Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAD (Lithia Motors, Inc.) | -12.20% | -7.42% | 6.90% | -2.29% | 14.89% | 22.13% | 13.37% | … | … |
Data as of 06/04/2026, Common starting date is 12/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAD (Lithia Motors, Inc.) | 12/18/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | -7.42 | 6.90 | -2.29 | 14.89 | 22.13 | 13.37 | … | … | -12.20 | -6.34 | 9.32 | 62.03 | -30.63 | 1.84 | 100.73 | 94.56 | -31.97 | 18.55 | -7.89 | 23.92 | 25.90 | 86.73 | 73.97 | 55.25 | 76.64 | 152.15 | -74.23 | -51.13 | -6.89 | 18.90 | 7.68 | 61.73 | -24.20 | 66.43 | -30.42 | 8.33 | 11.86 | 32.58 | 0.00 |
| Sharpe Ratio | NA | -0.28 | 0.11 | -0.15 | 0.31 | NA | NA | … | … | -0.92 | -0.25 | 0.16 | 1.44 | -0.72 | 0.05 | 1.46 | 2.80 | -1.06 | 0.56 | -0.21 | 0.84 | 0.61 | 2.67 | 1.86 | 0.95 | 1.15 | 1.44 | -0.51 | -1.17 | -0.39 | 0.54 | 0.21 | 1.27 | -0.53 | 1.51 | -0.87 | 0.12 | 0.14 | 0.63 | -0.19 |
| Standard Deviation(%) | NA | 33.08 | 36.08 | 38.65 | 40.87 | NA | NA | … | … | 32.22 | 36.86 | 34.95 | 40.82 | 44.78 | 40.22 | 68.48 | 33.22 | 31.45 | 32.18 | 39.41 | 28.57 | 42.59 | 32.48 | 40.05 | 57.88 | 66.68 | 105.25 | 146.83 | 46.40 | 26.47 | 30.93 | 32.49 | 48.05 | 47.42 | 43.19 | 39.65 | 42.05 | 60.15 | 45.47 | 21.15 |
| Draw Down(%) | NA | 31.73 | 37.79 | 51.71 | 61.16 | NA | NA | … | … | 29.26 | 29.38 | 25.91 | 29.51 | 46.84 | 32.43 | 56.87 | 11.08 | 44.69 | 22.18 | 34.76 | 15.56 | 33.46 | 15.77 | 19.64 | 37.01 | 43.42 | 55.59 | 89.30 | 56.69 | 34.79 | 19.62 | 32.35 | 31.67 | 51.12 | 42.47 | 36.36 | 30.93 | 45.07 | 25.60 | 3.30 |
| Yield(%) | 0.00 | 0.70 | 0.88 | 0.57 | 1.98 | 7.41 | 3.22 | … | … | 0.34 | 0.63 | 0.64 | 0.95 | 0.54 | 0.48 | 0.83 | 1.51 | 0.99 | 1.08 | 1.16 | 0.87 | 0.89 | 1.00 | 2.12 | 1.75 | 1.86 | 0.00 | 3.45 | 2.06 | 1.67 | 1.53 | 1.20 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAD (Lithia Motors, Inc.) |
-58.20%
Mar 2006 – Mar 2009 |
-37.65%
Mar 2004 – Mar 2009 |
-16.46%
Mar 1999 – Mar 2009 |
5.49%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAD (Lithia Motors, Inc.) |
129.21%
Mar 2009 – Mar 2012 |
99.01%
Mar 2009 – Mar 2014 |
46.64%
Mar 2009 – Mar 2019 |
39.93%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart