Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNUT (Krispy Kreme, Inc.) | -18.66% | 10.10% | -39.76% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNUT (Krispy Kreme, Inc.) | 07/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.39 | 10.10 | -39.76 | NA | NA | NA | NA | … | … | -18.66 | -56.37 | -33.44 | 47.93 | -44.84 | -0.75 |
| Sharpe Ratio | NA | 0.25 | -0.66 | NA | NA | NA | NA | … | … | -0.47 | -0.74 | -0.76 | 1.38 | -1.04 | -0.02 |
| Standard Deviation(%) | NA | 69.41 | 61.88 | NA | NA | NA | NA | … | … | 64.29 | 80.71 | 52.38 | 31.88 | 44.43 | 66.37 |
| Draw Down(%) | NA | 37.87 | 84.87 | NA | NA | NA | NA | … | … | 34.09 | 73.80 | 46.67 | 26.46 | 44.84 | 33.70 |
| Yield(%) | 0.00 | 0.00 | 0.61 | 0.55 | 0.27 | 0.18 | 0.14 | … | … | 0.00 | 0.72 | 0.95 | 1.34 | 0.75 | 0.18 |
Data as of 06/04/2026, Common starting date is 07/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNUT (Krispy Kreme, Inc.) |
-41.22%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNUT (Krispy Kreme, Inc.) |
-2.65%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart