Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCMI (National CineMedia, Inc.) | -6.09% | -26.60% | 1.35% | -38.95% | -26.74% | -17.78% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCMI (National CineMedia, Inc.) | 02/08/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.89 | -26.60 | 1.35 | -38.95 | -26.74 | -17.78 | NA | … | … | -6.09 | -38.17 | 60.39 | 88.18 | -91.68 | -20.25 | -43.81 | 23.49 | 4.00 | -47.48 | -0.43 | 15.84 | -21.23 | 48.79 | 21.19 | -34.20 | 25.09 | 71.25 | -57.88 | -0.66 |
| Sharpe Ratio | NA | -0.99 | 0.00 | -0.51 | -0.39 | NA | NA | … | … | -0.86 | -0.88 | 1.08 | 0.63 | -1.00 | -0.30 | -0.38 | 0.58 | 0.07 | -0.88 | -0.03 | 0.68 | -0.52 | 1.96 | 0.71 | -0.79 | 0.77 | 1.24 | -0.67 | -0.08 |
| Standard Deviation(%) | NA | 41.97 | 55.28 | 83.35 | 75.56 | NA | NA | … | … | 45.15 | 47.45 | 50.00 | 135.10 | 92.79 | 67.76 | 116.42 | 38.00 | 41.38 | 54.83 | 24.28 | 23.19 | 40.80 | 24.88 | 30.18 | 43.42 | 32.58 | 57.59 | 88.18 | 45.85 |
| Draw Down(%) | NA | 47.43 | 61.11 | 97.68 | 98.84 | NA | NA | … | … | 30.10 | 43.92 | 25.04 | 68.57 | 93.10 | 57.26 | 79.65 | 25.18 | 41.57 | 62.82 | 15.06 | 21.59 | 32.86 | 9.98 | 19.33 | 40.03 | 19.50 | 24.85 | 78.18 | 23.84 |
| Yield(%) | 0.00 | 2.38 | 16.67 | 1.60 | 2.45 | 3.34 | 2.17 | … | … | 1.56 | 1.82 | 0.00 | 0.00 | 3.53 | 5.54 | 5.36 | 10.10 | 9.71 | 5.95 | 5.76 | 6.33 | 7.05 | 5.79 | 6.99 | 4.29 | 4.24 | 6.40 | 2.97 | 1.17 |
Data as of 06/04/2026, Common starting date is 02/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCMI (National CineMedia, Inc.) |
-66.69%
Feb 2020 – Feb 2023 |
-48.48%
Mar 2018 – Mar 2023 |
-33.19%
Mar 2013 – Mar 2023 |
-24.06%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCMI (National CineMedia, Inc.) |
34.40%
Mar 2023 – Mar 2026 |
24.23%
Nov 2008 – Nov 2013 |
8.05%
Oct 2008 – Oct 2018 |
-8.61%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart