Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGO (Winnebago Industries, Inc.) | -27.62% | -10.69% | -21.79% | -13.92% | 4.58% | 8.26% | 1.48% | … | … |
Data as of 06/09/2026, Common starting date is 02/21/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGO (Winnebago Industries, Inc.) | 02/21/1973 | 06/09/2026 |
| 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -10.69 | -21.79 | -13.92 | 4.58 | 8.26 | 1.48 | … | … | -27.62 | -11.86 | -33.08 | 40.87 | -28.69 | 25.96 | 14.17 | 121.85 | -56.03 | 77.79 | 61.99 | -6.53 | -20.10 | 60.25 | 132.11 | -51.45 | 24.59 | 102.32 | -70.61 | -35.04 | 0.10 | -13.95 | 14.48 | 76.34 | 6.66 | 111.97 | -11.13 | 32.64 | 70.42 | 22.41 | -6.45 | -19.48 | -2.53 | 17.91 | 116.13 | 72.22 | -55.00 | -45.95 | 12.12 | -28.26 | -8.00 | -19.35 | 16.98 | 0.00 | 253.33 | 36.36 | 29.41 | -29.17 | -7.69 | -50.00 | 23.81 | 61.54 | 4.00 | -83.55 |
| Sharpe Ratio | NA | -0.30 | -0.52 | -0.41 | 0.05 | NA | NA | … | … | -1.53 | -0.26 | -1.02 | 1.07 | -0.59 | 0.64 | 0.17 | 3.01 | -1.14 | 2.07 | 1.57 | -0.17 | -0.64 | 1.47 | 2.99 | -0.88 | 0.42 | 1.25 | -0.79 | -0.96 | -0.11 | -0.48 | 0.33 | 1.66 | 0.11 | 2.08 | -0.36 | 0.58 | 1.44 | 0.46 | -0.28 | -0.82 | -0.12 | 0.30 | 2.04 | 1.04 | -1.12 | -1.41 | 0.24 | -0.61 | -0.27 | -0.50 | 0.20 | -0.12 | 3.80 | 0.36 | 0.25 | -0.56 | -0.21 | -1.07 | 0.36 | 0.79 | -0.02 | -0.91 |
| Standard Deviation(%) | NA | 50.24 | 43.78 | 44.01 | 48.88 | NA | NA | … | … | 38.94 | 56.31 | 35.93 | 35.09 | 51.09 | 40.65 | 81.33 | 40.04 | 50.42 | 37.52 | 39.24 | 38.19 | 31.39 | 40.88 | 44.71 | 58.35 | 57.81 | 82.01 | 90.17 | 39.71 | 31.65 | 33.90 | 40.34 | 45.49 | 49.79 | 53.93 | 42.48 | 50.09 | 46.57 | 40.59 | 35.46 | 28.66 | 46.90 | 52.45 | 55.14 | 65.11 | 53.69 | 36.69 | 30.47 | 53.30 | 45.72 | 49.77 | 48.47 | 51.26 | 64.15 | 71.34 | 82.33 | 65.46 | 62.15 | 50.08 | 55.55 | 72.02 | 72.77 | 101.99 |
| Draw Down(%) | NA | 43.84 | 60.53 | 61.01 | 67.12 | NA | NA | … | … | 43.84 | 41.66 | 36.89 | 19.92 | 42.51 | 28.32 | 67.12 | 23.60 | 64.71 | 29.02 | 16.47 | 25.25 | 29.00 | 22.65 | 21.01 | 63.06 | 51.45 | 55.93 | 79.86 | 41.43 | 19.99 | 31.83 | 30.26 | 40.51 | 34.89 | 38.54 | 49.78 | 43.08 | 39.50 | 23.84 | 31.71 | 28.92 | 42.73 | 35.21 | 27.66 | 52.00 | 60.87 | 50.00 | 23.33 | 54.76 | 56.10 | 56.97 | 44.25 | 47.09 | 28.24 | 51.02 | 44.44 | 54.84 | 56.36 | 50.94 | 44.44 | 44.23 | 60.00 | 84.31 |
| Yield(%) | 0.00 | 4.15 | 1.99 | 1.63 | 3.53 | 5.27 | 1.72 | … | … | 1.71 | 2.85 | 1.74 | 2.13 | 1.07 | 0.88 | 0.85 | 1.76 | 0.72 | 1.22 | 2.08 | 2.10 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.75 | 1.35 | 1.16 | 0.84 | 0.71 | 0.73 | 0.54 | 1.17 | 1.02 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGO (Winnebago Industries, Inc.) |
-48.96%
Feb 2006 – Feb 2009 |
-33.49%
Feb 2004 – Feb 2009 |
-9.61%
Sep 1983 – Sep 1993 |
-5.49%
Dec 1975 – Dec 1990 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGO (Winnebago Industries, Inc.) |
115.87%
Jul 1980 – Jul 1983 |
51.57%
Jan 1980 – Jan 1985 |
28.63%
Nov 2011 – Nov 2021 |
25.76%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart