Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLTH (Duluth Holdings Inc.) | 64.90% | 53.12% | -16.82% | -26.84% | -18.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLTH (Duluth Holdings Inc.) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.46 | 53.12 | -16.82 | -26.84 | -18.38 | NA | NA | … | … | 64.90 | -31.72 | -43.68 | -12.94 | -59.29 | 43.75 | 0.28 | -59.10 | 41.34 | -29.72 | 74.09 | 3.04 |
| Sharpe Ratio | NA | 0.83 | -0.28 | -0.49 | -0.34 | NA | NA | … | … | 2.77 | -0.39 | -1.17 | -0.39 | -1.21 | 0.84 | 0.00 | -0.97 | 0.80 | -0.68 | 1.35 | 0.70 |
| Standard Deviation(%) | NA | 91.09 | 67.15 | 60.61 | 60.43 | NA | NA | … | … | 78.81 | 89.99 | 43.27 | 44.27 | 50.32 | 52.01 | 83.38 | 62.92 | 50.10 | 44.74 | 54.49 | 47.89 |
| Draw Down(%) | NA | 50.24 | 78.23 | 91.91 | 95.56 | NA | NA | … | … | 19.07 | 49.28 | 44.10 | 36.77 | 63.71 | 34.19 | 68.47 | 71.07 | 35.98 | 43.18 | 33.55 | 15.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTH (Duluth Holdings Inc.) |
-47.82%
Apr 2022 – Apr 2025 |
-31.23%
Feb 2021 – Feb 2026 |
-18.68%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTH (Duluth Holdings Inc.) |
20.03%
Dec 2015 – Dec 2018 |
-2.77%
Mar 2016 – Mar 2021 |
-16.63%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart