Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZB (La-Z-Boy Incorporated) | -12.17% | -8.41% | 15.69% | 8.15% | 5.15% | 13.18% | 6.49% | 7.48% |
Data as of 07/16/2025, AR inception is 01/05/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZB (La-Z-Boy Incorporated) | 01/05/1988 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -5.18 | -8.41 | 15.69 | 8.15 | 5.15 | 13.18 | 6.49 | 7.48 | -12.17 | 20.43 | 65.69 | -35.50 | -7.35 | 27.93 | 15.50 | -9.75 | 1.13 | 29.11 | -7.84 | -12.50 | 120.91 | 19.24 | 31.93 | -5.35 | 339.17 | -72.01 | -29.92 | -9.57 | -8.92 | -24.90 | -10.77 | 11.57 | 41.15 | -4.21 | -4.13 | 26.13 | 49.70 | -2.08 | -0.59 | -13.15 | 48.03 | 11.20 | 47.57 | -3.12 | -3.96 | 20.33 |
| Sharpe Ratio | NA | -0.09 | 0.45 | 0.22 | 0.10 | NA | NA | 0.12 | -0.57 | 0.50 | 1.86 | -0.85 | -0.21 | 0.47 | 0.40 | -0.33 | 0.01 | 0.78 | -0.33 | -0.40 | 3.79 | 0.48 | 0.49 | -0.09 | 2.86 | -0.71 | -0.76 | -0.33 | -0.34 | -0.88 | -0.35 | 0.26 | 1.07 | -0.17 | -0.17 | 0.60 | 2.00 | -0.26 | -0.19 | -0.75 | 1.96 | 0.35 | 1.56 | -0.30 | -0.38 | 0.49 |
| Standard Deviation(%) | NA | 31.63 | 34.46 | 35.87 | 38.97 | NA | NA | 44.20 | 34.56 | 33.55 | 33.64 | 43.41 | 34.97 | 59.16 | 34.65 | 34.24 | 40.78 | 37.00 | 23.97 | 31.35 | 31.89 | 40.65 | 64.76 | 61.58 | 118.36 | 102.63 | 43.42 | 39.68 | 33.05 | 29.45 | 32.84 | 40.04 | 37.03 | 48.42 | 44.11 | 37.98 | 22.87 | 21.99 | 23.58 | 21.50 | 23.25 | 24.47 | 27.80 | 28.81 | 26.38 | 31.72 |
| Draw Down(%) | NA | 25.34 | 27.11 | 49.72 | 55.01 | NA | NA | 97.65 | 25.34 | 15.49 | 19.04 | 40.55 | 28.59 | 50.84 | 17.87 | 31.74 | 30.33 | 27.45 | 17.90 | 37.43 | 11.34 | 31.06 | 41.29 | 57.28 | 77.61 | 80.66 | 61.54 | 31.95 | 29.46 | 43.94 | 33.20 | 34.45 | 25.88 | 23.75 | 35.07 | 31.89 | 16.27 | 19.70 | 20.47 | 36.24 | 13.81 | 36.19 | 20.29 | 41.37 | 25.01 | 20.58 |
| Yield(%) | 0.00 | 2.04 | 2.99 | 2.47 | 2.10 | 5.88 | 2.59 | 2.86 | 1.02 | 2.23 | 3.24 | 1.84 | 1.55 | 1.13 | 1.93 | 1.57 | 1.43 | 1.72 | 1.28 | 0.86 | 1.20 | 0.33 | 0.00 | 0.00 | 0.00 | 1.63 | 4.09 | 3.47 | 2.93 | 2.11 | 1.63 | 1.79 | 2.31 | 2.08 | 1.82 | 1.72 | 2.82 | 2.33 | 2.25 | 1.88 | 2.42 | 2.50 | 3.48 | 3.09 | 2.62 | 2.71 |
Data as of 07/16/2025, AR inception is 01/05/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZB (La-Z-Boy Incorporated) |
-60.39%
Feb 2006 - Feb 2009 |
-45.92%
Feb 2004 - Feb 2009 |
-24.30%
Feb 1999 - Feb 2009 |
-13.78%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZB (La-Z-Boy Incorporated) |
151.34%
Feb 2009 - Feb 2012 |
95.78%
Feb 2009 - Feb 2014 |
45.00%
Feb 2009 - Feb 2019 |
29.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart