Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVE (Five Below, Inc.) | 2.02% | 58.50% | 1.29% | 0.20% | 15.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVE (Five Below, Inc.) | 07/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.55 | 58.50 | 1.29 | 0.20 | 15.99 | NA | NA | … | … | 2.02 | 80.92 | -48.78 | 20.52 | -14.51 | 18.24 | 36.85 | 22.59 | 54.28 | 65.97 | 24.49 | -21.38 | -5.49 | 34.83 | 20.91 |
| Sharpe Ratio | NA | 2.52 | 0.11 | 0.04 | 0.36 | NA | NA | … | … | 1.46 | 1.34 | -1.03 | 0.54 | -0.30 | 0.47 | 0.53 | 0.60 | 1.24 | 2.26 | 0.72 | -0.53 | -0.15 | 0.93 | 1.10 |
| Standard Deviation(%) | NA | 36.62 | 50.35 | 48.41 | 46.43 | NA | NA | … | … | 38.25 | 59.49 | 53.82 | 30.20 | 53.41 | 38.79 | 68.82 | 35.37 | 42.74 | 29.04 | 33.69 | 40.30 | 37.77 | 37.24 | 48.32 |
| Draw Down(%) | NA | 15.97 | 74.13 | 76.40 | 76.40 | NA | NA | … | … | 15.97 | 46.88 | 69.85 | 32.77 | 45.60 | 29.32 | 59.12 | 29.20 | 33.03 | 14.88 | 31.95 | 36.97 | 23.59 | 22.22 | 28.20 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVE (Five Below, Inc.) |
-29.23%
Aug 2021 – Aug 2024 |
-9.30%
Aug 2019 – Aug 2024 |
6.40%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVE (Five Below, Inc.) |
57.04%
Sep 2015 – Sep 2018 |
41.05%
Nov 2015 – Nov 2020 |
19.40%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart