.90% | 4.75% | 5.59% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBYX (THE COOK & BYNUM FUND THE COOK & BYNUM FUND) | 07/08/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 13.16 | 7.98 | 7.90 | 4.75 | 5.59 | NA | … | … | 9.09 | 20.50 | -9.03 | 16.74 | 9.28 | 9.05 | -10.98 | 9.40 | -13.41 | 15.13 | 3.19 | -3.47 | 6.03 | 11.30 | 13.49 | 8.48 | 11.76 | 13.61 |
| Sharpe Ratio | NA | 0.87 | 0.35 | 0.35 | 0.22 | NA | NA | … | … | 1.28 | 1.31 | -0.75 | 1.05 | 0.46 | 0.68 | -0.47 | 0.78 | -1.79 | 2.75 | 0.41 | -0.42 | 0.99 | 1.65 | 1.82 | 0.60 | 1.22 | 3.44 |
| Standard Deviation(%) | NA | 11.75 | 14.58 | 14.71 | 14.07 | NA | NA | … | … | 14.19 | 13.54 | 16.85 | 12.55 | 17.25 | 13.31 | 23.83 | 10.13 | 8.30 | 5.29 | 7.27 | 8.40 | 6.07 | 6.82 | 7.45 | 14.06 | 9.58 | 8.66 |
| Draw Down(%) | NA | 8.95 | 15.09 | 17.10 | 34.19 | NA | NA | … | … | 8.95 | 7.90 | 14.69 | 11.73 | 17.10 | 11.34 | 28.34 | 7.57 | 17.88 | 1.69 | 4.15 | 10.42 | 3.87 | 5.67 | 5.59 | 8.40 | 10.29 | 4.20 |
| Yield(%) | 0.00 | 1.21 | 1.24 | 1.48 | 2.45 | 3.13 | 3.13 | … | … | 0.00 | 1.40 | 1.31 | 1.16 | 1.25 | 2.34 | 0.28 | 0.75 | 9.64 | 2.13 | 5.03 | 0.00 | 3.90 | 2.55 | 4.07 | 5.71 | 1.69 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBYX (THE COOK & BYNUM FUND THE COOK & BYNUM FUND) |
-9.37%
Oct 2017 – Oct 2020 |
-3.26%
Mar 2015 – Mar 2020 |
0.93%
Sep 2012 – Sep 2022 |
4.69%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBYX (THE COOK & BYNUM FUND THE COOK & BYNUM FUND) |
15.74%
Aug 2009 – Aug 2012 |
12.54%
Aug 2009 – Aug 2014 |
6.90%
Aug 2009 – Aug 2019 |
6.23%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart