Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOXF (Fox Factory Holding Corp.) | 3.74% | -32.10% | -41.99% | -34.77% | 0.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOXF (Fox Factory Holding Corp.) | 08/08/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.74 | -32.10 | -41.99 | -34.77 | 0.41 | NA | NA | … | … | 3.74 | -41.39 | -56.11 | -26.03 | -46.37 | 60.91 | 51.95 | 18.18 | 51.53 | 40.00 | 67.88 | 1.85 | -7.89 | -5.32 |
| Sharpe Ratio | NA | -0.56 | -0.80 | -0.72 | -0.01 | NA | NA | … | … | 0.24 | -0.73 | -1.10 | -0.62 | -0.90 | 1.70 | 0.69 | 0.53 | 1.16 | 1.45 | 2.11 | 0.07 | -0.28 | -0.36 |
| Standard Deviation(%) | NA | 54.61 | 56.30 | 52.36 | 49.17 | NA | NA | … | … | 47.93 | 61.16 | 57.55 | 48.89 | 53.12 | 35.83 | 74.69 | 31.84 | 43.41 | 27.29 | 31.93 | 25.34 | 28.17 | 36.06 |
| Draw Down(%) | NA | 56.63 | 88.55 | 92.98 | 92.98 | NA | NA | … | … | 22.62 | 56.63 | 58.15 | 55.82 | 58.88 | 17.52 | 52.55 | 30.79 | 29.74 | 16.63 | 14.46 | 14.71 | 28.62 | 19.26 |
| 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 |
Data as of 06/04/2026, Common starting date is 08/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOXF (Fox Factory Holding Corp.) |
-48.62%
Mar 2023 – Mar 2026 |
-35.02%
Apr 2021 – Apr 2026 |
-1.82%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOXF (Fox Factory Holding Corp.) |
68.10%
Jun 2016 – Jun 2019 |
56.35%
May 2016 – May 2021 |
17.79%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart