Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURL (Burlington Stores, Inc.) | 11.47% | 35.07% | 29.14% | 1.13% | 17.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURL (Burlington Stores, Inc.) | 10/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.14 | 35.07 | 29.14 | 1.13 | 17.77 | NA | NA | … | … | 11.47 | 1.85 | 50.14 | -4.08 | -30.44 | 11.45 | 14.70 | 39.05 | 32.22 | 45.17 | 97.55 | -9.23 | 47.69 | 28.72 |
| Sharpe Ratio | NA | 1.04 | 0.58 | -0.06 | 0.40 | NA | NA | … | … | 0.77 | -0.02 | 1.30 | -0.21 | -0.53 | 0.32 | 0.23 | 1.11 | 0.99 | 1.64 | 2.81 | -0.26 | 1.41 | 4.83 |
| Standard Deviation(%) | NA | 37.89 | 40.15 | 43.81 | 41.78 | NA | NA | … | … | 38.90 | 43.19 | 33.95 | 40.45 | 60.25 | 35.84 | 62.35 | 34.11 | 31.32 | 27.34 | 34.45 | 34.99 | 33.92 | 38.05 |
| Draw Down(%) | NA | 19.55 | 35.38 | 68.87 | 68.87 | NA | NA | … | … | 17.74 | 26.53 | 23.49 | 50.33 | 62.34 | 25.42 | 51.45 | 20.40 | 15.55 | 22.79 | 17.56 | 33.30 | 25.35 | 14.12 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURL (Burlington Stores, Inc.) |
-18.00%
Apr 2021 – Apr 2024 |
-6.73%
Oct 2018 – Oct 2023 |
14.90%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURL (Burlington Stores, Inc.) |
56.13%
Apr 2014 – Apr 2017 |
46.35%
Jan 2014 – Jan 2019 |
23.78%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart