Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GO (Grocery Outlet Holding Corp.) | -16.24% | -37.89% | -32.80% | -24.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GO (Grocery Outlet Holding Corp.) | 06/21/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | -37.89 | -32.80 | -24.08 | NA | NA | NA | … | … | -16.24 | -34.21 | -42.62 | -7.64 | 3.22 | -27.95 | 20.96 | 13.46 |
| Sharpe Ratio | NA | -0.63 | -0.66 | -0.54 | NA | NA | NA | … | … | -0.51 | -0.56 | -1.01 | -0.42 | 0.04 | -0.70 | 0.49 | 0.61 |
| Standard Deviation(%) | NA | 64.95 | 55.86 | 49.21 | NA | NA | NA | … | … | 72.11 | 66.94 | 48.92 | 28.37 | 41.08 | 39.80 | 42.09 | 42.26 |
| Draw Down(%) | NA | 68.97 | 83.30 | 87.29 | NA | NA | NA | … | … | 44.11 | 47.05 | 52.07 | 24.05 | 37.36 | 53.95 | 21.05 | 34.67 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GO (Grocery Outlet Holding Corp.) |
-37.05%
Mar 2023 – Mar 2026 |
-28.18%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GO (Grocery Outlet Holding Corp.) |
3.14%
Jul 2019 – Jul 2022 |
-8.71%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart