Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIZZ (National Beverage Corp.) | 14.49% | -20.23% | -6.86% | -3.83% | 5.60% | 15.09% | 12.92% | … | … |
Data as of 06/05/2026, Common starting date is 09/13/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIZZ (National Beverage Corp.) | 09/13/1991 | 06/05/2026 |
| 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 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | -20.23 | -6.86 | -3.83 | 5.60 | 15.09 | 12.92 | … | … | 14.49 | -24.26 | -8.04 | 6.86 | 2.65 | 13.39 | 77.14 | -28.91 | -23.92 | 93.79 | 15.66 | 100.88 | 12.20 | 38.18 | 6.06 | 22.30 | 23.91 | 54.00 | 11.94 | -38.60 | 59.98 | 17.43 | 12.19 | 6.54 | 29.11 | 31.67 | 9.09 | -12.00 | -7.41 | 12.50 | 234.88 | -10.42 | 7.87 | 11.25 | -24.53 | -36.90 |
| Sharpe Ratio | NA | -0.85 | -0.38 | -0.20 | 0.11 | NA | NA | … | … | 1.44 | -1.03 | -0.51 | 0.10 | 0.03 | 0.22 | 1.64 | -0.66 | -0.71 | 2.49 | 0.38 | 2.83 | 0.31 | 1.36 | 0.20 | 0.72 | 0.83 | 1.20 | 0.15 | -0.88 | 1.15 | 0.48 | 0.29 | 0.34 | 0.99 | 1.10 | 0.13 | -0.46 | -0.49 | 0.21 | 5.13 | -0.14 | 0.07 | 0.18 | -0.36 | -1.12 |
| Standard Deviation(%) | NA | 26.79 | 26.93 | 29.87 | 39.13 | NA | NA | … | … | 23.98 | 26.78 | 28.92 | 26.61 | 36.87 | 60.62 | 46.63 | 46.01 | 35.75 | 37.61 | 40.33 | 35.63 | 39.43 | 28.14 | 30.81 | 30.81 | 28.87 | 44.92 | 75.12 | 47.50 | 49.59 | 31.57 | 38.93 | 16.98 | 28.42 | 27.17 | 39.70 | 32.78 | 21.69 | 43.15 | 44.48 | 98.58 | 68.73 | 50.21 | 74.36 | 73.40 |
| Draw Down(%) | NA | 33.61 | 40.08 | 43.05 | 69.59 | NA | NA | … | … | 12.72 | 33.21 | 19.57 | 19.24 | 33.09 | 53.38 | 27.07 | 52.57 | 40.70 | 25.93 | 32.06 | 17.82 | 21.91 | 13.18 | 21.45 | 10.41 | 14.95 | 24.71 | 31.12 | 56.97 | 33.86 | 23.29 | 26.60 | 10.45 | 34.75 | 20.00 | 32.05 | 21.33 | 22.28 | 29.70 | 24.05 | 34.48 | 42.11 | 34.07 | 46.87 | 45.35 |
| Yield(%) | 0.00 | 0.00 | 2.24 | 2.47 | 3.28 | 10.18 | 10.97 | … | … | 0.00 | 0.00 | 6.12 | 0.00 | 0.00 | 3.54 | 12.35 | 0.00 | 2.95 | 2.95 | 3.55 | 0.00 | 0.00 | 0.00 | 15.81 | 0.00 | 28.72 | 0.00 | 0.00 | 7.01 | 12.18 | 0.00 | 12.28 | 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 06/05/2026, Common starting date is 09/13/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIZZ (National Beverage Corp.) |
-19.10%
Mar 2017 – Mar 2020 |
-12.54%
Jan 2021 – Jan 2026 |
5.78%
Jun 1998 – Jun 2008 |
10.27%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIZZ (National Beverage Corp.) |
88.04%
Sep 2014 – Sep 2017 |
58.46%
Sep 2012 – Sep 2017 |
37.88%
Jan 2008 – Jan 2018 |
27.45%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart