Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBIN (Fortune Brands Innovations, Inc.) | -18.20% | -21.78% | -14.00% | -12.31% | -0.48% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBIN (Fortune Brands Innovations, Inc.) | 09/16/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.07 | -21.78 | -14.00 | -12.31 | -0.48 | NA | NA | … | … | -18.20 | -25.41 | -9.12 | 35.25 | -36.48 | 26.02 | 32.92 | 74.48 | -43.78 | 29.30 | -2.76 | 23.81 | 0.00 | 57.38 | 71.58 | 34.10 |
| Sharpe Ratio | NA | -0.57 | -0.44 | -0.44 | -0.08 | NA | NA | … | … | -0.83 | -0.72 | -0.42 | 1.06 | -0.91 | 0.99 | 0.56 | 2.90 | -1.56 | 2.02 | -0.13 | 0.92 | 0.00 | 1.94 | 2.08 | 3.64 |
| Standard Deviation(%) | NA | 43.21 | 37.38 | 36.52 | 35.12 | NA | NA | … | … | 53.71 | 39.31 | 30.37 | 30.20 | 41.76 | 26.30 | 57.61 | 25.22 | 28.95 | 14.26 | 23.53 | 25.77 | 25.57 | 29.56 | 34.71 | 48.14 |
| Draw Down(%) | NA | 47.93 | 61.90 | 61.90 | 62.42 | NA | NA | … | … | 47.93 | 39.81 | 25.77 | 26.91 | 49.61 | 19.73 | 52.10 | 14.33 | 50.20 | 7.74 | 18.43 | 11.77 | 22.75 | 15.31 | 16.18 | 11.47 |
| Yield(%) | 0.00 | 1.93 | 1.47 | 1.02 | 1.55 | 5.39 | 4.04 | … | … | 1.02 | 1.48 | 1.27 | 1.59 | 1.07 | 1.23 | 1.46 | 1.95 | 0.99 | 1.14 | 1.00 | 1.07 | 0.90 | 0.83 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIN (Fortune Brands Innovations, Inc.) |
-13.08%
Apr 2023 – Apr 2026 |
-13.73%
May 2021 – May 2026 |
-1.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIN (Fortune Brands Innovations, Inc.) |
44.49%
Oct 2011 – Oct 2014 |
31.18%
Oct 2011 – Oct 2016 |
22.58%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart