Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAP (Advance Auto Parts, Inc.) | 43.69% | 10.28% | -3.30% | -20.02% | -8.17% | 0.65% | 2.94% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAP (Advance Auto Parts, Inc.) | 11/29/2001 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.63 | 10.28 | -3.30 | -20.02 | -8.17 | 0.65 | 2.94 | … | … | 43.69 | -15.01 | -21.10 | -57.62 | -36.50 | 54.68 | -0.89 | 1.87 | 58.22 | -40.93 | 12.54 | -5.36 | 44.17 | 53.40 | 4.24 | 5.66 | 64.14 | 21.02 | -10.82 | 7.51 | -17.64 | 123.87 | 7.34 | 66.44 | -1.69 | 19.28 |
| Sharpe Ratio | NA | 0.46 | -0.33 | -0.40 | -0.21 | NA | NA | … | … | 3.44 | -0.25 | -0.53 | -1.07 | -1.00 | 2.11 | -0.02 | 0.01 | 1.79 | -1.03 | 0.47 | -0.17 | 1.87 | 2.19 | 0.13 | 0.21 | 2.82 | 0.59 | -0.21 | 0.16 | -0.69 | 2.54 | 0.23 | 2.31 | -0.07 | 13.19 |
| Standard Deviation(%) | NA | 53.54 | 62.06 | 52.24 | 44.74 | NA | NA | … | … | 55.01 | 72.06 | 46.65 | 57.45 | 38.12 | 25.84 | 47.23 | 26.61 | 31.86 | 40.41 | 26.49 | 31.34 | 23.60 | 24.39 | 33.26 | 27.32 | 22.68 | 35.43 | 55.41 | 27.98 | 30.78 | 47.93 | 27.34 | 28.45 | 38.90 | 55.22 |
| Draw Down(%) | NA | 41.44 | 72.11 | 86.41 | 86.41 | NA | NA | … | … | 21.11 | 40.61 | 58.13 | 68.59 | 40.24 | 16.27 | 53.02 | 25.62 | 19.35 | 54.52 | 20.09 | 26.33 | 10.29 | 9.18 | 28.93 | 30.58 | 6.72 | 22.34 | 45.73 | 28.17 | 35.47 | 20.13 | 27.80 | 24.56 | 30.55 | 7.35 |
| Yield(%) | 0.00 | 1.93 | 1.52 | 1.40 | 1.04 | 1.91 | 2.41 | … | … | 1.29 | 2.08 | 1.61 | 1.32 | 2.53 | 2.07 | 0.63 | 0.15 | 0.23 | 0.14 | 0.16 | 0.15 | 0.22 | 0.33 | 0.35 | 0.37 | 0.59 | 0.70 | 0.64 | 0.67 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAP (Advance Auto Parts, Inc.) |
-44.48%
Oct 2021 – Oct 2024 |
-24.69%
Oct 2019 – Oct 2024 |
-12.68%
Apr 2015 – Apr 2025 |
-2.51%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAP (Advance Auto Parts, Inc.) |
68.30%
Feb 2003 – Feb 2006 |
32.58%
Jan 2010 – Jan 2015 |
24.76%
Feb 2003 – Feb 2013 |
20.55%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison Chart