Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWTL (Bowlin Travel Centers Inc) | 0.50% | 2.83% | 4.55% | 5.85% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWTL (Bowlin Travel Centers Inc) | 08/13/2020 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.83 | 4.55 | 5.85 | NA | NA | NA | … | … | 0.50 | -0.50 | -11.11 | 0.00 | -10.00 | 70.00 | 0.00 | 48.51 | -3.81 | 24.26 | 16.55 | -2.03 | 6.47 | -0.71 | 3.70 | 8.00 | 11.61 | -2.61 | -39.47 | 8.57 | -2.78 | -7.69 | -2.50 | 1.01 |
| Sharpe Ratio | NA | 0.30 | -0.31 | 0.06 | 0.18 | NA | NA | … | … | -0.26 | -0.14 | -0.44 | -0.06 | -0.32 | 1.74 | 0.00 | 1.29 | -0.06 | 0.48 | 0.54 | -0.07 | 0.19 | -0.02 | 0.08 | 0.30 | 0.46 | -0.03 | -0.52 | 0.10 | -0.08 | -0.25 | -0.08 | 0.30 |
| Standard Deviation(%) | NA | 21.20 | 42.98 | 52.08 | 47.64 | NA | NA | … | … | 4.85 | 24.33 | 40.23 | 66.45 | 35.96 | 67.74 | 71.20 | 36.46 | 92.75 | 49.83 | 30.00 | 31.38 | 33.15 | 30.71 | 46.16 | 26.75 | 25.24 | 88.00 | 77.63 | 56.01 | 77.84 | 39.06 | 43.01 | 12.86 |
| Draw Down(%) | NA | 15.98 | 36.25 | 45.31 | 37.40 | NA | NA | … | … | 2.26 | 14.04 | 22.53 | 38.60 | 28.57 | 27.50 | 30.33 | 20.00 | 33.00 | 33.33 | 15.33 | 15.54 | 16.67 | 20.78 | 23.33 | 19.64 | 10.00 | 48.00 | 50.00 | 31.11 | 37.50 | 25.00 | 25.00 | 5.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWTL (Bowlin Travel Centers Inc) |
-15.22%
Sep 2021 – Sep 2024 |
4.24%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWTL (Bowlin Travel Centers Inc) |
27.28%
Nov 2020 – Nov 2023 |
13.86%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart