Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNED (Barnes & Noble Education, Inc.) | 15.02% | -10.58% | -54.87% | -58.87% | -36.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNED (Barnes & Noble Education, Inc.) | 07/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.62 | -10.58 | -54.87 | -58.87 | -36.37 | NA | NA | … | … | 15.02 | -3.88 | -93.09 | -14.86 | -74.30 | 46.45 | 8.90 | 6.48 | -51.33 | -28.16 | 15.28 | -32.54 |
| Sharpe Ratio | NA | -0.26 | -0.40 | -0.48 | -0.36 | NA | NA | … | … | 0.63 | -0.10 | -0.41 | -0.23 | -0.94 | 0.62 | 0.07 | 0.07 | -0.86 | -0.53 | 0.34 | -0.88 |
| Standard Deviation(%) | NA | 61.54 | 152.43 | 126.91 | 104.99 | NA | NA | … | … | 50.31 | 65.76 | 242.92 | 85.10 | 80.85 | 75.25 | 115.56 | 75.08 | 61.01 | 54.57 | 44.41 | 66.47 |
| Draw Down(%) | NA | 49.75 | 97.27 | 99.48 | 99.52 | NA | NA | … | … | 22.06 | 49.75 | 97.27 | 68.27 | 80.27 | 45.74 | 73.56 | 60.68 | 56.49 | 58.73 | 28.51 | 43.03 |
| Yield(%) | 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 07/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNED (Barnes & Noble Education, Inc.) |
-79.29%
Jun 2021 – Jun 2024 |
-59.54%
Mar 2021 – Mar 2026 |
-39.86%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNED (Barnes & Noble Education, Inc.) |
22.05%
Oct 2018 – Oct 2021 |
2.20%
Oct 2016 – Oct 2021 |
-36.36%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart