Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TCSGQ (The Container Store Group, Inc.) NA -99.42% -90.17% -70.13% -52.93% NA NA
Data as of 01/28/2025, Common starting date is 11/01/2013
More Performance Analytics Comparison
Name Start Date End Date
TCSGQ (The Container Store Group, Inc.) 11/01/2013 01/28/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.42 -90.17 -70.13 -52.93 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 1.00 0.11 0.04 0.03
Data as of 01/28/2025, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCSGQ (The Container Store Group, Inc.) -88.14%
Dec 2021 – Dec 2024
-66.49%
Dec 2019 – Dec 2024
-50.23%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCSGQ (The Container Store Group, Inc.) 48.46%
Mar 2018 – Mar 2021
27.54%
Jan 2016 – Jan 2021
-25.55%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return