Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBWI (Bath & Body Works, Inc.) | -9.91% | -31.26% | -21.44% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBWI (Bath & Body Works, Inc.) | 08/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.89 | -31.26 | -21.44 | NA | NA | NA | NA | … | … | -9.91 | -46.52 | -8.26 | 4.68 | -38.40 | 8.54 |
| Sharpe Ratio | NA | -0.53 | -0.39 | NA | NA | NA | NA | … | … | -0.02 | -0.85 | -0.28 | 0.03 | -0.66 | 0.59 |
| Standard Deviation(%) | NA | 57.23 | 50.48 | NA | NA | NA | NA | … | … | 58.26 | 58.59 | 43.12 | 41.02 | 60.25 | 36.45 |
| Draw Down(%) | NA | 55.00 | 69.98 | NA | NA | NA | NA | … | … | 34.15 | 62.86 | 48.05 | 40.47 | 62.83 | 13.26 |
| Yield(%) | 0.00 | 2.96 | 1.84 | 0.93 | 0.46 | 0.31 | 0.23 | … | … | 0.96 | 2.11 | 1.79 | 1.85 | 1.15 | 0.38 |
Data as of 06/04/2026, Common starting date is 08/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBWI (Bath & Body Works, Inc.) |
-24.20%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBWI (Bath & Body Works, Inc.) |
5.96%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart