Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/27/2022.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LUB (Lubys Inc) | 1.71% | NA | 1.97% | 49.51% | 5.66% | -5.00% | -5.92% | -2.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUB (Lubys Inc) | 03/17/1980 | 06/27/2022 |
The return data shown below all have the same latest date: 06/27/2022.
AR inception is since 03/17/1980.
AR inception is since 03/17/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.97 | 49.51 | 5.66 | -5.00 | -5.92 | -2.31 | 1.71 | -15.37 | 184.32 | 29.09 | 83.33 | -54.55 | -38.32 | -4.25 | -1.76 | -41.06 | 15.40 | 48.34 | -28.07 | 70.38 | -12.17 | -58.76 | -6.70 | -18.12 | 77.33 | 103.25 | 26.80 | -49.04 | -4.83 | -47.25 | -26.32 | -12.10 | -11.64 | -10.67 | -0.56 | -0.56 | 1.12 | 54.78 | -20.14 | 0.47 | 13.16 | -2.56 | -7.14 | -3.96 | 51.85 | -4.95 | 30.15 | 33.49 | 48.64 | 69.75 |
| Sharpe Ratio | NA | 0.06 | 0.54 | 0.06 | -0.09 | NA | NA | -0.02 | -1.62 | 3.42 | 0.19 | 0.90 | -1.53 | -1.64 | -1.30 | -0.68 | -1.79 | -0.08 | 0.72 | -0.94 | 1.28 | -0.43 | -1.06 | -0.88 | -0.86 | 1.30 | 1.78 | 0.08 | -1.22 | -0.51 | -1.89 | -0.04 | 0.77 | -3.02 | -0.44 | -3.73 | 0.05 | 0.04 | 1.89 | -0.68 | 0.01 | 0.55 | -0.09 | -0.17 | -0.15 | 1.93 | -0.19 | 1.44 | 1.20 | 2.07 | 3.83 |
| Standard Deviation(%) | NA | 22.07 | 91.42 | 77.84 | 60.07 | NA | NA | 47.15 | 18.41 | 53.90 | 148.14 | 66.89 | 49.82 | 35.11 | 29.53 | 29.84 | 33.33 | 38.30 | 41.66 | 49.33 | 40.53 | 70.90 | 74.00 | 32.65 | 47.33 | 43.47 | 47.02 | 90.27 | 56.33 | 51.52 | 61.45 | 34.60 | 27.49 | 19.24 | 19.48 | 16.81 | 24.22 | 25.12 | 28.69 | 29.60 | 32.13 | 23.84 | 28.31 | 41.05 | 25.66 | 26.82 | 25.90 | 20.78 | 27.70 | 23.39 | 24.78 |
| Draw Down(%) | NA | 23.49 | 80.08 | 83.76 | 94.43 | NA | NA | 98.05 | 17.95 | 5.69 | 80.08 | 40.98 | 66.56 | 44.86 | 20.83 | 26.60 | 41.84 | 28.93 | 23.03 | 40.00 | 12.15 | 41.58 | 65.55 | 19.13 | 48.52 | 22.80 | 23.86 | 64.88 | 59.72 | 43.84 | 69.02 | 46.76 | 29.81 | 17.65 | 21.29 | 19.02 | 10.66 | 18.45 | 11.03 | 36.97 | 22.92 | 18.06 | 19.02 | 35.38 | 16.52 | 14.29 | 19.75 | 10.94 | 17.86 | 16.57 | 10.53 |
| Yield(%) | 0.00 | 69.23 | 75.63 | 17.88 | 4.07 | 1.81 | 2.13 | 2.65 | 24.14 | 70.67 | 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 | 4.35 | 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUB (Lubys Inc) |
-48.28%
Feb 2000 - Feb 2003 |
-40.63%
Mar 1998 - Mar 2003 |
-24.16%
Mar 1993 - Mar 2003 |
-15.44%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUB (Lubys Inc) |
122.15%
Feb 2003 - Feb 2006 |
56.72%
May 1980 - May 1985 |
23.15%
May 1980 - May 1990 |
16.17%
May 1980 - May 1995 |
Annualized Rolling Returns Comparison Chart