Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIDD (The Middleby Corporation) | 6.81% | 6.96% | 0.61% | 11.13% | 1.76% | 14.42% | 13.52% | 15.31% |
Data as of 07/30/2025, AR inception is 08/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDD (The Middleby Corporation) | 08/10/1987 | 07/30/2025 |
| 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 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | 6.96 | 0.61 | 11.13 | 1.76 | 14.42 | 13.52 | 15.31 | 6.81 | -7.20 | 9.91 | -31.95 | 52.62 | 17.71 | 6.61 | -23.88 | 4.77 | 19.41 | 8.85 | 24.02 | 86.97 | 36.34 | 11.40 | 72.22 | 79.76 | -64.41 | 46.40 | 21.01 | 70.54 | 25.33 | 281.79 | 103.85 | -13.33 | 6.67 | 55.17 | -53.60 | 22.55 | -32.89 | 123.53 | 61.90 | 10.53 | 171.43 | -30.00 | -78.26 | 0.00 | 79.69 | -30.43 |
| Sharpe Ratio | NA | 0.29 | 0.00 | 0.30 | 0.02 | NA | NA | 0.23 | 0.39 | -0.49 | 0.22 | -0.87 | 1.94 | 0.25 | -0.66 | -1.38 | -0.63 | -0.52 | -0.38 | 0.17 | 2.41 | 0.64 | -0.18 | 1.71 | 1.26 | -1.30 | 0.62 | -0.04 | 1.56 | 0.13 | 6.14 | 1.70 | -0.57 | -1.02 | 1.02 | -0.31 | -0.46 | -0.48 | 1.14 | 1.21 | 0.15 | 1.51 | -0.28 | -0.70 | 0.00 | 1.27 | -0.75 |
| Standard Deviation(%) | NA | 36.58 | 32.64 | 33.49 | 35.97 | NA | NA | 55.21 | 42.04 | 28.30 | 26.02 | 38.52 | 27.05 | 70.08 | 25.37 | 32.83 | 22.88 | 28.17 | 25.32 | 32.71 | 28.37 | 28.18 | 40.03 | 31.31 | 48.47 | 64.53 | 39.68 | 32.57 | 31.73 | 44.42 | 42.79 | 49.57 | 61.49 | 60.65 | 78.37 | 64.85 | 52.58 | 63.81 | 53.70 | 52.73 | 69.43 | 112.00 | 108.16 | 112.22 | 46.21 | 62.63 | 80.00 |
| Draw Down(%) | NA | 28.27 | 30.97 | 44.38 | 69.20 | NA | NA | 91.56 | 28.27 | 25.91 | 30.97 | 38.12 | 13.94 | 62.19 | 24.56 | 29.30 | 23.30 | 25.30 | 17.27 | 28.17 | 11.48 | 9.15 | 29.79 | 19.00 | 29.44 | 67.63 | 20.78 | 24.75 | 20.92 | 25.71 | 19.91 | 24.12 | 48.75 | 34.96 | 46.83 | 62.69 | 34.21 | 65.92 | 35.29 | 23.64 | 42.42 | 42.31 | 69.05 | 84.00 | 44.16 | 30.65 | 44.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 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 | 0.98 | 2.37 | 0.00 | 0.00 | 1.72 | 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 07/30/2025, AR inception is 08/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDD (The Middleby Corporation) |
-47.03%
Mar 1989 - Mar 1992 |
-21.91%
Jun 1988 - Jun 1993 |
-8.56%
Feb 1989 - Feb 1999 |
3.77%
May 1988 - May 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDD (The Middleby Corporation) |
119.60%
Oct 2001 - Oct 2004 |
84.55%
Apr 2002 - Apr 2007 |
43.38%
Dec 2001 - Dec 2011 |
40.77%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart