Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBSS (John B. Sanfilippo & Son, Inc.) | 12.48% | 25.94% | -12.30% | -0.14% | 9.84% | 21.13% | 12.69% | … | … |
Data as of 06/10/2026, Common starting date is 12/04/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBSS (John B. Sanfilippo & Son, Inc.) | 12/04/1991 | 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 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.93 | 25.94 | -12.30 | -0.14 | 9.84 | 21.13 | 12.69 | … | … | 12.48 | -16.64 | -13.55 | 29.38 | -6.84 | 20.52 | -10.78 | 73.32 | -9.02 | -6.75 | 42.91 | 22.77 | 91.22 | 44.24 | 154.52 | -39.39 | -20.26 | 189.42 | -35.99 | -31.32 | -5.18 | -49.84 | -49.49 | 406.85 | 89.29 | 33.00 | 0.00 | -5.88 | -46.03 | 57.50 | -45.95 | 68.18 | -62.07 | -14.71 | 30.77 | 8.33 |
| Sharpe Ratio | NA | 0.89 | -0.52 | -0.13 | 0.25 | NA | NA | … | … | 0.75 | -0.60 | -0.67 | 0.94 | -0.32 | 1.00 | -0.30 | 2.70 | -0.35 | -0.29 | 0.97 | 0.61 | 3.30 | 1.51 | 3.25 | -0.91 | -0.58 | 3.21 | -0.59 | -0.81 | -0.22 | -1.17 | -0.86 | 6.92 | 2.56 | 0.43 | -0.05 | -0.14 | -0.52 | 0.98 | -0.65 | 1.01 | -0.97 | -0.39 | 0.57 | 5.60 |
| Standard Deviation(%) | NA | 30.04 | 28.47 | 26.86 | 29.38 | NA | NA | … | … | 25.73 | 32.66 | 25.69 | 27.66 | 25.96 | 20.58 | 37.02 | 26.62 | 29.89 | 25.96 | 44.13 | 37.05 | 27.60 | 29.37 | 48.09 | 43.11 | 35.34 | 58.93 | 62.04 | 42.60 | 38.50 | 44.35 | 58.77 | 58.68 | 34.38 | 72.26 | 79.43 | 64.69 | 95.28 | 54.85 | 75.48 | 63.31 | 67.14 | 43.04 | 49.25 | 36.40 |
| Draw Down(%) | NA | 12.86 | 51.74 | 51.74 | 51.74 | NA | NA | … | … | 10.89 | 34.55 | 22.39 | 27.01 | 25.44 | 13.24 | 24.36 | 12.24 | 29.55 | 22.24 | 42.35 | 22.77 | 13.25 | 11.29 | 34.37 | 47.83 | 32.28 | 29.06 | 62.65 | 51.53 | 40.21 | 52.01 | 71.58 | 35.57 | 20.39 | 38.64 | 40.51 | 32.35 | 60.29 | 16.18 | 51.28 | 27.03 | 68.33 | 22.14 | 26.03 | 4.17 |
| Yield(%) | 0.00 | 5.24 | 1.72 | 2.80 | 7.11 | 32.26 | 14.89 | … | … | 2.15 | 2.18 | 2.14 | 2.83 | 2.76 | 5.98 | 3.20 | 9.09 | 4.01 | 3.55 | 9.46 | 4.87 | 6.24 | 7.91 | 13.02 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/04/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSS (John B. Sanfilippo & Son, Inc.) |
-37.84%
Dec 2003 – Dec 2006 |
-36.21%
Dec 2003 – Dec 2008 |
-10.75%
Feb 1992 – Feb 2002 |
-6.46%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSS (John B. Sanfilippo & Son, Inc.) |
133.68%
Dec 2000 – Dec 2003 |
65.23%
Dec 2011 – Dec 2016 |
34.57%
Dec 2011 – Dec 2021 |
26.41%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart