Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DG (Dollar General Corporation) | -21.33% | -5.50% | -11.46% | -11.50% | 2.71% | 9.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DG (Dollar General Corporation) | 11/16/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.81 | -5.50 | -11.46 | -11.50 | 2.71 | 9.18 | NA | … | … | -21.33 | 79.61 | -43.12 | -44.13 | 5.57 | 13.00 | 35.88 | 45.69 | 17.55 | 27.33 | 4.36 | 2.88 | 17.21 | 36.81 | 7.17 | 34.14 | 36.74 | -2.90 |
| Sharpe Ratio | NA | 0.37 | -0.47 | -0.33 | 0.06 | NA | NA | … | … | -1.03 | 2.05 | -0.94 | -1.32 | 0.13 | 0.63 | 1.15 | 2.11 | 0.61 | 1.16 | 0.13 | 0.13 | 0.70 | 1.48 | 0.31 | 1.24 | 1.28 | -1.05 |
| Standard Deviation(%) | NA | 37.08 | 43.23 | 37.40 | 32.41 | NA | NA | … | … | 36.02 | 37.61 | 49.68 | 36.38 | 32.92 | 20.75 | 30.87 | 20.97 | 26.57 | 23.08 | 30.83 | 21.85 | 24.68 | 24.86 | 22.93 | 27.52 | 28.53 | 20.38 |
| Draw Down(%) | NA | 34.57 | 65.39 | 72.61 | 72.61 | NA | NA | … | … | 34.57 | 17.02 | 53.85 | 58.54 | 27.58 | 18.43 | 18.44 | 8.84 | 18.31 | 12.21 | 30.51 | 25.83 | 14.90 | 10.72 | 23.20 | 13.32 | 12.91 | 7.71 |
| Yield(%) | 0.00 | 2.11 | 1.49 | 1.08 | 1.92 | 3.85 | 4.03 | … | … | 0.86 | 3.12 | 1.68 | 0.72 | 1.11 | 0.77 | 0.89 | 1.16 | 1.20 | 1.40 | 1.38 | 1.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DG (Dollar General Corporation) |
-30.52%
Dec 2021 – Dec 2024 |
-13.17%
Jan 2020 – Jan 2025 |
1.47%
Feb 2015 – Feb 2025 |
8.56%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DG (Dollar General Corporation) |
42.23%
Aug 2017 – Aug 2020 |
29.07%
Jun 2017 – Jun 2022 |
23.04%
Jul 2011 – Jul 2021 |
13.18%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart