Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSET (Bassett Furniture Industries, Incorporated) | 19.37% | 21.65% | -2.80% | 22.27% | -3.91% | 14.87% | 3.81% | 4.67% |
Data as of 07/03/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSET (Bassett Furniture Industries, Incorporated) | 03/17/1980 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.81 | 21.65 | -2.80 | 22.27 | -3.91 | 14.87 | 3.81 | 4.67 | 19.37 | -12.12 | -0.38 | 15.61 | -14.53 | 25.48 | -14.06 | -45.69 | 26.44 | 24.22 | 30.92 | 31.43 | 26.11 | 87.82 | 92.44 | 20.69 | 3.88 | -58.61 | -39.09 | -7.53 | -1.68 | 24.08 | 22.27 | 7.62 | 31.53 | -25.29 | -33.68 | -19.58 | 22.45 | 5.38 | -18.42 | -18.57 | 24.29 | 80.82 | 9.77 | -8.28 | -7.05 | 18.18 | -12.58 | -3.51 | 11.79 | -24.73 | 16.25 | 72.04 | 24.00 | 13.64 |
| Sharpe Ratio | NA | 0.52 | -0.12 | 0.46 | -0.10 | NA | NA | 0.04 | 0.99 | -0.62 | -0.15 | 0.28 | -0.28 | 0.30 | -0.35 | -1.50 | 0.75 | 0.59 | 0.62 | 0.90 | 0.71 | 3.05 | 1.86 | 0.35 | 0.03 | -0.90 | -1.65 | -0.43 | -0.16 | 0.51 | 0.58 | 0.13 | 0.71 | -0.54 | -0.86 | -0.43 | 0.56 | 0.07 | -0.72 | -0.85 | 0.53 | 2.01 | 0.19 | -0.45 | -0.58 | 0.42 | -0.54 | -0.25 | 0.28 | -1.34 | 0.30 | 2.47 | 0.89 | 0.36 |
| Standard Deviation(%) | NA | 35.25 | 33.82 | 44.52 | 47.32 | NA | NA | 43.12 | 39.96 | 30.26 | 32.16 | 50.52 | 51.97 | 84.69 | 44.51 | 31.47 | 34.69 | 40.57 | 49.94 | 34.95 | 36.79 | 29.04 | 49.63 | 59.02 | 119.60 | 65.73 | 25.61 | 25.28 | 24.58 | 44.98 | 37.48 | 49.50 | 41.68 | 54.75 | 42.71 | 52.69 | 33.56 | 27.87 | 30.92 | 25.39 | 41.73 | 38.55 | 31.51 | 29.97 | 22.11 | 32.17 | 30.69 | 30.81 | 23.23 | 23.34 | 34.09 | 25.95 | 15.54 | 27.05 |
| Draw Down(%) | NA | 23.27 | 42.82 | 61.70 | 88.66 | NA | NA | 96.27 | 23.27 | 23.70 | 31.55 | 33.27 | 57.09 | 74.62 | 44.99 | 48.53 | 18.02 | 31.00 | 37.03 | 24.34 | 24.02 | 16.07 | 26.04 | 39.19 | 77.99 | 73.95 | 46.06 | 21.84 | 13.56 | 29.27 | 26.38 | 41.08 | 22.36 | 40.25 | 36.76 | 40.67 | 13.41 | 18.52 | 33.47 | 29.90 | 23.49 | 25.16 | 18.35 | 25.17 | 13.13 | 17.42 | 40.98 | 33.33 | 20.75 | 38.58 | 32.02 | 18.23 | 9.78 | 16.67 |
| Yield(%) | 0.00 | 5.73 | 3.58 | 12.60 | 2.18 | 18.68 | 3.71 | 5.95 | 2.86 | 4.61 | 4.00 | 12.17 | 2.76 | 3.55 | 2.39 | 1.26 | 2.55 | 2.72 | 2.80 | 3.24 | 3.32 | 19.08 | 14.00 | 0.00 | 0.00 | 15.00 | 4.73 | 4.30 | 4.20 | 4.90 | 5.64 | 5.65 | 7.31 | 5.14 | 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 07/03/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSET (Bassett Furniture Industries, Incorporated) |
-60.13%
Feb 2006 - Feb 2009 |
-42.21%
Feb 2004 - Feb 2009 |
-22.47%
Feb 1999 - Feb 2009 |
-17.42%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSET (Bassett Furniture Industries, Incorporated) |
110.69%
Feb 2009 - Feb 2012 |
81.38%
Feb 2009 - Feb 2014 |
40.06%
Feb 2009 - Feb 2019 |
25.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart