Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASY (Casey’s General Stores, Inc.) | 38.01% | 70.55% | 50.24% | 29.05% | 20.78% | 22.79% | 20.41% | … | … |
Data as of 06/04/2026, Common starting date is 09/06/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASY (Casey’s General Stores, Inc.) | 09/06/1984 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 70.55 | 50.24 | 29.05 | 20.78 | 22.79 | 20.41 | … | … | 38.01 | 40.12 | 45.01 | 23.27 | 14.49 | 11.25 | 13.24 | 25.12 | 15.59 | -4.99 | -0.53 | 34.53 | 29.96 | 33.76 | 4.29 | 22.74 | 34.67 | 41.81 | -22.24 | 26.85 | -4.26 | 37.84 | 3.69 | 45.91 | -17.41 | 0.39 | 43.99 | -19.55 | 3.13 | 36.05 | -13.85 | 46.54 | 23.22 | 47.33 | 23.89 | 168.82 | -53.58 | -17.59 | -1.82 | -5.98 | 60.27 | 93.81 | 10.78 |
| Sharpe Ratio | NA | 2.83 | 1.75 | 1.02 | 0.72 | NA | NA | … | … | 4.70 | 1.33 | 1.47 | 0.90 | 0.48 | 0.46 | 0.30 | 1.08 | 0.57 | -0.26 | -0.03 | 1.46 | 1.35 | 1.49 | 0.16 | 0.74 | 1.19 | 1.06 | -0.43 | 0.79 | -0.21 | 1.15 | 0.08 | 1.42 | -0.43 | -0.06 | 0.81 | -0.56 | -0.01 | 1.52 | -0.49 | 1.43 | 0.59 | 1.52 | 0.63 | 3.55 | -1.40 | -0.68 | -0.25 | -0.24 | 1.48 | 2.44 | 1.59 |
| Standard Deviation(%) | NA | 25.51 | 26.80 | 26.05 | 27.30 | NA | NA | … | … | 25.83 | 28.07 | 28.13 | 21.89 | 27.15 | 24.24 | 43.80 | 21.94 | 24.90 | 22.16 | 27.22 | 23.66 | 22.18 | 22.56 | 26.79 | 30.81 | 29.03 | 39.31 | 53.55 | 30.12 | 36.71 | 30.95 | 33.68 | 31.86 | 43.44 | 32.45 | 49.24 | 40.72 | 40.45 | 21.25 | 35.37 | 29.81 | 34.28 | 29.61 | 33.81 | 46.22 | 42.12 | 34.44 | 26.87 | 42.78 | 37.64 | 36.14 | 19.75 |
| Draw Down(%) | NA | 13.65 | 14.42 | 21.77 | 33.41 | NA | NA | … | … | 13.65 | 14.42 | 9.25 | 12.81 | 15.65 | 19.33 | 33.41 | 12.92 | 24.35 | 16.04 | 17.81 | 13.20 | 11.65 | 10.82 | 25.05 | 17.39 | 11.45 | 20.30 | 32.19 | 14.79 | 24.56 | 11.98 | 18.76 | 18.75 | 34.50 | 27.73 | 29.66 | 39.98 | 30.56 | 10.00 | 35.09 | 21.67 | 22.81 | 15.12 | 22.31 | 26.52 | 55.22 | 43.75 | 26.98 | 42.04 | 30.37 | 32.93 | 5.93 |
| Yield(%) | 0.00 | 0.51 | 0.88 | 0.81 | 1.19 | 3.09 | 4.50 | … | … | 0.20 | 0.54 | 0.67 | 0.73 | 0.74 | 0.77 | 0.80 | 0.97 | 0.98 | 0.84 | 0.80 | 0.94 | 1.10 | 1.29 | 1.23 | 1.34 | 1.27 | 1.41 | 0.97 | 0.96 | 0.74 | 0.94 | 0.85 | 0.94 | 0.69 | 0.55 | 0.65 | 0.47 | 0.28 | 0.62 | 0.46 | 0.60 | 0.40 | 0.79 | 0.86 | 2.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/06/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASY (Casey's General Stores, Inc.) |
-27.87%
Aug 1987 – Aug 1990 |
-10.76%
Dec 1985 – Dec 1990 |
3.84%
Apr 1998 – Apr 2008 |
6.86%
Jul 1987 – Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASY (Casey's General Stores, Inc.) |
69.93%
Dec 1990 – Dec 1993 |
55.51%
Oct 1990 – Oct 1995 |
28.64%
Dec 1990 – Dec 2000 |
23.53%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart