Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HELE (Helen of Troy Limited) | 17.79% | -10.32% | -35.93% | -34.44% | -13.25% | -1.28% | 1.41% | … | … |
Data as of 06/04/2026, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HELE (Helen of Troy Limited) | 03/27/1990 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.71 | -10.32 | -35.93 | -34.44 | -13.25 | -1.28 | 1.41 | … | … | 17.79 | -64.67 | -49.89 | 8.93 | -54.63 | 10.03 | 23.58 | 37.06 | 36.15 | 14.09 | -10.40 | 44.87 | 31.75 | 47.76 | 8.86 | 3.23 | 21.59 | 40.90 | 1.28 | -29.35 | 50.59 | -52.07 | 45.25 | 98.80 | -6.20 | 154.56 | -32.76 | -50.64 | -8.91 | 46.59 | 109.52 | 23.53 | 9.68 | -11.43 | 56.72 | 94.20 | -36.11 |
| Sharpe Ratio | NA | -0.02 | -0.66 | -0.69 | -0.31 | NA | NA | … | … | 1.37 | -0.93 | -1.12 | 0.10 | -1.29 | 0.33 | 0.46 | 1.05 | 1.38 | 0.53 | -0.42 | 1.49 | 1.06 | 2.24 | 0.29 | 0.07 | 0.52 | 0.70 | 0.01 | -0.79 | 1.68 | -1.59 | 1.10 | 2.23 | -0.15 | 2.00 | -0.55 | -0.96 | -0.19 | 0.89 | 2.12 | 0.66 | 0.18 | -0.32 | 1.30 | 2.31 | -1.09 |
| Standard Deviation(%) | NA | 66.97 | 58.32 | 52.24 | 44.25 | NA | NA | … | … | 58.03 | 73.45 | 50.77 | 46.20 | 43.51 | 30.47 | 50.70 | 33.90 | 25.30 | 25.53 | 25.06 | 30.05 | 29.90 | 21.32 | 31.07 | 44.20 | 41.39 | 58.69 | 63.06 | 41.08 | 28.35 | 34.03 | 40.17 | 44.03 | 47.99 | 78.01 | 67.39 | 56.31 | 65.58 | 48.25 | 49.47 | 29.77 | 36.94 | 42.64 | 41.46 | 38.93 | 45.38 |
| Draw Down(%) | NA | 58.26 | 90.21 | 94.55 | 94.72 | NA | NA | … | … | 36.21 | 74.29 | 61.60 | 34.14 | 65.73 | 21.61 | 45.07 | 18.38 | 16.06 | 14.09 | 25.99 | 17.30 | 25.43 | 10.43 | 20.26 | 34.80 | 26.52 | 51.55 | 43.35 | 42.85 | 24.35 | 52.27 | 33.27 | 24.87 | 42.94 | 43.39 | 54.22 | 62.82 | 50.49 | 40.59 | 30.24 | 15.29 | 22.06 | 36.14 | 21.72 | 18.84 | 58.06 |
| 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 | 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELE (Helen of Troy Limited) |
-49.36%
Apr 2022 – Apr 2025 |
-41.62%
Jan 2021 – Jan 2026 |
-17.90%
Mar 2016 – Mar 2026 |
-4.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELE (Helen of Troy Limited) |
76.66%
Mar 2001 – Mar 2004 |
45.77%
Jul 1993 – Jul 1998 |
27.29%
Feb 2009 – Feb 2019 |
23.71%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart