Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBY (Best Buy Co., Inc.) | 8.52% | 7.26% | 4.40% | -5.26% | 12.55% | 9.73% | 4.64% | … | … |
Data as of 06/05/2026, Common starting date is 04/18/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBY (Best Buy Co., Inc.) | 04/18/1985 | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.22 | 7.26 | 4.40 | -5.26 | 12.55 | 9.73 | 4.64 | … | … | 8.52 | -17.80 | 14.35 | 2.51 | -17.49 | 4.44 | 16.71 | 70.50 | -20.63 | 64.49 | 46.56 | -18.83 | 0.08 | 244.20 | -47.29 | -30.24 | -11.76 | 43.18 | -45.91 | 7.77 | 13.90 | 66.20 | 14.64 | 117.43 | -27.04 | 151.94 | -41.17 | 63.75 | 232.88 | 247.06 | -34.62 | -48.00 | 34.41 | 19.23 | 136.36 | 193.33 | -6.25 | -28.36 | 1.51 | -65.26 | 63.79 | 114.81 |
| Sharpe Ratio | NA | 0.58 | 0.09 | -0.16 | 0.30 | NA | NA | … | … | 1.14 | -0.47 | 0.34 | -0.04 | -0.42 | 0.13 | 0.32 | 2.05 | -0.66 | 1.81 | 1.24 | -0.57 | 0.00 | 5.58 | -0.96 | -0.81 | -0.36 | 0.89 | -0.84 | 0.22 | 0.34 | 1.21 | 0.50 | 2.80 | -0.35 | 2.44 | -0.48 | 0.89 | 3.89 | 4.09 | -0.65 | -1.12 | 0.55 | 0.27 | 2.12 | 2.49 | -0.20 | -0.80 | -0.05 | -0.86 | 1.29 | 4.40 |
| Standard Deviation(%) | NA | 36.98 | 36.79 | 37.68 | 38.13 | NA | NA | … | … | 42.40 | 44.06 | 31.74 | 26.42 | 45.30 | 33.90 | 51.61 | 33.64 | 33.28 | 35.51 | 37.46 | 33.30 | 48.16 | 43.76 | 49.46 | 37.58 | 33.09 | 48.31 | 55.55 | 21.03 | 31.16 | 52.80 | 27.29 | 41.66 | 81.63 | 62.92 | 94.21 | 67.70 | 59.00 | 59.15 | 58.38 | 46.54 | 57.11 | 63.14 | 62.39 | 75.64 | 57.26 | 42.71 | 63.79 | 80.59 | 45.79 | 43.59 |
| Draw Down(%) | NA | 32.01 | 44.34 | 52.60 | 52.60 | NA | NA | … | … | 21.90 | 37.56 | 16.64 | 28.65 | 41.00 | 30.13 | 44.35 | 18.82 | 40.82 | 15.32 | 16.95 | 28.17 | 44.15 | 12.68 | 57.34 | 37.39 | 35.12 | 23.13 | 66.48 | 16.26 | 24.92 | 19.97 | 20.42 | 20.16 | 64.33 | 38.94 | 74.06 | 45.25 | 39.31 | 20.93 | 61.54 | 51.52 | 40.94 | 35.41 | 48.43 | 63.21 | 62.63 | 50.00 | 45.38 | 79.92 | 37.74 | 17.89 |
| Yield(%) | 0.00 | 5.41 | 5.16 | 3.04 | 8.53 | 7.01 | 3.28 | … | … | 1.39 | 4.41 | 4.87 | 4.58 | 3.45 | 2.79 | 2.52 | 3.73 | 2.60 | 3.18 | 5.12 | 3.69 | 1.78 | 5.76 | 2.79 | 1.80 | 1.44 | 2.41 | 1.03 | 0.67 | 0.80 | 0.96 | 0.81 | 1.20 | 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 04/18/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBY (Best Buy Co., Inc.) |
-39.59%
Jun 1986 – Jun 1989 |
-24.14%
Dec 2007 – Dec 2012 |
-3.80%
Jan 2006 – Jan 2016 |
4.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBY (Best Buy Co., Inc.) |
222.56%
Mar 1997 – Mar 2000 |
98.62%
Mar 1997 – Mar 2002 |
59.28%
Jan 1997 – Jan 2007 |
47.97%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart