Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMX (CarMax, Inc.) | 21.43% | -28.81% | -14.57% | -16.28% | -1.01% | 3.65% | 5.68% | … | … |
Data as of 06/04/2026, Common starting date is 02/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMX (CarMax, Inc.) | 02/04/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.88 | -28.81 | -14.57 | -16.28 | -1.01 | 3.65 | 5.68 | … | … | 21.43 | -51.97 | 9.16 | 26.03 | -53.24 | 37.87 | 7.74 | 39.76 | -2.18 | -0.40 | 19.31 | -18.94 | 41.60 | 25.25 | 23.16 | -4.39 | 31.46 | 207.74 | -60.10 | -26.35 | 93.75 | -10.85 | 0.39 | 72.99 | -21.37 | 477.52 | 70.27 | -56.98 | -40.28 | -57.40 |
| Sharpe Ratio | NA | -0.57 | -0.41 | -0.44 | -0.08 | NA | NA | … | … | 0.77 | -1.03 | 0.08 | 0.52 | -1.02 | 1.07 | 0.13 | 0.63 | -0.83 | -0.85 | -0.41 | -1.46 | 0.74 | 0.27 | 0.16 | -0.60 | 0.35 | 3.01 | -1.20 | -1.19 | 2.41 | -0.95 | -0.49 | 1.05 | -0.67 | 6.33 | 0.02 | -0.41 | -0.09 | -2.27 |
| Standard Deviation(%) | NA | 55.53 | 44.70 | 45.52 | 41.29 | NA | NA | … | … | 51.87 | 53.95 | 32.56 | 42.27 | 53.55 | 35.48 | 58.46 | 26.30 | 28.70 | 23.32 | 35.70 | 25.71 | 31.22 | 24.72 | 28.83 | 38.23 | 36.73 | 62.79 | 66.23 | 40.84 | 29.78 | 33.44 | 38.95 | 50.98 | 61.64 | 74.66 | 88.10 | 78.27 | 74.56 | 44.78 |
| Draw Down(%) | NA | 56.85 | 65.38 | 80.06 | 80.06 | NA | NA | … | … | 26.10 | 65.38 | 22.84 | 29.95 | 57.24 | 18.43 | 56.56 | 12.93 | 29.70 | 19.29 | 21.90 | 30.92 | 18.26 | 11.54 | 27.90 | 36.44 | 28.74 | 26.70 | 72.91 | 35.44 | 17.25 | 26.37 | 47.87 | 33.70 | 59.16 | 51.20 | 43.55 | 72.38 | 72.43 | 58.28 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMX (CarMax, Inc.) |
-44.51%
Apr 1997 – Apr 2000 |
-21.66%
Apr 2021 – Apr 2026 |
-3.86%
Nov 2015 – Nov 2025 |
0.84%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMX (CarMax, Inc.) |
120.47%
Jul 2000 – Jul 2003 |
82.61%
Feb 2000 – Feb 2005 |
38.73%
Jan 2000 – Jan 2010 |
34.21%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart