Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JWN (Nordstrom, Inc.) | 2.91% | 20.78% | 9.46% | 13.12% | -7.23% | 0.32% | 1.82% | 10.82% |
Data as of 05/20/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JWN (Nordstrom, Inc.) | 03/17/1980 | 05/20/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 20.78 | 9.46 | 13.12 | -7.23 | 0.32 | 1.82 | 10.82 | 2.91 | 35.73 | 19.92 | -26.18 | -27.52 | -22.76 | -8.38 | 1.14 | 2.30 | -0.82 | -31.38 | 30.97 | 17.92 | 9.80 | 19.73 | 15.15 | 190.82 | -62.62 | -24.68 | 33.34 | 61.71 | 37.87 | 84.23 | -4.57 | 13.33 | -29.62 | -24.14 | 14.91 | 70.37 | -12.50 | -3.57 | 27.27 | -14.84 | 7.64 | 61.80 | -40.27 | 23.14 | 53.16 | -5.39 | 74.87 | 54.03 | -13.29 | 47.42 | 53.97 | 40.00 | 52.54 |
| Sharpe Ratio | NA | 0.51 | 0.10 | 0.17 | -0.16 | NA | NA | 0.18 | 0.56 | 0.68 | 0.30 | -0.39 | -0.43 | -0.24 | -0.23 | 0.00 | 0.05 | -0.03 | -1.14 | 1.37 | 1.04 | 0.44 | 0.54 | 0.41 | 2.94 | -0.87 | -0.77 | 0.99 | 1.92 | 1.30 | 2.67 | -0.12 | 0.25 | -0.56 | -0.53 | 0.19 | 1.98 | -0.47 | -0.25 | 0.63 | -0.41 | 0.13 | 1.16 | -0.98 | 0.70 | 1.25 | -0.18 | 2.04 | 1.92 | -0.68 | 1.61 | 1.63 | 0.99 | 1.88 |
| Standard Deviation(%) | NA | 28.47 | 49.58 | 60.55 | 54.17 | NA | NA | 43.61 | 8.72 | 42.94 | 53.05 | 71.11 | 63.99 | 94.07 | 42.04 | 39.11 | 36.01 | 38.62 | 27.58 | 22.53 | 17.23 | 22.24 | 36.23 | 36.86 | 64.97 | 73.08 | 36.28 | 30.40 | 30.94 | 28.36 | 31.27 | 49.10 | 45.54 | 60.58 | 51.69 | 60.06 | 33.65 | 33.43 | 29.25 | 38.33 | 41.47 | 41.22 | 49.80 | 46.29 | 25.05 | 38.48 | 53.61 | 34.54 | 25.44 | 29.16 | 25.50 | 28.41 | 30.02 | 33.28 |
| Draw Down(%) | NA | 11.46 | 49.83 | 69.39 | 81.40 | NA | NA | 86.56 | 5.52 | 22.04 | 48.64 | 44.58 | 57.20 | 71.70 | 47.96 | 34.03 | 22.08 | 37.85 | 34.13 | 10.92 | 10.98 | 17.74 | 27.69 | 36.68 | 28.79 | 80.06 | 48.44 | 23.44 | 16.77 | 19.76 | 18.23 | 40.73 | 38.26 | 57.23 | 50.92 | 43.79 | 19.63 | 32.98 | 19.94 | 21.16 | 41.21 | 39.41 | 38.94 | 54.19 | 20.71 | 19.40 | 56.17 | 21.57 | 19.42 | 29.18 | 23.37 | 15.75 | 26.49 | 24.49 |
| Yield(%) | 0.00 | 3.60 | 3.59 | 3.27 | 1.97 | 3.62 | 3.82 | 28.83 | 0.79 | 4.16 | 4.82 | 3.17 | 0.00 | 0.92 | 3.12 | 3.01 | 3.11 | 2.95 | 8.08 | 2.13 | 2.24 | 2.17 | 2.12 | 2.00 | 4.40 | 1.81 | 1.05 | 1.11 | 1.38 | 1.44 | 2.10 | 1.91 | 1.97 | 1.36 | 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 05/20/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWN (Nordstrom, Inc.) |
-34.80%
Sep 2017 - Sep 2020 |
-26.98%
Sep 2015 - Sep 2020 |
-10.72%
Oct 2013 - Oct 2023 |
-4.14%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWN (Nordstrom, Inc.) |
74.98%
Jul 1984 - Jul 1987 |
55.80%
Jun 1982 - Jun 1987 |
32.05%
Jun 1980 - Jun 1990 |
21.89%
Jun 1980 - Jun 1995 |
Annualized Rolling Returns Comparison Chart