Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENN (PENN Entertainment, Inc.) | 30.37% | 22.64% | -9.34% | -25.58% | 2.94% | 6.08% | 4.47% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENN (PENN Entertainment, Inc.) | 05/26/1994 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.12 | 22.64 | -9.34 | -25.58 | 2.94 | 6.08 | 4.47 | … | … | 30.37 | -23.81 | -23.83 | -12.39 | -42.72 | -39.97 | 237.04 | 35.74 | -39.90 | 144.24 | -13.92 | 16.68 | -4.19 | 29.06 | 29.00 | 8.31 | 29.28 | 27.17 | -64.10 | 43.08 | 26.31 | 8.84 | 161.89 | 45.78 | 4.55 | 197.82 | 13.19 | 28.57 | -28.21 | -31.58 | 232.04 | 98.08 | -35.00 |
| Sharpe Ratio | NA | 0.43 | -0.25 | -0.52 | 0.02 | NA | NA | … | … | 1.25 | -0.54 | -0.51 | -0.34 | -0.77 | -0.63 | 1.75 | 0.98 | -1.02 | 4.96 | -0.47 | 0.57 | -0.12 | 1.37 | 0.88 | 0.23 | 0.81 | 0.50 | -0.89 | 1.47 | 0.64 | 0.19 | 4.15 | 1.10 | 0.06 | 2.67 | 0.14 | 0.48 | -0.48 | -0.62 | 3.18 | 1.83 | -1.19 |
| Standard Deviation(%) | NA | 51.25 | 53.12 | 53.95 | 62.52 | NA | NA | … | … | 63.20 | 49.82 | 53.64 | 48.22 | 57.58 | 63.65 | 134.76 | 35.11 | 40.63 | 29.11 | 30.30 | 29.43 | 34.77 | 21.19 | 33.15 | 35.80 | 36.01 | 53.79 | 73.12 | 27.22 | 35.75 | 34.74 | 38.75 | 41.05 | 56.00 | 75.14 | 66.01 | 52.36 | 65.34 | 56.92 | 70.77 | 51.44 | 45.91 |
| Draw Down(%) | NA | 42.55 | 57.42 | 86.14 | 91.38 | NA | NA | … | … | 22.32 | 39.95 | 43.77 | 48.65 | 49.60 | 67.28 | 88.22 | 35.06 | 51.68 | 10.91 | 30.83 | 23.95 | 28.96 | 17.19 | 18.96 | 26.55 | 29.30 | 28.46 | 78.58 | 12.32 | 28.86 | 31.87 | 13.38 | 33.90 | 39.31 | 48.92 | 49.30 | 35.99 | 58.00 | 56.52 | 33.03 | 35.44 | 37.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 | 0.97 | 0.72 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.79 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/26/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENN (PENN Entertainment, Inc.) |
-45.93%
Feb 2021 – Feb 2024 |
-34.15%
Jan 2021 – Jan 2026 |
-0.42%
May 2015 – May 2025 |
3.64%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENN (PENN Entertainment, Inc.) |
71.54%
Mar 1999 – Mar 2002 |
74.46%
Feb 2000 – Feb 2005 |
43.59%
Dec 1994 – Dec 2004 |
27.90%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart