Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXM (Oxford Industries, Inc.) | 36.81% | -10.55% | -19.48% | -10.61% | -0.99% | 3.86% | 2.87% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXM (Oxford Industries, Inc.) | 03/17/1980 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.59 | -10.55 | -19.48 | -10.61 | -0.99 | 3.86 | 2.87 | … | … | 36.81 | -53.99 | -18.95 | 10.03 | -6.08 | 57.54 | -11.12 | 8.27 | -4.04 | 27.37 | -4.16 | 17.18 | -30.72 | 76.04 | 4.03 | 78.92 | 26.17 | 147.34 | -64.74 | -47.11 | -8.01 | 34.19 | 23.40 | 170.06 | 12.37 | 60.74 | -19.23 | -29.87 | -13.08 | 35.42 | 43.28 | -23.43 | -12.50 | 21.21 | 28.91 | 113.33 | -40.59 | 20.24 | -4.55 | -21.43 | -11.11 | 44.83 | -39.79 | 65.14 | 95.53 | 84.54 | 21.25 |
| Sharpe Ratio | NA | -0.22 | -0.49 | -0.29 | -0.06 | NA | NA | … | … | 1.87 | -0.83 | -0.69 | 0.18 | -0.17 | 1.47 | -0.16 | 0.23 | -0.18 | 0.89 | -0.12 | 0.43 | -1.20 | 3.05 | 0.11 | 1.49 | 0.42 | 1.74 | -0.84 | -1.08 | -0.32 | 1.00 | 0.63 | 4.84 | 0.39 | 2.03 | -0.64 | -1.26 | -0.53 | 0.96 | 1.32 | -0.89 | -0.61 | 0.63 | 0.52 | 3.07 | -1.59 | 0.55 | -0.33 | -0.71 | -0.49 | 1.07 | -1.11 | 1.81 | 2.61 | 1.99 | 0.65 |
| Standard Deviation(%) | NA | 66.03 | 50.63 | 46.89 | 45.32 | NA | NA | … | … | 55.88 | 68.52 | 32.79 | 36.10 | 43.55 | 39.10 | 73.00 | 29.31 | 29.90 | 30.06 | 36.37 | 39.72 | 25.65 | 24.94 | 35.60 | 52.77 | 61.75 | 84.57 | 77.93 | 46.69 | 36.41 | 31.85 | 35.61 | 34.95 | 28.92 | 29.23 | 36.73 | 26.45 | 31.38 | 32.85 | 29.78 | 30.81 | 25.42 | 30.17 | 50.07 | 35.40 | 28.84 | 25.92 | 28.85 | 35.81 | 31.64 | 36.83 | 42.14 | 32.41 | 33.35 | 36.89 | 29.58 |
| Draw Down(%) | NA | 40.31 | 69.43 | 71.00 | 71.00 | NA | NA | … | … | 24.18 | 61.79 | 34.02 | 29.80 | 26.89 | 19.42 | 58.73 | 23.28 | 31.96 | 13.83 | 30.37 | 32.42 | 34.27 | 13.81 | 25.34 | 23.21 | 28.66 | 62.85 | 83.43 | 55.80 | 36.53 | 17.92 | 23.75 | 16.21 | 33.84 | 23.78 | 37.19 | 35.29 | 37.84 | 20.00 | 24.18 | 26.86 | 36.59 | 32.02 | 46.05 | 24.31 | 49.04 | 14.02 | 26.73 | 47.68 | 26.39 | 21.43 | 45.96 | 28.96 | 24.55 | 24.71 | 15.00 |
| Yield(%) | 0.00 | 5.12 | 2.72 | 2.58 | 2.80 | 4.12 | 3.04 | … | … | 3.87 | 3.49 | 2.66 | 2.71 | 2.08 | 2.32 | 1.46 | 2.00 | 1.67 | 1.79 | 1.71 | 1.78 | 1.00 | 1.52 | 1.34 | 1.89 | 1.93 | 4.96 | 2.83 | 1.43 | 1.09 | 1.34 | 1.40 | 3.23 | 3.55 | 5.42 | 4.28 | 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 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXM (Oxford Industries, Inc.) |
-51.89%
Feb 2006 – Feb 2009 |
-34.66%
Feb 2004 – Feb 2009 |
-6.33%
Feb 1999 – Feb 2009 |
-5.88%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXM (Oxford Industries, Inc.) |
125.52%
Feb 2009 – Feb 2012 |
78.72%
Feb 2009 – Feb 2014 |
34.88%
Feb 2009 – Feb 2019 |
25.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart