Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARM (Farmer Bros. Co.) | -12.33% | -26.86% | -22.31% | -34.55% | -27.10% | -13.88% | -12.69% | … | … |
Data as of 05/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARM (Farmer Bros. Co.) | 03/17/1980 | 05/04/2026 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | -26.86 | -22.31 | -34.55 | -27.10 | -13.88 | -12.69 | … | … | -12.33 | -16.67 | -42.16 | -33.62 | -38.12 | 59.53 | -68.99 | -35.45 | -27.43 | -12.40 | 13.73 | 9.58 | 26.61 | 61.19 | 88.87 | -56.89 | -7.34 | -19.12 | 10.60 | 9.84 | 12.58 | -18.78 | -21.81 | 2.78 | 17.90 | 29.66 | 32.85 | -25.70 | 14.44 | 23.03 | 11.76 | 9.68 | -12.06 | 19.49 | 12.38 | 22.09 | -7.53 | 45.31 | 16.36 | 7.84 | 7.37 | 39.71 | 6.25 | 3.23 | 11.71 | -9.76 | 83.58 |
| Sharpe Ratio | NA | -0.54 | -0.36 | -0.57 | -0.48 | NA | NA | … | … | -0.75 | -0.28 | -0.84 | -0.47 | -0.66 | 0.89 | -0.79 | -0.72 | -1.00 | -0.43 | 0.38 | 0.23 | 0.74 | 1.54 | 1.91 | -0.88 | -0.20 | -0.35 | 0.15 | 0.18 | 0.30 | -0.67 | -0.68 | 0.10 | 0.57 | 0.62 | 0.65 | -0.82 | 0.25 | 0.75 | 0.29 | 0.19 | -0.46 | 0.74 | 0.37 | 0.65 | -0.49 | 1.37 | 0.27 | 0.07 | 0.09 | 1.24 | -0.03 | -0.21 | 0.17 | -0.47 | 3.85 |
| Standard Deviation(%) | NA | 60.41 | 70.57 | 65.20 | 60.27 | NA | NA | … | … | 46.12 | 70.53 | 58.39 | 81.92 | 59.64 | 66.72 | 86.90 | 51.45 | 28.83 | 30.48 | 35.20 | 41.33 | 36.02 | 39.76 | 47.08 | 64.39 | 36.57 | 55.45 | 63.20 | 38.94 | 30.95 | 31.31 | 33.39 | 21.81 | 29.54 | 45.26 | 44.33 | 35.19 | 44.13 | 25.75 | 28.23 | 30.36 | 32.91 | 23.52 | 26.46 | 28.13 | 25.86 | 28.81 | 43.21 | 54.68 | 35.82 | 27.74 | 13.93 | 13.39 | 24.48 | 42.41 | 27.83 |
| Draw Down(%) | NA | 47.64 | 67.72 | 90.42 | 96.70 | NA | NA | … | … | 29.89 | 55.26 | 55.03 | 66.98 | 42.16 | 52.90 | 76.96 | 56.39 | 33.24 | 21.76 | 24.17 | 33.82 | 21.81 | 19.82 | 43.33 | 74.45 | 29.90 | 42.90 | 33.14 | 18.93 | 14.80 | 33.54 | 37.41 | 10.77 | 15.98 | 22.16 | 13.51 | 28.83 | 24.69 | 19.35 | 8.33 | 9.85 | 20.53 | 12.99 | 14.29 | 8.49 | 15.51 | 7.14 | 12.86 | 40.54 | 22.22 | 8.65 | 12.50 | 22.73 | 26.43 | 40.37 | 11.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | … | … | 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 | 0.33 | 2.25 | 1.82 | 2.03 | 2.13 | 2.08 | 1.68 | 1.23 | 1.18 | 1.25 | 1.73 | 1.92 | 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 | 0.00 |
Data as of 05/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARM (Farmer Bros. Co.) |
-53.24%
Oct 2017 – Oct 2020 |
-42.85%
May 2018 – May 2023 |
-27.10%
Apr 2016 – Apr 2026 |
-15.53%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARM (Farmer Bros. Co.) |
73.85%
Sep 2011 – Sep 2014 |
45.19%
Sep 2011 – Sep 2016 |
17.81%
May 1980 – May 1990 |
14.27%
May 1980 – May 1995 |
Annualized Rolling Returns Comparison Chart