Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSDA (Jones Soda Co) | 0.00% | 40.00% | 10.06% | -10.95% | -8.08% | -8.43% | -16.37% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSDA (Jones Soda Co) | 06/21/1999 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.00 | 10.06 | -10.95 | -8.08 | -8.43 | -16.37 | … | … | 0.00 | 75.00 | 28.57 | -44.44 | -63.01 | 216.02 | -20.34 | 23.40 | -35.62 | -18.89 | 17.49 | 9.43 | -27.08 | 60.00 | -18.92 | -68.91 | 176.74 | 34.38 | -95.70 | -39.51 | 127.78 | 56.52 | 65.07 | 808.70 | -62.90 | 58.97 | -46.58 | -1.35 |
| Sharpe Ratio | NA | 0.28 | 0.07 | -0.17 | -0.12 | NA | NA | … | … | -0.21 | 0.77 | 0.24 | -0.60 | -0.66 | 2.24 | -0.28 | 0.00 | -0.74 | -0.83 | -0.31 | -0.13 | -0.68 | 0.56 | -0.37 | -1.22 | 1.25 | 0.13 | -0.94 | -0.79 | 2.09 | 0.73 | 0.78 | 6.74 | -0.52 | 0.33 | -0.80 | 0.40 |
| Standard Deviation(%) | NA | 96.15 | 88.96 | 92.04 | 85.09 | NA | NA | … | … | 89.73 | 95.66 | 92.08 | 81.44 | 97.67 | 96.46 | 72.86 | 104.32 | 76.92 | 45.86 | 53.43 | 68.03 | 67.52 | 74.34 | 101.33 | 71.44 | 126.58 | 123.97 | 122.95 | 78.65 | 50.65 | 48.71 | 58.68 | 117.13 | 158.81 | 115.32 | 144.07 | 90.00 |
| Draw Down(%) | NA | 43.59 | 69.81 | 90.97 | 90.97 | NA | NA | … | … | 35.90 | 50.00 | 69.81 | 60.61 | 73.97 | 54.17 | 58.06 | 66.36 | 53.00 | 33.33 | 50.00 | 28.23 | 49.21 | 52.27 | 72.59 | 79.10 | 54.95 | 69.29 | 95.83 | 81.17 | 30.80 | 45.72 | 29.29 | 43.48 | 72.58 | 50.00 | 62.00 | 44.71 |
| 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 |
Data as of 06/05/2026, Common starting date is 06/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDA (Jones Soda Co) |
-68.37%
Mar 2007 – Mar 2010 |
-56.31%
May 2007 – May 2012 |
-32.26%
Apr 2007 – Apr 2017 |
-25.45%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDA (Jones Soda Co) |
216.59%
Mar 2003 – Mar 2006 |
122.73%
Sep 2002 – Sep 2007 |
11.80%
Dec 2000 – Dec 2010 |
5.24%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart