Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LW (Lamb Weston Holdings, Inc.) | 2.90% | -20.96% | -26.57% | -11.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LW (Lamb Weston Holdings, Inc.) | 11/10/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | -20.96 | -26.57 | -11.15 | NA | NA | NA | … | … | 2.90 | -35.69 | -37.01 | 22.32 | 42.85 | -18.42 | -7.22 | 18.28 | 31.81 | 51.77 | 24.79 |
| Sharpe Ratio | NA | -0.44 | -0.63 | -0.33 | NA | NA | NA | … | … | 0.27 | -0.82 | -0.75 | 0.74 | 1.41 | -0.59 | -0.13 | 0.72 | 1.39 | 3.31 | 13.45 |
| Standard Deviation(%) | NA | 46.43 | 45.17 | 39.63 | NA | NA | NA | … | … | 35.89 | 47.38 | 54.02 | 25.44 | 29.44 | 31.16 | 59.10 | 23.22 | 22.00 | 15.53 | 30.92 |
| Draw Down(%) | NA | 41.37 | 64.56 | 64.56 | NA | NA | NA | … | … | 24.04 | 36.83 | 51.42 | 27.55 | 28.61 | 40.83 | 53.05 | 21.53 | 14.18 | 9.79 | 6.40 |
| Yield(%) | 0.00 | 2.72 | 1.23 | 1.49 | 3.28 | 2.19 | 1.64 | … | … | 1.80 | 2.24 | 1.35 | 1.28 | 1.53 | 1.24 | 1.09 | 1.09 | 1.37 | 2.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LW (Lamb Weston Holdings, Inc.) |
-25.47%
Apr 2023 – Apr 2026 |
-10.49%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LW (Lamb Weston Holdings, Inc.) |
36.40%
Jan 2017 – Jan 2020 |
14.65%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart