Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUDFF (Anheuser-Busch InBev SA/NV) | 23.83% | 12.70% | 15.95% | 2.66% | -2.72% | 3.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUDFF (Anheuser-Busch InBev SA/NV) | 12/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | 12.70 | 15.95 | 2.66 | -2.72 | 3.55 | NA | … | … | 23.83 | 34.19 | -21.09 | 8.61 | 0.47 | -13.02 | -12.65 | 28.16 | -39.52 | 8.77 | -12.84 | 8.48 | 7.84 | 21.50 | 42.67 | 7.47 | 9.32 | 123.87 | 57.63 |
| Sharpe Ratio | NA | 0.59 | 0.46 | 0.03 | -0.12 | NA | NA | … | … | 3.06 | 1.12 | -0.93 | 0.22 | -0.03 | -0.38 | -0.24 | 1.02 | -1.68 | 0.47 | -0.48 | 0.37 | 0.47 | 0.91 | 1.96 | 0.27 | 0.33 | 2.69 | 437.14 |
| Standard Deviation(%) | NA | 28.10 | 26.62 | 28.62 | 30.91 | NA | NA | … | … | 27.99 | 28.03 | 26.48 | 22.95 | 33.76 | 34.11 | 52.88 | 26.15 | 24.36 | 17.27 | 27.29 | 22.89 | 16.73 | 23.47 | 21.98 | 27.06 | 28.29 | 46.07 | 70.49 |
| Draw Down(%) | NA | 19.78 | 31.49 | 42.49 | 70.02 | NA | NA | … | … | 17.21 | 19.78 | 26.34 | 20.84 | 32.29 | 32.04 | 57.40 | 23.08 | 42.16 | 11.19 | 23.35 | 19.55 | 11.14 | 15.35 | 12.60 | 22.81 | 15.00 | 16.37 | 7.56 |
| Yield(%) | 0.00 | 3.25 | 3.32 | 1.90 | 1.49 | 2.22 | 6.61 | … | … | 3.16 | 4.99 | 1.37 | 1.38 | 1.63 | 0.85 | 0.68 | 3.05 | 2.97 | 3.91 | 1.41 | 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 12/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUDFF (Anheuser-Busch InBev SA/NV) |
-24.53%
May 2017 – May 2020 |
-16.15%
Mar 2015 – Mar 2020 |
-7.08%
Jan 2015 – Jan 2025 |
0.91%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUDFF (Anheuser-Busch InBev SA/NV) |
38.94%
Mar 2009 – Mar 2012 |
31.14%
Mar 2009 – Mar 2014 |
12.91%
Mar 2009 – Mar 2019 |
7.14%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart