Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRVN (Driven Brands Holdings Inc.) | -10.86% | -27.54% | -21.10% | -14.54% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRVN (Driven Brands Holdings Inc.) | 01/20/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | -27.54 | -21.10 | -14.54 | NA | NA | NA | … | … | -10.86 | -8.18 | 13.18 | -47.78 | -18.77 | 13.97 |
| Sharpe Ratio | NA | -0.55 | -0.44 | -0.37 | NA | NA | NA | … | … | -0.41 | -0.32 | 0.16 | -0.85 | -0.50 | 0.38 |
| Standard Deviation(%) | NA | 52.37 | 53.84 | 47.43 | NA | NA | NA | … | … | 70.46 | 34.67 | 43.99 | 61.50 | 40.08 | 38.96 |
| Draw Down(%) | NA | 46.38 | 62.67 | 70.08 | NA | NA | NA | … | … | 39.73 | 29.57 | 32.43 | 64.99 | 25.07 | 33.94 |
| 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 |
Data as of 06/09/2026, Common starting date is 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRVN (Driven Brands Holdings Inc.) |
-27.07%
May 2021 – May 2024 |
-17.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRVN (Driven Brands Holdings Inc.) |
-13.28%
Mar 2022 – Mar 2025 |
-13.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart