Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLLI (Ollie’s Bargain Outlet Holdings, Inc.) | -32.06% | -34.91% | 7.87% | -2.38% | 11.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLLI (Ollie’s Bargain Outlet Holdings, Inc.) | 07/16/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.78 | -34.91 | 7.87 | -2.38 | 11.33 | NA | NA | … | … | -32.06 | 2.34 | 44.59 | 62.02 | -8.50 | -37.40 | 25.20 | -1.80 | 24.90 | 87.17 | 67.25 | -19.57 |
| Sharpe Ratio | NA | -0.81 | 0.29 | -0.08 | 0.24 | NA | NA | … | … | -1.31 | -0.01 | 1.29 | 1.71 | -0.17 | -0.77 | 0.43 | -0.07 | 0.64 | 3.02 | 1.76 | -0.93 |
| Standard Deviation(%) | NA | 36.71 | 37.70 | 43.96 | 43.63 | NA | NA | … | … | 41.00 | 38.65 | 38.02 | 34.08 | 58.10 | 48.78 | 57.70 | 47.62 | 37.08 | 28.77 | 38.09 | 40.34 |
| Draw Down(%) | NA | 47.29 | 47.29 | 59.48 | 66.23 | NA | NA | … | … | 37.90 | 23.32 | 17.19 | 21.08 | 36.03 | 56.54 | 47.56 | 46.17 | 36.12 | 10.31 | 16.58 | 27.75 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLLI (Ollie's Bargain Outlet Holdings, Inc.) |
-21.93%
May 2019 – May 2022 |
-5.22%
Apr 2019 – Apr 2024 |
12.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLLI (Ollie's Bargain Outlet Holdings, Inc.) |
81.14%
Sep 2015 – Sep 2018 |
40.60%
Oct 2015 – Oct 2020 |
23.02%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart