Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENK (GEN Restaurant Group, Inc.) | -9.00% | -52.72% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENK (GEN Restaurant Group, Inc.) | 06/27/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.25 | -52.72 | NA | NA | NA | NA | NA | … | … | -9.00 | -67.55 | -4.47 | 0.00 |
| Sharpe Ratio | NA | -0.53 | NA | NA | NA | NA | NA | … | … | -0.09 | -1.04 | -0.12 | NA |
| Standard Deviation(%) | NA | 71.76 | NA | NA | NA | NA | NA | … | … | 82.50 | 68.10 | 64.79 | 79.95 |
| Draw Down(%) | NA | 69.00 | NA | NA | NA | NA | NA | … | … | 45.72 | 70.83 | 44.41 | 66.77 |
| Yield(%) | 0.00 | 0.73 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.39 | 0.00 | NA |
Data as of 06/05/2026, Common starting date is 06/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENK (GEN Restaurant Group, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENK (GEN Restaurant Group, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart