Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWAY (Lifeway Foods, Inc.) | -3.96% | -1.94% | 57.11% | 34.08% | 9.25% | 5.83% | 7.18% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWAY (Lifeway Foods, Inc.) | 12/29/1988 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.12 | -1.94 | 57.11 | 34.08 | 9.25 | 5.83 | 7.18 | … | … | -3.96 | -4.23 | 76.66 | 141.62 | 20.65 | -14.97 | 171.86 | 5.85 | -76.50 | -30.50 | 3.69 | -40.10 | 15.96 | 82.84 | -9.34 | 0.94 | -19.61 | 32.29 | -24.09 | 26.52 | 50.32 | 36.11 | 35.31 | 91.90 | 4.30 | 28.57 | -27.59 | 81.25 | -52.94 | 126.67 | 100.00 | 20.00 | 13.64 | -31.25 | -33.33 | 20.00 | -16.67 | 50.00 | 0.00 |
| Sharpe Ratio | NA | 0.11 | 0.75 | 0.47 | 0.12 | NA | NA | … | … | -0.14 | -0.17 | 0.83 | 1.77 | 0.31 | -0.31 | 1.70 | -0.24 | -1.51 | -1.50 | -0.63 | -1.30 | -0.09 | 1.32 | -0.90 | -0.41 | -1.27 | 0.25 | -0.69 | 0.07 | 0.73 | 0.22 | 0.16 | 1.40 | -0.24 | 0.12 | -1.49 | 1.17 | -0.31 | 0.97 | 0.98 | -0.28 | 0.08 | -0.24 | -0.36 | 0.33 | -0.18 | 0.86 | NA |
| Standard Deviation(%) | NA | 44.99 | 72.31 | 64.85 | 66.96 | NA | NA | … | … | 45.87 | 41.73 | 84.87 | 78.74 | 63.02 | 47.99 | 100.57 | 73.40 | 64.93 | 33.35 | 47.84 | 44.97 | 27.83 | 48.79 | 31.36 | 42.51 | 30.14 | 54.98 | 62.61 | 60.59 | 38.39 | 69.50 | 97.27 | 51.90 | 64.66 | 60.72 | 64.60 | 90.69 | 63.24 | 81.48 | 102.85 | 148.25 | 195.54 | 132.46 | 90.94 | 60.86 | 91.68 | 58.26 | 0.00 |
| Draw Down(%) | NA | 47.37 | 60.45 | 60.45 | 91.85 | NA | NA | … | … | 26.54 | 36.46 | 60.45 | 29.78 | 45.84 | 34.66 | 43.40 | 53.25 | 77.62 | 34.15 | 43.26 | 54.06 | 22.03 | 34.74 | 26.62 | 24.59 | 24.66 | 31.14 | 60.33 | 51.41 | 21.08 | 42.10 | 67.88 | 27.55 | 32.00 | 29.37 | 38.58 | 31.94 | 60.53 | 28.21 | 33.33 | 68.06 | 58.33 | 52.17 | 55.56 | 40.00 | 64.52 | 31.25 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.13 | … | … | 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 | 0.92 | 0.73 | 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 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWAY (Lifeway Foods, Inc.) |
-51.74%
Oct 2016 – Oct 2019 |
-38.25%
Mar 2015 – Mar 2020 |
-16.56%
Mar 2010 – Mar 2020 |
-9.34%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWAY (Lifeway Foods, Inc.) |
94.28%
Feb 1995 – Feb 1998 |
67.64%
Oct 2019 – Oct 2024 |
39.74%
Mar 1994 – Mar 2004 |
29.05%
Jun 1994 – Jun 2009 |
Annualized Rolling Returns Comparison Chart