Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNST (Monster Beverage Corp) | 0.50% | 37.08% | 14.22% | 11.51% | 13.00% | 20.73% | 19.02% | … | … |
Data as of 03/16/2026, Common starting date is 12/06/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNST (Monster Beverage Corp) | 12/06/1985 | 03/16/2026 |
| 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 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 37.08 | 14.22 | 11.51 | 13.00 | 20.73 | 19.02 | … | … | 0.50 | 47.09 | -8.78 | 13.48 | 5.72 | 3.85 | 45.52 | 29.11 | -22.23 | 42.74 | -10.70 | 37.48 | 59.88 | 28.26 | 14.69 | 76.24 | 36.15 | 14.52 | -24.30 | 31.50 | 70.94 | 332.93 | 332.44 | 99.54 | 0.46 | 8.43 | -10.13 | -19.82 | 196.30 | 71.04 | 54.55 | -63.43 | -28.52 | -40.80 | 77.35 | 21.16 | -2.93 | -55.52 | 53.00 | -50.00 | -33.33 | 19.45 |
| Sharpe Ratio | NA | 1.64 | 0.48 | 0.38 | 0.44 | NA | NA | … | … | 0.00 | 1.93 | -0.65 | 0.45 | 0.15 | 0.18 | 1.26 | 1.04 | -0.76 | 2.08 | -0.40 | 1.15 | 1.57 | 0.93 | 0.32 | 2.07 | 1.35 | 0.35 | -0.34 | 0.56 | 1.01 | 5.22 | 4.60 | 1.70 | -0.01 | 0.13 | -0.27 | -0.47 | 2.51 | 0.68 | 0.33 | -0.54 | -0.37 | -0.43 | 0.55 | 0.26 | -0.08 | -1.78 | 0.58 | -0.45 | -0.51 | 18.21 |
| Standard Deviation(%) | NA | 22.65 | 22.83 | 23.75 | 26.13 | NA | NA | … | … | 22.41 | 23.42 | 23.68 | 20.92 | 29.70 | 21.07 | 35.72 | 26.57 | 31.02 | 20.32 | 27.09 | 32.51 | 38.16 | 30.30 | 46.78 | 36.74 | 26.68 | 40.85 | 73.22 | 51.21 | 67.67 | 63.39 | 72.10 | 58.06 | 48.17 | 46.02 | 53.46 | 49.34 | 76.92 | 98.70 | 152.33 | 123.46 | 84.38 | 99.41 | 134.97 | 66.67 | 106.71 | 34.45 | 82.66 | 120.00 | 73.87 | 84.46 |
| Draw Down(%) | NA | 12.75 | 26.03 | 26.62 | 30.42 | NA | NA | … | … | 12.75 | 12.18 | 26.03 | 20.69 | 25.83 | 17.95 | 27.60 | 19.12 | 30.42 | 10.28 | 24.56 | 17.48 | 15.40 | 20.11 | 47.82 | 17.60 | 15.90 | 35.17 | 53.53 | 40.57 | 51.54 | 24.60 | 33.43 | 20.59 | 24.64 | 32.07 | 44.96 | 32.22 | 55.36 | 29.44 | 58.61 | 68.82 | 45.93 | 54.05 | 50.94 | 31.37 | 65.19 | 60.90 | 43.00 | 76.94 | 65.28 | 7.70 |
| 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 | 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 03/16/2026, Common starting date is 12/06/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNST (Monster Beverage Corp) |
-46.31%
Dec 1992 – Dec 1995 |
-38.08%
Apr 1986 – Apr 1991 |
-27.19%
Mar 1986 – Mar 1996 |
-10.83%
May 1986 – May 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNST (Monster Beverage Corp) |
344.04%
Jun 2003 – Jun 2006 |
164.41%
Oct 2002 – Oct 2007 |
79.65%
Mar 1996 – Mar 2006 |
58.84%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison Chart