Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) | 34.08% | -35.86% | -27.08% | -23.48% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) | 09/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | -35.86 | -27.08 | -23.48 | NA | NA | NA | … | … | 34.08 | -50.94 | -27.92 | -14.02 | -22.66 | -0.85 | -2.43 |
| Sharpe Ratio | NA | -0.80 | -0.61 | -0.56 | NA | NA | NA | … | … | 1.96 | -0.93 | -0.65 | -0.49 | -0.58 | -0.03 | -0.16 |
| Standard Deviation(%) | NA | 54.78 | 51.07 | 45.97 | NA | NA | NA | … | … | 54.46 | 57.98 | 48.89 | 36.34 | 41.99 | 30.84 | 45.95 |
| Draw Down(%) | NA | 64.96 | 72.92 | 81.27 | NA | NA | NA | … | … | 26.64 | 64.96 | 54.99 | 46.07 | 37.86 | 31.80 | 20.73 |
| Yield(%) | 0.00 | 1.86 | 2.47 | 2.20 | 1.28 | 0.85 | 0.64 | … | … | 1.86 | 1.82 | 4.01 | 5.51 | 3.95 | 1.82 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) |
-34.65%
Mar 2023 – Mar 2026 |
-27.65%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) |
-5.47%
Jun 2022 – Jun 2025 |
-18.55%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart