Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLNT (Planet Fitness, Inc.) | -52.68% | -51.26% | -8.03% | -7.40% | 14.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLNT (Planet Fitness, Inc.) | 08/06/2015 | 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 (%) | -2.97 | -51.26 | -8.03 | -7.40 | 14.22 | NA | NA | … | … | -52.68 | 10.32 | 36.66 | -7.36 | -13.01 | 16.68 | 3.95 | 39.28 | 54.84 | 72.29 | 69.59 | -2.35 |
| Sharpe Ratio | NA | -1.02 | -0.25 | -0.25 | 0.29 | NA | NA | … | … | -1.23 | 0.24 | 1.01 | -0.29 | -0.35 | 0.44 | 0.04 | 1.34 | 1.34 | 2.50 | 1.87 | -0.12 |
| Standard Deviation(%) | NA | 49.57 | 39.97 | 39.77 | 44.67 | NA | NA | … | … | 68.76 | 31.84 | 30.02 | 39.81 | 41.30 | 37.58 | 84.93 | 28.19 | 39.92 | 28.78 | 37.17 | 46.89 |
| Draw Down(%) | NA | 61.24 | 61.24 | 61.24 | 68.72 | NA | NA | … | … | 59.89 | 20.76 | 24.64 | 47.54 | 41.68 | 22.20 | 68.72 | 30.53 | 16.16 | 14.74 | 15.45 | 21.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.77 | 1.32 | 0.99 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.53 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLNT (Planet Fitness, Inc.) |
-10.69%
Apr 2021 – Apr 2024 |
-7.44%
May 2021 – May 2026 |
14.73%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLNT (Planet Fitness, Inc.) |
86.63%
Apr 2016 – Apr 2019 |
51.27%
Feb 2016 – Feb 2021 |
25.03%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart