Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBI (Designer Brands Inc.) | 23.75% | 163.28% | 16.16% | -8.54% | -5.18% | -3.15% | -0.17% | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBI (Designer Brands Inc.) | 06/29/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.46 | 163.28 | 16.16 | -8.54 | -5.18 | -3.15 | -0.17 | … | … | 23.75 | 46.47 | -38.03 | -7.73 | -30.14 | 85.75 | -50.60 | -32.67 | 20.00 | -1.53 | -1.81 | -34.33 | -10.68 | 32.13 | 56.55 | 14.56 | 51.08 | 107.70 | -33.58 | -51.36 | 47.10 | 8.80 |
| Sharpe Ratio | NA | 1.41 | 0.07 | -0.22 | -0.11 | NA | NA | … | … | 0.15 | 0.46 | -0.66 | -0.16 | -0.51 | 1.28 | -0.36 | -0.74 | 0.45 | -0.05 | -0.06 | -1.17 | -0.26 | 1.47 | 1.74 | 0.30 | 1.09 | 1.71 | -0.43 | -1.27 | 1.16 | 0.39 |
| Standard Deviation(%) | NA | 86.44 | 79.26 | 72.16 | 73.71 | NA | NA | … | … | 65.37 | 94.84 | 63.22 | 72.62 | 62.08 | 67.10 | 139.82 | 46.05 | 41.85 | 43.89 | 36.65 | 29.48 | 41.55 | 21.81 | 32.87 | 48.63 | 46.62 | 62.80 | 79.84 | 42.99 | 37.83 | 39.73 |
| Draw Down(%) | NA | 41.88 | 81.72 | 87.22 | 92.29 | NA | NA | … | … | 35.50 | 61.55 | 58.82 | 43.44 | 50.32 | 40.32 | 80.92 | 51.17 | 32.17 | 29.24 | 31.76 | 44.06 | 45.06 | 11.32 | 14.74 | 31.64 | 31.99 | 46.47 | 60.80 | 61.12 | 27.37 | 34.67 |
| Yield(%) | 0.00 | 5.51 | 3.11 | 1.06 | 2.08 | 2.55 | 2.99 | … | … | 0.70 | 3.77 | 2.22 | 2.17 | 1.37 | 0.00 | 0.62 | 4.01 | 4.59 | 3.79 | 3.30 | 2.15 | 1.74 | 1.89 | 8.00 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBI (Designer Brands Inc.) |
-41.76%
Jun 2022 – Jun 2025 |
-30.18%
Mar 2015 – Mar 2020 |
-20.96%
Jun 2015 – Jun 2025 |
-8.30%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBI (Designer Brands Inc.) |
87.20%
Feb 2009 – Feb 2012 |
57.34%
Nov 2008 – Nov 2013 |
24.12%
Feb 2009 – Feb 2019 |
8.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart