Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BJRI (BJ’s Restaurants, Inc.) | 8.88% | -4.54% | 12.06% | -3.63% | -0.59% | -0.37% | 2.83% | … | … |
Data as of 06/04/2026, Common starting date is 10/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJRI (BJ’s Restaurants, Inc.) | 10/10/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.74 | -4.54 | 12.06 | -3.63 | -0.59 | -0.37 | 2.83 | … | … | 8.88 | 17.34 | -3.53 | 36.50 | -23.65 | -10.24 | 1.91 | -24.08 | 40.05 | -7.05 | -9.59 | -13.42 | 61.65 | -5.59 | -27.41 | 27.91 | 88.16 | 74.84 | -33.76 | -19.54 | -11.59 | 63.29 | -6.17 | 116.23 | 32.95 | 71.22 | 162.16 | -13.95 | -10.42 | -70.00 | -16.67 |
| Sharpe Ratio | NA | 0.06 | 0.28 | -0.12 | -0.02 | NA | NA | … | … | 1.42 | 0.33 | -0.23 | 0.79 | -0.44 | -0.20 | 0.01 | -0.64 | 1.06 | -0.28 | -0.35 | -0.43 | 1.36 | -0.17 | -0.82 | 0.79 | 2.31 | 1.48 | -0.47 | -0.63 | -0.38 | 1.68 | -0.18 | 2.76 | 0.59 | 0.99 | 1.92 | -0.18 | -0.16 | -0.51 | -0.92 |
| Standard Deviation(%) | NA | 39.79 | 41.79 | 46.45 | 54.39 | NA | NA | … | … | 36.56 | 44.00 | 43.41 | 41.07 | 56.55 | 50.35 | 117.17 | 39.69 | 36.63 | 27.89 | 28.19 | 31.22 | 45.30 | 32.29 | 33.67 | 35.48 | 38.20 | 50.43 | 74.26 | 35.90 | 39.53 | 36.37 | 38.96 | 41.82 | 54.44 | 71.41 | 82.29 | 95.48 | 83.80 | 144.31 | 64.76 |
| Draw Down(%) | NA | 38.67 | 41.61 | 63.55 | 91.20 | NA | NA | … | … | 26.55 | 38.67 | 27.07 | 41.61 | 43.34 | 52.80 | 84.96 | 40.92 | 34.89 | 39.89 | 28.95 | 22.71 | 18.85 | 36.96 | 40.67 | 27.44 | 22.12 | 22.62 | 60.66 | 31.71 | 34.98 | 21.27 | 20.17 | 22.00 | 35.69 | 32.85 | 21.74 | 43.94 | 47.44 | 81.40 | 16.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.17 | 0.23 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 0.96 | 1.22 | 0.29 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJRI (BJ's Restaurants, Inc.) |
-38.62%
Dec 1996 – Dec 1999 |
-22.30%
Mar 2015 – Mar 2020 |
-5.96%
Sep 2012 – Sep 2022 |
-2.02%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJRI (BJ's Restaurants, Inc.) |
85.66%
Jun 2000 – Jun 2003 |
67.07%
Jun 2000 – Jun 2005 |
35.32%
Apr 1997 – Apr 2007 |
28.58%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart