Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LESL (Leslie’s, Inc.) 223.03% -66.69% -70.35% -61.06% NA NA NA
Data as of 06/04/2026, Common starting date is 10/30/2020
More Performance Analytics Comparison
Name Start Date End Date
LESL (Leslie’s, Inc.) 10/30/2020 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
Annualized Return (%) 21.41 -66.69 -70.35 -61.06 NA NA NA 223.03 -96.26 -67.73 -43.41 -48.39 -14.74 26.31
Sharpe Ratio NA -0.50 -0.65 -0.69 NA NA NA 3.55 -0.89 -0.74 -0.66 -0.98 -0.31 4.74
Standard Deviation(%) NA 153.72 116.44 95.27 NA NA NA 190.74 111.91 95.78 71.24 51.17 47.50 64.62
Draw Down(%) NA 94.25 99.58 99.85 NA NA NA 52.33 96.41 74.82 73.44 50.41 36.18 20.60
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
Data as of 06/04/2026, Common starting date is 10/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LESL (Leslie's, Inc.) -83.66%
Feb 2023 – Feb 2026
-70.42%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LESL (Leslie's, Inc.) -31.22%
Feb 2021 – Feb 2024
-62.74%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return