Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABG (Asbury Automotive Group, Inc.) | -3.79% | -7.19% | 11.82% | 17.13% | 10.40% | 22.00% | 14.55% | 12.63% |
Data as of 07/22/2025, AR inception is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABG (Asbury Automotive Group, Inc.) | 03/14/2002 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.84 | -7.19 | 11.82 | 17.13 | 10.40 | 22.00 | 14.55 | 12.63 | -3.79 | 8.00 | 25.51 | 3.77 | 18.52 | 30.37 | 67.70 | 4.16 | 3.73 | -8.51 | -11.17 | 41.27 | 67.78 | 48.56 | 16.67 | 60.28 | 152.30 | -68.19 | -33.64 | 45.75 | 19.45 | -23.06 | 112.96 | -49.94 |
| Sharpe Ratio | NA | -0.29 | 0.21 | 0.38 | 0.18 | NA | NA | 0.22 | -0.31 | 0.06 | 0.54 | 0.05 | 0.45 | 0.41 | 2.33 | 0.09 | 0.11 | -0.21 | -0.37 | 1.42 | 2.23 | 1.40 | 0.35 | 1.19 | 1.43 | -0.61 | -1.07 | 1.63 | 0.60 | -0.60 | 2.24 | -0.87 |
| Standard Deviation(%) | NA | 39.26 | 39.28 | 42.43 | 42.46 | NA | NA | 50.96 | 41.64 | 34.08 | 39.81 | 50.52 | 40.95 | 72.82 | 28.45 | 29.96 | 28.49 | 41.54 | 30.06 | 29.10 | 30.40 | 34.95 | 47.74 | 50.71 | 106.39 | 112.36 | 34.26 | 26.14 | 28.80 | 39.79 | 50.07 | 67.50 |
| Draw Down(%) | NA | 31.06 | 31.06 | 38.58 | 65.68 | NA | NA | 92.76 | 31.06 | 20.91 | 26.38 | 29.78 | 30.61 | 62.34 | 9.83 | 23.72 | 27.79 | 33.17 | 30.12 | 15.86 | 14.57 | 22.66 | 28.35 | 41.51 | 61.57 | 88.26 | 48.74 | 13.71 | 21.16 | 34.94 | 37.04 | 67.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.50 | 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 | 4.50 | 3.60 | 2.45 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABG (Asbury Automotive Group, Inc.) |
-45.16%
Feb 2006 - Feb 2009 |
-29.28%
Feb 2004 - Feb 2009 |
4.27%
May 2002 - May 2012 |
8.02%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABG (Asbury Automotive Group, Inc.) |
108.76%
Feb 2009 - Feb 2012 |
77.94%
Feb 2009 - Feb 2014 |
38.08%
Feb 2009 - Feb 2019 |
33.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart