Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARMK (Aramark) | 45.49% | 33.85% | 24.00% | 16.84% | 9.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARMK (Aramark) | 12/13/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 33.85 | 24.00 | 16.84 | 9.55 | NA | NA | … | … | 45.49 | -0.08 | 34.28 | -4.71 | 13.54 | -3.05 | -10.02 | 51.68 | -31.47 | 20.96 | 12.04 | 4.68 | 20.14 | 10.03 |
| Sharpe Ratio | NA | 1.22 | 0.78 | 0.46 | 0.22 | NA | NA | … | … | 4.90 | -0.10 | 1.30 | -0.29 | 0.37 | -0.10 | -0.12 | 2.08 | -1.19 | 1.34 | 0.56 | 0.21 | 0.91 | 29.47 |
| Standard Deviation(%) | NA | 25.95 | 27.22 | 28.99 | 36.50 | NA | NA | … | … | 30.25 | 28.52 | 23.51 | 29.00 | 33.10 | 29.93 | 83.17 | 24.17 | 27.63 | 15.25 | 21.07 | 21.73 | 22.04 | 26.92 |
| Draw Down(%) | NA | 18.15 | 27.63 | 27.63 | 72.27 | NA | NA | … | … | 7.61 | 23.10 | 11.54 | 26.25 | 24.75 | 25.08 | 72.27 | 14.19 | 39.55 | 8.96 | 13.24 | 13.97 | 14.85 | 1.55 |
| Yield(%) | 0.00 | 1.15 | 1.06 | 1.20 | 1.29 | 1.44 | 1.08 | … | … | 0.66 | 1.18 | 1.40 | 1.03 | 1.20 | 1.18 | 1.02 | 1.50 | 0.98 | 1.19 | 1.20 | 1.15 | 1.23 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMK (Aramark) |
-18.12%
Jul 2017 – Jul 2020 |
-7.75%
Mar 2015 – Mar 2020 |
5.33%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMK (Aramark) |
25.68%
Jul 2020 – Jul 2023 |
24.29%
Jul 2020 – Jul 2025 |
9.60%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart