Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPI (Group 1 Automotive, Inc.) | -1.06% | 28.33% | 35.29% | 38.25% | 17.21% | 20.65% | 15.22% | 14.62% |
Data as of 07/24/2025, AR inception is 10/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPI (Group 1 Automotive, Inc.) | 10/30/1997 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 28.33 | 35.29 | 38.25 | 17.21 | 20.65 | 15.22 | 14.62 | -1.06 | 39.10 | 70.18 | -6.85 | 50.05 | 31.93 | 92.42 | -24.56 | -8.56 | 4.49 | -14.69 | 27.32 | 15.70 | 20.96 | 25.46 | 47.68 | 163.23 | -53.63 | -53.36 | 66.45 | -0.22 | -12.96 | 51.55 | -16.24 | 204.11 | -32.74 | -46.39 | 186.90 | -28.22 |
| Sharpe Ratio | NA | 0.83 | 0.91 | 0.98 | 0.34 | NA | NA | 0.26 | -0.19 | 1.12 | 2.05 | -0.18 | 1.08 | 0.37 | 2.75 | -0.72 | -0.27 | 0.11 | -0.53 | 0.96 | 0.61 | 0.72 | 0.59 | 0.91 | 2.00 | -0.55 | -1.62 | 1.56 | -0.10 | -0.59 | 1.41 | -0.32 | 2.86 | -0.59 | -0.93 | 3.50 | -1.32 |
| Standard Deviation(%) | NA | 36.16 | 35.21 | 41.31 | 44.87 | NA | NA | 49.44 | 38.57 | 31.63 | 32.83 | 45.66 | 46.42 | 86.06 | 33.12 | 36.12 | 33.98 | 39.95 | 27.69 | 28.48 | 25.64 | 29.40 | 43.07 | 52.09 | 81.37 | 98.57 | 34.93 | 40.60 | 24.90 | 23.54 | 36.11 | 55.10 | 72.42 | 62.78 | 53.74 | 52.38 | 68.39 |
| Draw Down(%) | NA | 23.01 | 27.63 | 32.52 | 70.25 | NA | NA | 90.68 | 23.01 | 14.73 | 16.07 | 28.31 | 17.48 | 70.08 | 18.24 | 39.25 | 36.12 | 35.83 | 22.67 | 20.67 | 22.93 | 24.90 | 31.24 | 40.53 | 35.87 | 80.34 | 55.83 | 29.86 | 23.68 | 30.25 | 26.09 | 62.27 | 39.28 | 50.76 | 55.39 | 37.41 | 41.70 |
| Yield(%) | 0.00 | 0.60 | 1.06 | 1.83 | 1.35 | 3.60 | 2.89 | 5.00 | 0.24 | 0.62 | 1.00 | 0.79 | 1.07 | 0.60 | 2.01 | 1.43 | 1.22 | 1.22 | 0.93 | 1.00 | 1.04 | 1.17 | 1.12 | 0.34 | 0.00 | 1.99 | 1.09 | 1.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 10/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPI (Group 1 Automotive, Inc.) |
-33.53%
Feb 2006 - Feb 2009 |
-22.21%
Jan 2004 - Jan 2009 |
-9.53%
Jan 1999 - Jan 2009 |
3.08%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPI (Group 1 Automotive, Inc.) |
75.71%
Jan 2009 - Jan 2012 |
54.89%
Mar 2020 - Mar 2025 |
20.92%
Jan 2009 - Jan 2019 |
26.06%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart