Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KTB (Kontoor Brands Inc) | 32.24% | 26.88% | 27.68% | 8.84% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTB (Kontoor Brands Inc) | 05/28/2019 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.46 | 26.88 | 27.68 | 8.84 | NA | NA | NA | … | … | 32.24 | -26.31 | 40.69 | 62.60 | -18.25 | 30.25 | -0.90 | 19.29 |
| Sharpe Ratio | NA | 0.49 | 0.57 | 0.13 | NA | NA | NA | … | … | 1.55 | -0.60 | 1.14 | 1.49 | -0.40 | 0.70 | -0.02 | 0.66 |
| Standard Deviation(%) | NA | 49.17 | 42.83 | 43.73 | NA | NA | NA | … | … | 54.09 | 48.43 | 32.56 | 39.88 | 48.96 | 43.23 | 76.05 | 49.79 |
| Draw Down(%) | NA | 32.91 | 44.92 | 48.75 | NA | NA | NA | … | … | 21.69 | 44.92 | 14.40 | 28.32 | 38.30 | 28.52 | 67.20 | 27.98 |
| Yield(%) | 0.76 | 3.27 | 4.89 | 3.16 | 3.50 | 2.34 | 1.75 | … | … | 1.72 | 2.46 | 3.27 | 4.88 | 3.63 | 4.24 | 2.30 | 3.09 |
Data as of 06/12/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTB (Kontoor Brands Inc) |
1.46%
Oct 2019 – Oct 2022 |
5.95%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTB (Kontoor Brands Inc) |
43.34%
May 2020 – May 2023 |
40.74%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart