Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSM (Williams-Sonoma, Inc.) | 20.22% | 37.99% | 52.88% | 22.88% | 26.33% | 20.42% | 15.81% | … | … |
Data as of 06/09/2026, Common starting date is 07/07/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSM (Williams-Sonoma, Inc.) | 07/07/1983 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.58 | 37.99 | 52.88 | 22.88 | 26.33 | 20.42 | 15.81 | … | … | 20.22 | -2.09 | 86.56 | 80.24 | -30.49 | 68.60 | 42.38 | 50.07 | 0.61 | 10.20 | -14.82 | -21.43 | 32.59 | 36.11 | 16.39 | 9.78 | 75.33 | 175.32 | -68.83 | -16.49 | -26.53 | 23.14 | 0.78 | 28.07 | 26.57 | 114.50 | -56.52 | 14.11 | 92.54 | 15.12 | 96.62 | -38.46 | -27.12 | 217.31 | -22.39 | -16.25 | -28.57 | 116.77 | 7.64 | -1.37 | -3.95 | 80.95 | -23.64 | -56.35 |
| Sharpe Ratio | NA | 0.86 | 1.18 | 0.44 | 0.54 | NA | NA | … | … | 1.04 | -0.12 | 1.68 | 2.12 | -0.59 | 1.57 | 0.63 | 1.54 | -0.02 | 0.30 | -0.45 | -0.94 | 1.23 | 1.53 | 0.52 | 0.25 | 1.81 | 2.69 | -0.82 | -0.55 | -1.04 | 0.92 | -0.01 | 0.73 | 0.45 | 1.66 | -0.63 | 0.21 | 1.72 | 0.22 | 1.37 | -0.78 | -0.42 | 4.41 | -0.41 | -0.38 | -0.60 | 3.03 | 0.07 | -0.13 | -0.17 | 2.05 | -0.53 | -0.98 |
| Standard Deviation(%) | NA | 33.55 | 43.14 | 44.17 | 43.89 | NA | NA | … | … | 36.27 | 41.60 | 49.50 | 36.59 | 53.91 | 43.55 | 66.41 | 31.65 | 37.19 | 32.47 | 33.55 | 22.85 | 26.42 | 23.51 | 31.45 | 38.66 | 41.68 | 65.04 | 85.17 | 35.61 | 28.87 | 22.64 | 28.79 | 37.65 | 56.12 | 69.19 | 96.53 | 52.31 | 51.65 | 52.15 | 67.15 | 54.14 | 72.03 | 48.41 | 60.66 | 53.15 | 56.78 | 36.63 | 36.83 | 44.52 | 49.60 | 36.86 | 57.95 | 90.05 |
| Draw Down(%) | NA | 23.27 | 36.79 | 51.92 | 59.71 | NA | NA | … | … | 23.27 | 36.79 | 20.88 | 21.99 | 37.00 | 26.66 | 59.71 | 14.41 | 37.08 | 21.68 | 23.79 | 33.90 | 15.85 | 14.97 | 17.25 | 36.04 | 23.62 | 27.82 | 82.65 | 28.32 | 36.29 | 18.65 | 18.86 | 27.92 | 39.15 | 44.34 | 64.81 | 36.43 | 51.88 | 30.99 | 37.82 | 47.40 | 40.96 | 26.32 | 51.37 | 54.39 | 66.67 | 15.38 | 17.78 | 47.27 | 37.04 | 8.57 | 39.66 | 60.14 |
| Yield(%) | 0.00 | 1.75 | 2.37 | 1.79 | 4.58 | 5.35 | 4.49 | … | … | 0.76 | 1.36 | 1.56 | 3.05 | 1.81 | 2.35 | 2.71 | 3.73 | 3.19 | 3.11 | 2.54 | 1.84 | 2.21 | 2.53 | 2.38 | 1.83 | 2.64 | 5.78 | 1.91 | 1.42 | 0.69 | 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 07/07/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSM (Williams-Sonoma, Inc.) |
-44.65%
Nov 2005 – Nov 2008 |
-27.22%
Nov 2003 – Nov 2008 |
-8.54%
Dec 1998 – Dec 2008 |
-1.48%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSM (Williams-Sonoma, Inc.) |
79.97%
Nov 2008 – Nov 2011 |
57.03%
Nov 2008 – Nov 2013 |
26.97%
Feb 1996 – Feb 2006 |
28.92%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart