Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LULU (Lululemon Athletica Inc.) | -39.89% | -62.73% | -29.50% | -17.63% | 6.15% | 7.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LULU (Lululemon Athletica Inc.) | 07/27/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | -62.73 | -29.50 | -17.63 | 6.15 | 7.55 | NA | … | … | -39.89 | -45.35 | -24.37 | 59.60 | -18.16 | 12.48 | 50.23 | 90.50 | 54.74 | 20.93 | 23.86 | -5.95 | -5.49 | -22.56 | 63.37 | 36.39 | 127.31 | 280.05 | -83.28 | 69.14 |
| Sharpe Ratio | NA | -1.23 | -0.71 | -0.45 | 0.14 | NA | NA | … | … | -1.56 | -0.94 | -0.79 | 1.75 | -0.39 | 0.41 | 0.95 | 2.90 | 1.37 | 0.54 | 0.70 | -0.15 | -0.13 | -0.61 | 1.56 | 0.71 | 2.57 | 3.85 | -0.87 | 3.17 |
| Standard Deviation(%) | NA | 49.69 | 43.16 | 42.52 | 41.01 | NA | NA | … | … | 45.02 | 51.78 | 39.36 | 32.03 | 49.79 | 30.32 | 52.23 | 30.70 | 39.07 | 38.03 | 33.62 | 40.99 | 41.89 | 37.19 | 40.92 | 51.20 | 49.56 | 72.72 | 96.19 | 75.12 |
| Draw Down(%) | NA | 64.46 | 76.70 | 76.70 | 76.70 | NA | NA | … | … | 44.81 | 62.04 | 54.35 | 15.09 | 36.36 | 22.46 | 47.29 | 9.87 | 30.30 | 31.46 | 32.29 | 36.81 | 37.50 | 29.65 | 33.56 | 31.60 | 30.01 | 45.52 | 85.05 | 38.86 |
| 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 | 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 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LULU (Lululemon Athletica Inc.) |
-28.70%
Apr 2023 – Apr 2026 |
-16.50%
May 2021 – May 2026 |
7.27%
May 2016 – May 2026 |
6.98%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LULU (Lululemon Athletica Inc.) |
186.16%
Feb 2009 – Feb 2012 |
77.44%
Feb 2009 – Feb 2014 |
48.63%
Feb 2009 – Feb 2019 |
40.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart