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
LNCE (Snyder’s-Lance Inc) NA 24.77% 17.26% 17.15% 14.15% 17.56% 8.76%
Data as of 04/04/2018, Common starting date is 03/26/1990
More Performance Analytics Comparison
Name Start Date End Date
LNCE (Snyder’s-Lance Inc) 03/26/1990 04/04/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 0.00 24.77 17.26 17.15 14.15 17.56 8.76 0.12 31.55 13.97 14.47 9.14 21.73 10.15 -0.87 8.52 17.83 16.21 4.77 11.02 1.62 31.99 35.14 -13.21 18.79 34.69 -46.47 -20.62 53.65 16.37 -3.89 -16.75 0.05 13.56 7.60 -1.72
Sharpe Ratio NA 0.79 0.63 0.66 0.45 NA NA -0.42 0.99 0.49 0.61 0.40 0.93 0.43 -0.03 0.19 0.51 0.38 0.05 0.23 -0.02 0.98 0.97 -0.39 0.39 0.74 -1.32 -0.69 1.62 0.56 -0.25 -0.58 -0.07 0.41 0.11 -0.21
Standard Deviation(%) NA 30.23 26.96 25.60 30.93 NA NA 1.44 31.23 27.95 23.58 22.65 23.34 23.90 32.66 44.15 34.98 40.30 35.34 34.35 30.79 31.81 35.66 36.81 42.82 41.56 37.58 34.58 30.73 22.72 30.59 33.70 26.96 26.76 36.34 35.49
Draw Down(%) NA 19.03 26.10 26.10 40.89 NA NA 0.64 19.03 19.51 11.59 12.37 16.33 15.97 27.82 39.65 18.00 28.20 27.44 27.88 21.69 20.59 40.37 31.42 24.53 19.33 52.37 28.13 15.03 14.58 18.12 24.65 18.16 15.67 23.79 28.73
Yield(%) 0.00 1.59 1.98 2.58 5.09 11.06 3.82 0.32 1.66 1.93 2.14 2.29 2.57 2.82 2.65 16.31 2.85 3.19 3.15 3.37 3.35 4.27 5.22 4.28 5.22 6.87 4.83 3.71 5.26 5.86 5.57 4.36 4.17 4.09 4.27 1.93
Data as of 04/04/2018, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNCE (Snyder's-Lance Inc) -21.73%
Nov 1997 – Nov 2000
-14.82%
Apr 1998 – Apr 2003
-5.78%
Jun 1990 – Jun 2000
2.05%
Jun 1990 – Jun 2005
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNCE (Snyder's-Lance Inc) 57.98%
Apr 2003 – Apr 2006
28.05%
Apr 2003 – Apr 2008
18.94%
Apr 2003 – Apr 2013
17.56%
Mar 2003 – Mar 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return