Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KHC (The Kraft Heinz Company) | -5.78% | -11.80% | -11.95% | -8.45% | -8.50% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KHC (The Kraft Heinz Company) | 07/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.17 | -11.80 | -11.95 | -8.45 | -8.50 | NA | NA | … | … | -5.78 | -16.31 | -12.96 | -5.04 | 18.18 | 7.98 | 13.78 | -21.14 | -42.26 | -8.40 | 23.44 | 2.07 |
| Sharpe Ratio | NA | -0.32 | -0.59 | -0.43 | -0.34 | NA | NA | … | … | -0.03 | -0.76 | -0.84 | -0.50 | 0.66 | 0.37 | 0.32 | -0.53 | -1.72 | -0.54 | 1.14 | 0.16 |
| Standard Deviation(%) | NA | 25.03 | 22.41 | 22.42 | 27.49 | NA | NA | … | … | 27.42 | 25.29 | 19.81 | 17.48 | 25.62 | 21.60 | 42.76 | 42.63 | 25.41 | 16.73 | 20.42 | 26.44 |
| Draw Down(%) | NA | 23.19 | 38.72 | 41.69 | 76.07 | NA | NA | … | … | 13.70 | 24.18 | 19.30 | 25.24 | 24.07 | 23.79 | 36.49 | 46.65 | 44.71 | 20.51 | 10.81 | 14.02 |
| Yield(%) | 0.00 | 4.49 | 4.20 | 3.46 | 2.09 | 1.88 | 1.41 | … | … | 1.64 | 5.20 | 4.20 | 3.92 | 4.43 | 4.67 | 5.06 | 3.69 | 3.25 | 2.80 | 3.23 | 2.33 |
Data as of 06/04/2026, Common starting date is 07/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KHC (The Kraft Heinz Company) |
-32.55%
Feb 2017 – Feb 2020 |
-13.49%
Oct 2015 – Oct 2020 |
-7.71%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KHC (The Kraft Heinz Company) |
21.68%
Feb 2020 – Feb 2023 |
11.74%
Aug 2019 – Aug 2024 |
-5.02%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart