Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERY (Berry Global Group Inc) | NA | 19.67% | 7.77% | 11.63% | 8.58% | NA | NA | … | … |
Data as of 04/29/2025, Common starting date is 10/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERY (Berry Global Group Inc) | 10/05/2012 | 04/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 19.67 | 7.77 | 11.63 | 8.58 | NA | NA | … | … | 4.95 | -2.32 | 13.37 | -17.73 | 31.30 | 28.85 | -0.08 | -18.99 | 20.40 | 34.69 | 14.68 | 32.62 | 47.95 | 7.20 |
| Sharpe Ratio | NA | 0.68 | 0.16 | 0.33 | 0.24 | NA | NA | … | … | 0.49 | -0.23 | 0.38 | -0.55 | 1.22 | 0.63 | -0.05 | -0.84 | 1.25 | 1.19 | 0.49 | 1.51 | 1.45 | 1.80 |
| Standard Deviation(%) | NA | 23.91 | 28.21 | 28.97 | 29.67 | NA | NA | … | … | 26.77 | 25.39 | 25.91 | 34.69 | 25.71 | 45.29 | 30.13 | 24.48 | 15.84 | 29.01 | 29.63 | 21.61 | 33.11 | 19.96 |
| Draw Down(%) | NA | 15.46 | 24.88 | 37.79 | 51.84 | NA | NA | … | … | 15.46 | 17.04 | 19.13 | 37.67 | 14.84 | 44.10 | 36.48 | 33.13 | 9.32 | 21.45 | 21.93 | 11.71 | 27.49 | 10.13 |
| Yield(%) | 0.00 | 1.95 | 1.58 | 1.31 | 0.86 | 1.29 | 0.97 | … | … | 0.48 | 1.66 | 1.70 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/29/2025, Common starting date is 10/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERY (Berry Global Group Inc) |
-8.91%
Mar 2017 – Mar 2020 |
-2.82%
Oct 2017 – Oct 2022 |
8.17%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERY (Berry Global Group Inc) |
34.92%
May 2014 – May 2017 |
32.01%
Nov 2012 – Nov 2017 |
15.70%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart