Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGS (B&G Foods, Inc.) | -4.58% | 14.27% | -25.03% | -27.37% | -14.86% | -3.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGS (B&G Foods, Inc.) | 05/23/2007 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.59 | 14.27 | -25.03 | -27.37 | -14.86 | -3.24 | NA | … | … | -4.58 | -26.81 | -28.30 | 0.33 | -60.73 | 17.61 | 67.73 | -31.93 | -12.09 | -15.50 | 30.23 | 22.19 | -7.75 | 24.28 | 22.51 | 83.09 | 58.76 | 86.22 | -41.50 | -18.82 |
| Sharpe Ratio | NA | 0.35 | -0.50 | -0.58 | -0.34 | NA | NA | … | … | -0.11 | -0.52 | -0.54 | -0.06 | -1.58 | 0.44 | 1.09 | -0.95 | -0.36 | -0.50 | 0.83 | 0.92 | -0.30 | 1.02 | 1.00 | 2.09 | 2.17 | 1.64 | -0.49 | -1.06 |
| Standard Deviation(%) | NA | 50.51 | 54.84 | 50.11 | 46.48 | NA | NA | … | … | 51.43 | 57.10 | 58.82 | 51.65 | 39.38 | 39.57 | 61.72 | 35.03 | 37.94 | 32.64 | 36.23 | 23.98 | 25.73 | 23.67 | 22.68 | 39.75 | 27.00 | 52.37 | 85.87 | 30.00 |
| Draw Down(%) | NA | 28.51 | 67.36 | 84.69 | 86.52 | NA | NA | … | … | 28.51 | 47.41 | 44.58 | 51.30 | 65.32 | 31.30 | 35.14 | 45.74 | 35.96 | 35.73 | 23.37 | 11.64 | 19.42 | 13.07 | 14.16 | 23.44 | 9.57 | 36.38 | 76.66 | 28.66 |
| Yield(%) | 0.00 | 18.58 | 5.79 | 3.51 | 3.35 | 7.81 | 9.05 | … | … | 4.52 | 10.66 | 6.82 | 6.76 | 5.16 | 6.86 | 10.88 | 6.50 | 5.36 | 4.30 | 5.09 | 4.65 | 4.05 | 4.21 | 4.67 | 6.26 | 7.34 | 12.39 | 7.97 | 4.80 |
Data as of 06/04/2026, Common starting date is 05/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGS (B&G Foods, Inc.) |
-39.91%
Jul 2022 – Jul 2025 |
-29.03%
Jan 2021 – Jan 2026 |
-14.31%
May 2016 – May 2026 |
-3.23%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGS (B&G Foods, Inc.) |
95.22%
Feb 2009 – Feb 2012 |
64.84%
Oct 2008 – Oct 2013 |
28.10%
Oct 2008 – Oct 2018 |
14.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart