Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRI (Darden Restaurants, Inc.) | 6.73% | -7.80% | 9.82% | 11.18% | 14.45% | 15.13% | 13.49% | … | … |
Data as of 06/04/2026, Common starting date is 05/09/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRI (Darden Restaurants, Inc.) | 05/09/1995 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.38 | -7.80 | 9.82 | 11.18 | 14.45 | 15.13 | 13.49 | … | … | 6.73 | 1.56 | 17.70 | 22.83 | -4.84 | 29.48 | 10.45 | 12.29 | 6.89 | 37.06 | 18.19 | 40.49 | 12.74 | 26.02 | 2.58 | 1.31 | 36.26 | 27.96 | 4.47 | -30.07 | 4.44 | 41.28 | 32.28 | 3.33 | -42.07 | 55.22 | 26.72 | 0.69 | 44.00 | 42.86 | -26.32 | 21.79 |
| Sharpe Ratio | NA | -0.17 | 0.34 | 0.31 | 0.37 | NA | NA | … | … | 1.09 | -0.05 | 0.52 | 1.09 | -0.18 | 0.94 | 0.12 | 0.52 | 0.20 | 1.74 | 0.85 | 1.54 | 0.60 | 1.24 | 0.11 | 0.04 | 1.39 | 0.60 | 0.05 | -0.94 | 0.04 | 1.38 | 1.22 | 0.07 | -0.76 | 1.46 | 0.50 | -0.07 | 1.27 | 1.11 | -0.94 | 1.00 |
| Standard Deviation(%) | NA | 24.79 | 24.88 | 27.26 | 35.78 | NA | NA | … | … | 28.31 | 25.02 | 26.88 | 17.72 | 34.15 | 31.19 | 82.53 | 20.69 | 27.27 | 21.06 | 21.15 | 26.26 | 21.14 | 21.00 | 23.06 | 31.42 | 26.11 | 46.28 | 66.08 | 35.48 | 25.63 | 28.24 | 25.56 | 38.63 | 56.53 | 36.87 | 44.58 | 38.99 | 31.96 | 35.28 | 31.59 | 31.77 |
| Draw Down(%) | NA | 23.92 | 23.92 | 28.38 | 72.80 | NA | NA | … | … | 12.82 | 23.92 | 20.05 | 21.45 | 25.03 | 13.88 | 72.10 | 14.67 | 18.43 | 16.29 | 11.87 | 17.42 | 16.77 | 15.34 | 21.62 | 22.56 | 22.74 | 23.55 | 63.32 | 41.51 | 21.74 | 17.27 | 23.40 | 26.64 | 57.84 | 24.95 | 33.44 | 32.80 | 20.21 | 21.43 | 45.05 | 13.19 |
| Yield(%) | 0.00 | 2.77 | 3.49 | 3.89 | 5.74 | 7.50 | 8.22 | … | … | 1.60 | 3.11 | 3.34 | 3.60 | 3.11 | 2.97 | 1.05 | 3.26 | 2.87 | 4.18 | 3.38 | 3.77 | 4.13 | 4.63 | 4.17 | 3.21 | 3.26 | 3.05 | 2.85 | 1.46 | 1.19 | 0.88 | 0.38 | 0.37 | 0.29 | 0.35 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/09/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRI (Darden Restaurants, Inc.) |
-18.66%
Nov 2005 – Nov 2008 |
-1.22%
Nov 2003 – Nov 2008 |
2.25%
Nov 1998 – Nov 2008 |
7.03%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRI (Darden Restaurants, Inc.) |
45.13%
Mar 2020 – Mar 2023 |
42.49%
Feb 1997 – Feb 2002 |
26.73%
Nov 2008 – Nov 2018 |
20.91%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart