Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETD (Ethan Allen Interiors Inc.) | -3.05% | -14.97% | -2.55% | 0.05% | 2.06% | 5.88% | 1.59% | … | … |
Data as of 06/10/2026, Common starting date is 03/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETD (Ethan Allen Interiors Inc.) | 03/16/1993 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.89 | -14.97 | -2.55 | 0.05 | 2.06 | 5.88 | 1.59 | … | … | -3.05 | -13.21 | -5.95 | 28.70 | 7.47 | 44.17 | 11.29 | 18.89 | -35.80 | -20.54 | 35.37 | -8.48 | 3.50 | 19.47 | 11.91 | 19.94 | 50.72 | -3.60 | -47.71 | -19.18 | 0.81 | -6.95 | 4.24 | 22.87 | -16.91 | 24.62 | 4.97 | 17.76 | 6.56 | 100.64 | 89.14 | -15.98 | -22.40 | 56.25 |
| Sharpe Ratio | NA | -0.59 | -0.14 | -0.08 | -0.01 | NA | NA | … | … | -0.59 | -0.46 | -0.29 | 0.78 | 0.15 | 1.17 | 0.17 | 0.62 | -1.28 | -0.63 | 1.15 | -0.26 | 0.12 | 0.67 | 0.29 | 0.38 | 0.87 | -0.05 | -0.75 | -0.83 | -0.09 | -0.37 | 0.13 | 0.81 | -0.49 | 0.53 | 0.01 | 0.30 | 0.06 | 2.28 | 2.10 | -0.53 | -0.73 | 1.97 |
| Standard Deviation(%) | NA | 29.04 | 33.41 | 34.39 | 37.18 | NA | NA | … | … | 27.55 | 35.04 | 32.89 | 32.40 | 39.39 | 37.81 | 62.94 | 27.99 | 29.19 | 33.59 | 30.52 | 33.24 | 29.14 | 29.02 | 41.78 | 51.88 | 58.34 | 69.70 | 64.57 | 27.05 | 28.83 | 24.95 | 25.76 | 27.31 | 37.21 | 42.90 | 51.47 | 47.51 | 55.43 | 42.25 | 40.21 | 37.37 | 35.01 | 36.63 |
| Draw Down(%) | NA | 35.36 | 36.84 | 36.84 | 73.68 | NA | NA | … | … | 22.38 | 27.00 | 22.17 | 26.52 | 26.00 | 25.77 | 54.31 | 26.08 | 37.42 | 27.10 | 17.78 | 24.71 | 26.45 | 25.69 | 35.16 | 50.05 | 50.18 | 52.01 | 61.42 | 32.57 | 25.24 | 26.49 | 20.77 | 23.19 | 34.17 | 31.19 | 32.48 | 29.88 | 62.08 | 19.68 | 24.51 | 30.30 | 38.58 | 19.16 |
| Yield(%) | 0.00 | 6.69 | 6.74 | 6.27 | 4.80 | 6.48 | 2.91 | … | … | 3.41 | 6.50 | 6.10 | 7.20 | 6.61 | 13.72 | 3.39 | 9.96 | 3.73 | 2.04 | 2.41 | 1.69 | 1.40 | 1.04 | 3.41 | 1.08 | 1.24 | 2.98 | 3.24 | 2.27 | 1.98 | 1.60 | 8.45 | 0.81 | 0.45 | 0.41 | 0.42 | 0.34 | 0.24 | 0.17 | 0.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETD (Ethan Allen Interiors Inc.) |
-36.43%
Feb 2006 – Feb 2009 |
-23.15%
Feb 2004 – Feb 2009 |
-10.04%
Jun 1999 – Jun 2009 |
-4.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETD (Ethan Allen Interiors Inc.) |
79.07%
Mar 1995 – Mar 1998 |
41.18%
May 1993 – May 1998 |
20.45%
Jun 1995 – Jun 2005 |
13.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart