Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CALM (Cal-Maine Foods, Inc.) | 2.88% | 71.84% | 32.87% | 22.35% | 9.33% | 16.15% | 22.28% | 18.10% |
Data as of 07/10/2025, AR inception is 12/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALM (Cal-Maine Foods, Inc.) | 12/12/1996 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 71.84 | 32.87 | 22.35 | 9.33 | 16.15 | 22.28 | 18.10 | 2.88 | 87.00 | 14.50 | 51.86 | -1.38 | -12.19 | 2.09 | -3.90 | 0.61 | -2.32 | 23.27 | 33.18 | 52.16 | 13.97 | 19.09 | -4.47 | 22.97 | 13.26 | 210.20 | 27.30 | -43.41 | -33.88 | 942.74 | -0.40 | -38.95 | 70.75 | -19.72 | -28.28 | -22.66 | 17.43 |
| Sharpe Ratio | NA | 2.05 | 0.96 | 0.68 | 0.26 | NA | NA | 0.38 | 0.17 | 3.20 | 0.32 | 1.36 | -0.06 | -0.32 | 0.03 | -0.18 | 0.00 | -0.08 | 0.54 | 1.01 | 2.63 | 0.57 | 0.74 | -0.15 | 0.52 | 0.16 | 3.46 | 0.68 | -1.13 | -0.51 | 14.82 | -0.03 | -0.83 | 1.26 | -0.47 | -0.61 | -0.61 | 52.90 |
| Standard Deviation(%) | NA | 36.47 | 34.09 | 31.21 | 32.03 | NA | NA | 43.15 | 44.19 | 25.12 | 32.19 | 37.29 | 22.31 | 39.05 | 25.50 | 28.70 | 27.42 | 31.83 | 42.98 | 32.73 | 19.81 | 24.67 | 25.62 | 30.05 | 44.35 | 75.88 | 60.34 | 35.61 | 40.24 | 68.10 | 63.55 | 54.07 | 50.17 | 52.72 | 48.68 | 52.04 | 43.03 | 53.26 |
| Draw Down(%) | NA | 30.16 | 30.16 | 30.16 | 47.92 | NA | NA | 74.08 | 30.16 | 10.65 | 25.72 | 24.44 | 20.65 | 27.60 | 17.82 | 20.38 | 22.61 | 33.39 | 26.33 | 20.63 | 12.36 | 17.00 | 17.40 | 26.58 | 42.22 | 54.48 | 35.71 | 20.67 | 54.31 | 53.82 | 21.50 | 35.53 | 52.57 | 26.87 | 52.78 | 43.64 | 39.44 | 5.17 |
| Yield(%) | 0.00 | 10.69 | 8.71 | 6.16 | 3.18 | 8.47 | 36.14 | 46.26 | 4.68 | 5.12 | 7.77 | 4.58 | 0.09 | 0.00 | 0.99 | 1.00 | 0.00 | 2.50 | 4.92 | 3.08 | 1.65 | 3.62 | 2.70 | 2.96 | 3.22 | 5.69 | 0.61 | 0.74 | 0.43 | 0.28 | 1.46 | 1.41 | 0.83 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 12/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALM (Cal-Maine Foods, Inc.) |
-26.03%
Jan 1997 - Jan 2000 |
-16.25%
Feb 1997 - Feb 2002 |
7.51%
Jun 2014 - Jun 2024 |
8.69%
Jul 2008 - Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALM (Cal-Maine Foods, Inc.) |
102.20%
Feb 2001 - Feb 2004 |
79.72%
Feb 2003 - Feb 2008 |
44.22%
Nov 2002 - Nov 2012 |
35.34%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart