Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLMN (Bloomin’ Brands, Inc.) | 15.72% | -7.46% | -31.27% | -21.34% | -7.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLMN (Bloomin’ Brands, Inc.) | 08/09/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.18 | -7.46 | -31.27 | -21.34 | -7.44 | NA | NA | … | … | 15.72 | -41.23 | -54.39 | 45.53 | -1.65 | 8.03 | -11.05 | 25.82 | -15.09 | 20.47 | 8.42 | -31.00 | 3.12 | 53.52 | 15.94 |
| Sharpe Ratio | NA | 0.12 | -0.50 | -0.40 | -0.13 | NA | NA | … | … | 1.41 | -0.57 | -1.35 | 1.30 | -0.06 | 0.17 | -0.11 | 0.74 | -0.46 | 0.66 | 0.27 | -1.17 | 0.07 | 1.85 | 1.19 |
| Standard Deviation(%) | NA | 78.53 | 60.93 | 55.35 | 54.92 | NA | NA | … | … | 80.05 | 78.11 | 43.12 | 32.42 | 50.64 | 45.83 | 99.50 | 32.82 | 36.27 | 30.00 | 30.58 | 26.61 | 42.03 | 28.91 | 39.46 |
| Draw Down(%) | NA | 49.03 | 80.50 | 80.50 | 80.50 | NA | NA | … | … | 34.82 | 51.46 | 59.79 | 21.24 | 33.98 | 44.68 | 79.19 | 29.69 | 29.98 | 25.31 | 16.02 | 37.85 | 42.54 | 19.35 | 20.18 |
| Yield(%) | 0.00 | 1.90 | 2.53 | 2.09 | 2.17 | 2.29 | 1.72 | … | … | 0.00 | 3.76 | 3.52 | 4.70 | 2.59 | 0.00 | 0.90 | 2.20 | 1.24 | 1.77 | 1.70 | 1.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLMN (Bloomin' Brands, Inc.) |
-37.76%
Mar 2023 – Mar 2026 |
-25.54%
Apr 2021 – Apr 2026 |
-9.68%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLMN (Bloomin' Brands, Inc.) |
54.92%
Mar 2020 – Mar 2023 |
14.47%
Apr 2016 – Apr 2021 |
6.55%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart