Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGFV (Big 5 Sporting Goods Corporation) | NA | -29.41% | -46.29% | -24.00% | -12.38% | -9.43% | -9.09% | … | … |
Data as of 10/01/2025, Common starting date is 06/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGFV (Big 5 Sporting Goods Corporation) | 06/25/2002 | 10/01/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.86 | -29.41 | -46.29 | -24.00 | -12.38 | -9.43 | -9.09 | … | … | -19.55 | -71.00 | -19.73 | -49.95 | 105.83 | 257.50 | 25.71 | -62.99 | -54.42 | 81.17 | -29.38 | -23.74 | 54.74 | 30.10 | -29.38 | -9.83 | 236.82 | -61.90 | -39.94 | 13.33 | -24.03 | 39.44 | 94.04 | -18.02 |
| Sharpe Ratio | NA | -0.40 | -0.73 | -0.36 | -0.18 | NA | NA | … | … | -0.37 | -0.97 | -0.47 | -0.87 | 1.24 | 1.99 | 0.28 | -1.01 | -1.14 | 1.61 | -0.56 | -0.56 | 1.29 | 0.57 | -0.48 | -0.23 | 2.69 | -0.68 | -1.11 | 0.30 | -0.72 | 0.99 | 1.90 | -0.50 |
| Standard Deviation(%) | NA | 81.78 | 68.02 | 71.80 | 76.18 | NA | NA | … | … | 75.55 | 79.82 | 51.55 | 59.39 | 85.31 | 128.48 | 86.42 | 64.12 | 48.23 | 50.27 | 52.57 | 42.21 | 42.30 | 52.94 | 61.91 | 42.69 | 87.98 | 91.50 | 38.65 | 33.72 | 36.40 | 38.86 | 49.11 | 65.97 |
| Draw Down(%) | NA | 65.24 | 93.00 | 97.65 | 97.65 | NA | NA | … | … | 56.45 | 76.02 | 47.50 | 54.54 | 58.95 | 82.12 | 63.63 | 74.32 | 64.53 | 38.20 | 41.99 | 52.71 | 37.38 | 39.39 | 64.14 | 36.52 | 39.26 | 76.47 | 46.64 | 21.13 | 26.09 | 32.93 | 28.89 | 39.86 |
| Yield(%) | 0.00 | 0.00 | 3.75 | 12.50 | 6.97 | 4.24 | 2.16 | … | … | 0.00 | 1.65 | 9.75 | 4.98 | 27.85 | 8.25 | 6.62 | 6.90 | 3.56 | 5.19 | 2.82 | 2.02 | 3.05 | 3.00 | 1.89 | 1.13 | 3.48 | 2.51 | 1.49 | 1.52 | 0.96 | 0.33 | 0.00 | 0.00 |
Data as of 10/01/2025, Common starting date is 06/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFV (Big 5 Sporting Goods Corporation) |
-59.00%
Mar 2022 – Mar 2025 |
-35.90%
Mar 2015 – Mar 2020 |
-19.89%
Mar 2010 – Mar 2020 |
-15.82%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFV (Big 5 Sporting Goods Corporation) |
109.92%
Dec 2018 – Dec 2021 |
41.02%
Nov 2008 – Nov 2013 |
19.99%
Sep 2011 – Sep 2021 |
8.49%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart