Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZO (AutoZone, Inc.) | -8.11% | -16.34% | 10.02% | 17.62% | 15.21% | 17.27% | 19.41% | … | … |
Data as of 06/05/2026, Common starting date is 04/02/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZO (AutoZone, Inc.) | 04/02/1991 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.17 | -16.34 | 10.02 | 17.62 | 15.21 | 17.27 | 19.41 | … | … | -8.11 | 7.70 | 25.37 | 4.84 | 17.64 | 76.84 | -0.49 | 42.10 | 17.85 | -9.93 | 6.45 | 19.83 | 29.54 | 34.85 | 9.07 | 19.22 | 72.45 | 13.34 | 16.31 | 3.76 | 25.95 | 0.48 | 7.16 | 20.61 | -1.60 | 151.93 | -11.80 | -1.90 | 13.58 | 5.45 | -4.76 | 19.07 | -15.28 | 45.86 | 16.95 | 128.51 |
| Sharpe Ratio | NA | -0.85 | 0.12 | 0.54 | 0.48 | NA | NA | … | … | -0.98 | 0.21 | 0.92 | 0.03 | 0.55 | 3.38 | -0.02 | 1.97 | 0.60 | -0.39 | 0.33 | 1.08 | 1.72 | 2.04 | 0.49 | 1.01 | 4.40 | 0.46 | 0.33 | 0.03 | 1.21 | -0.07 | 0.29 | 0.62 | -0.07 | 3.85 | -0.36 | -0.15 | 0.25 | 0.05 | -0.22 | 0.56 | -0.56 | 1.55 | 0.39 | 5.56 |
| Standard Deviation(%) | NA | 27.24 | 23.48 | 24.50 | 26.71 | NA | NA | … | … | 32.89 | 23.04 | 20.73 | 21.36 | 29.89 | 22.74 | 42.11 | 20.64 | 27.90 | 27.05 | 18.88 | 18.36 | 17.19 | 17.06 | 18.60 | 18.93 | 16.43 | 28.50 | 46.55 | 30.37 | 18.81 | 25.60 | 21.74 | 32.08 | 36.12 | 39.82 | 43.62 | 34.17 | 41.28 | 40.22 | 37.61 | 27.28 | 32.61 | 28.09 | 37.18 | 35.22 |
| Draw Down(%) | NA | 32.59 | 32.59 | 32.59 | 42.14 | NA | NA | … | … | 24.40 | 22.10 | 15.44 | 15.62 | 21.40 | 12.77 | 39.29 | 11.06 | 25.23 | 37.87 | 11.46 | 8.68 | 7.73 | 8.18 | 12.23 | 10.01 | 5.50 | 18.89 | 36.87 | 26.17 | 16.47 | 25.09 | 20.82 | 22.49 | 25.58 | 20.24 | 34.62 | 37.61 | 42.47 | 26.82 | 39.00 | 18.14 | 29.27 | 12.74 | 37.00 | 10.43 |
| Yield(%) | 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 | 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 06/05/2026, Common starting date is 04/02/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZO (AutoZone, Inc.) |
-8.77%
Sep 1997 – Sep 2000 |
-3.72%
Mar 1996 – Mar 2001 |
9.76%
Jun 1996 – Jun 2006 |
9.55%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZO (AutoZone, Inc.) |
59.79%
Aug 2000 – Aug 2003 |
36.07%
May 1991 – May 1996 |
26.16%
Feb 2001 – Feb 2011 |
25.97%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison Chart