Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLO (Flowers Foods, Inc.) | -31.06% | -52.34% | -30.03% | -18.21% | -5.18% | -0.81% | 4.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLO (Flowers Foods, Inc.) | 03/17/1980 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.19 | -52.34 | -30.03 | -18.21 | -5.18 | -0.81 | 4.57 | … | … | -31.06 | -43.63 | -4.34 | -18.63 | 7.97 | 25.63 | 7.73 | 21.80 | -0.93 | 0.22 | -3.46 | 14.87 | -8.41 | 112.10 | 26.24 | -27.30 | 16.72 | 0.50 | 6.33 | 99.05 | -0.37 | -11.28 | 24.60 | 34.08 | -51.02 | 153.46 | 2.06 | -33.42 | 16.41 | -4.36 | 77.32 | 0.34 | -5.23 | -3.77 | 22.31 | 18.18 | -27.63 | -1.30 | -1.28 | 21.24 | 3.76 | 39.85 | 24.69 | 37.14 | 71.57 | 36.61 | 36.59 |
| Sharpe Ratio | NA | -1.57 | -1.25 | -0.78 | -0.26 | NA | NA | … | … | -1.32 | -1.77 | -0.44 | -1.01 | 0.27 | 1.48 | 0.22 | 1.23 | -0.09 | -0.02 | -0.10 | 0.59 | -0.39 | 2.52 | 1.16 | -0.59 | 0.98 | 0.01 | 0.12 | 2.03 | -0.16 | -0.28 | 0.76 | 0.59 | -0.88 | 4.16 | -0.05 | -1.01 | 0.39 | -0.17 | 2.10 | -0.15 | -0.39 | -0.25 | 0.82 | 0.50 | -1.16 | -0.34 | -0.26 | 0.47 | -0.02 | 1.23 | 0.55 | 1.24 | 1.96 | 0.84 | 1.18 |
| Standard Deviation(%) | NA | 34.29 | 26.18 | 24.79 | 25.07 | NA | NA | … | … | 43.50 | 26.34 | 18.14 | 22.14 | 24.37 | 17.30 | 33.74 | 16.48 | 25.67 | 20.37 | 37.42 | 25.36 | 21.77 | 44.48 | 22.84 | 46.50 | 16.94 | 27.47 | 44.41 | 47.56 | 23.64 | 48.03 | 31.27 | 56.47 | 59.43 | 37.22 | 42.33 | 36.60 | 32.81 | 47.52 | 34.77 | 24.07 | 21.46 | 23.92 | 23.83 | 28.36 | 28.58 | 21.46 | 23.38 | 36.42 | 28.21 | 27.87 | 31.97 | 24.71 | 32.31 | 31.06 | 33.85 |
| Draw Down(%) | NA | 55.34 | 68.82 | 72.29 | 72.29 | NA | NA | … | … | 39.77 | 47.66 | 17.50 | 28.23 | 15.66 | 10.06 | 26.94 | 13.06 | 18.76 | 16.98 | 31.30 | 20.18 | 18.97 | 16.26 | 20.11 | 45.07 | 12.64 | 15.75 | 28.68 | 16.14 | 14.53 | 32.57 | 22.45 | 39.94 | 54.06 | 19.20 | 31.71 | 46.42 | 30.99 | 39.49 | 14.81 | 19.61 | 18.24 | 18.52 | 13.87 | 21.32 | 42.17 | 14.94 | 23.26 | 25.20 | 16.81 | 20.00 | 18.34 | 19.64 | 20.91 | 24.83 | 22.73 |
| Yield(%) | 0.00 | 5.95 | 3.80 | 3.66 | 4.38 | 4.97 | 6.81 | … | … | 2.29 | 4.78 | 4.13 | 3.20 | 3.24 | 3.62 | 3.72 | 4.08 | 3.67 | 3.36 | 2.91 | 2.97 | 2.26 | 2.81 | 3.37 | 3.27 | 3.24 | 2.83 | 2.51 | 2.32 | 1.66 | 1.86 | 1.84 | 2.42 | 0.19 | 0.00 | 3.47 | 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLO (Flowers Foods, Inc.) |
-29.44%
Mar 2023 – Mar 2026 |
-16.74%
May 2021 – May 2026 |
-4.76%
May 2016 – May 2026 |
-0.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLO (Flowers Foods, Inc.) |
60.34%
Feb 1982 – Feb 1985 |
44.29%
Mar 1981 – Mar 1986 |
23.74%
May 1980 – May 1990 |
18.03%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart