Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNFI (United Natural Foods, Inc.) | 50.25% | 117.12% | 33.95% | 7.83% | 1.79% | 1.56% | 2.26% | … | … |
Data as of 06/10/2026, Common starting date is 11/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNFI (United Natural Foods, Inc.) | 11/01/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 117.12 | 33.95 | 7.83 | 1.79 | 1.56 | 2.26 | … | … | 50.25 | 22.34 | 65.80 | -58.07 | -21.13 | 207.33 | 82.31 | -17.28 | -78.51 | 3.25 | 21.24 | -49.10 | 2.57 | 40.68 | 33.94 | 9.08 | 37.17 | 50.06 | -43.82 | -11.69 | 36.06 | -15.11 | 73.21 | 41.66 | 1.40 | 41.84 | 46.87 | -50.26 | -7.21 | 52.94 | 25.93 |
| Sharpe Ratio | NA | 2.10 | 0.44 | 0.09 | 0.03 | NA | NA | … | … | 5.59 | 0.38 | 1.00 | -1.00 | -0.51 | 3.30 | 0.79 | -0.51 | -1.97 | -0.51 | -0.29 | -1.73 | -0.68 | 0.86 | 0.59 | -0.29 | 0.65 | 0.74 | -1.10 | -1.01 | 0.50 | -1.02 | 1.35 | 0.63 | -0.38 | 0.37 | -0.38 | -0.33 | 0.50 | 0.11 | 8.14 |
| Standard Deviation(%) | NA | 47.65 | 55.26 | 53.77 | 61.57 | NA | NA | … | … | 39.12 | 51.94 | 59.95 | 62.66 | 44.02 | 62.91 | 103.23 | 78.94 | 50.88 | 31.18 | 44.14 | 39.01 | 23.58 | 25.85 | 26.19 | 33.12 | 28.74 | 42.52 | 57.25 | 33.63 | 27.60 | 35.46 | 39.71 | 35.33 | 48.05 | 56.28 | 56.73 | 77.07 | 52.45 | 56.58 | 42.45 |
| Draw Down(%) | NA | 27.00 | 68.01 | 84.14 | 89.66 | NA | NA | … | … | 11.69 | 38.03 | 48.33 | 70.09 | 31.66 | 23.96 | 42.54 | 57.46 | 80.49 | 33.20 | 24.56 | 55.81 | 22.83 | 15.34 | 15.76 | 28.27 | 14.03 | 32.32 | 50.25 | 31.93 | 18.92 | 29.13 | 34.78 | 18.86 | 40.12 | 41.67 | 37.69 | 76.16 | 41.98 | 25.70 | 5.00 |
| Yield(%) | 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 | 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 11/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNFI (United Natural Foods, Inc.) |
-46.83%
Feb 2017 – Feb 2020 |
-39.98%
Feb 2015 – Feb 2020 |
-18.50%
Apr 2014 – Apr 2024 |
-9.95%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNFI (United Natural Foods, Inc.) |
84.64%
Feb 2020 – Feb 2023 |
46.37%
Nov 1999 – Nov 2004 |
20.88%
Feb 2001 – Feb 2011 |
21.23%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart