Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBPB (Potbelly Co) | NA | 110.06% | 53.32% | 34.09% | 4.35% | NA | NA | … | … |
Data as of 10/22/2025, Common starting date is 10/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBPB (Potbelly Co) | 10/07/2013 | 10/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 110.06 | 53.32 | 34.09 | 4.35 | NA | NA | … | … | 81.74 | -11.13 | 87.07 | -0.18 | 26.82 | 4.27 | -47.33 | -34.55 | -4.65 | 10.16 | -9.01 | -46.99 | -25.06 |
| Sharpe Ratio | NA | 1.80 | 0.97 | 0.64 | 0.05 | NA | NA | … | … | 1.79 | -0.40 | 1.78 | -0.04 | 0.52 | 0.04 | -0.95 | -1.08 | -0.15 | 0.31 | -0.23 | -1.00 | -1.43 |
| Standard Deviation(%) | NA | 59.51 | 49.58 | 49.94 | 52.89 | NA | NA | … | … | 59.82 | 44.40 | 46.92 | 44.28 | 51.39 | 100.79 | 51.73 | 33.31 | 34.75 | 31.77 | 38.49 | 47.20 | 49.54 |
| Draw Down(%) | NA | 40.68 | 53.26 | 53.26 | 88.03 | NA | NA | … | … | 40.68 | 53.26 | 32.26 | 33.13 | 43.80 | 69.36 | 61.54 | 42.71 | 24.47 | 19.97 | 39.07 | 58.08 | 25.15 |
| 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 |
Data as of 10/22/2025, Common starting date is 10/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPB (Potbelly Co) |
-43.27%
May 2017 – May 2020 |
-31.62%
May 2015 – May 2020 |
-10.69%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPB (Potbelly Co) |
56.74%
Jun 2020 – Jun 2023 |
39.97%
Jun 2020 – Jun 2025 |
4.46%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart