Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGVC (Natural Grocers by Vitamin Cottage, Inc.) | 17.44% | -34.69% | 45.06% | 25.18% | 11.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGVC (Natural Grocers by Vitamin Cottage, Inc.) | 07/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | -34.69 | 45.06 | 25.18 | 11.85 | NA | NA | … | … | 17.44 | -36.07 | 152.51 | 91.83 | -34.02 | 6.24 | 62.50 | -35.13 | 71.67 | -24.89 | -41.63 | -27.69 | -33.64 | 122.37 | -0.83 |
| Sharpe Ratio | NA | -0.95 | 0.79 | 0.45 | 0.19 | NA | NA | … | … | 1.35 | -0.72 | 3.06 | 1.95 | -0.73 | 0.14 | 0.85 | -0.77 | 0.96 | -0.42 | -0.81 | -0.69 | -0.54 | 2.54 | -0.05 |
| Standard Deviation(%) | NA | 41.80 | 48.51 | 47.23 | 54.53 | NA | NA | … | … | 36.33 | 54.31 | 48.69 | 45.64 | 48.85 | 45.15 | 72.99 | 47.71 | 73.88 | 61.61 | 51.97 | 40.04 | 62.27 | 48.09 | 41.64 |
| Draw Down(%) | NA | 51.03 | 59.87 | 63.34 | 73.77 | NA | NA | … | … | 13.02 | 58.03 | 18.60 | 16.27 | 61.40 | 44.27 | 45.24 | 49.32 | 31.87 | 64.62 | 51.80 | 37.13 | 63.72 | 16.56 | 27.43 |
| Yield(%) | 0.00 | 1.25 | 7.57 | 5.68 | 4.23 | 1.97 | 1.48 | … | … | 1.21 | 1.24 | 2.57 | 15.47 | 2.79 | 2.20 | 23.17 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGVC (Natural Grocers by Vitamin Cottage, Inc.) |
-38.20%
Feb 2015 – Feb 2018 |
-24.93%
Feb 2015 – Feb 2020 |
-8.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGVC (Natural Grocers by Vitamin Cottage, Inc.) |
61.44%
Sep 2022 – Sep 2025 |
54.28%
Feb 2020 – Feb 2025 |
12.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart