Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POST (Post Holdings, Inc.) | -10.43% | -19.23% | 1.07% | -12.92% | -2.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POST (Post Holdings, Inc.) | 01/27/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.94 | -19.23 | 1.07 | -12.92 | -2.73 | NA | NA | … | … | -10.43 | -11.62 | 30.00 | -2.44 | -19.93 | 11.60 | -7.42 | 22.41 | 12.50 | -1.44 | 30.29 | 47.29 | -14.98 | 43.85 | 28.28 |
| Sharpe Ratio | NA | -0.74 | -0.04 | -0.43 | -0.13 | NA | NA | … | … | -0.69 | -0.63 | 1.33 | -0.37 | -0.43 | 0.51 | -0.21 | 0.94 | 0.44 | -0.11 | 1.04 | 1.12 | -0.44 | 1.76 | 1.03 |
| Standard Deviation(%) | NA | 25.54 | 21.34 | 34.35 | 30.33 | NA | NA | … | … | 28.15 | 23.29 | 17.74 | 18.43 | 49.27 | 22.61 | 36.09 | 22.34 | 25.43 | 18.56 | 28.66 | 42.31 | 34.05 | 24.88 | 29.97 |
| Draw Down(%) | NA | 19.87 | 23.92 | 64.17 | 64.17 | NA | NA | … | … | 19.87 | 18.96 | 10.23 | 16.65 | 45.48 | 19.18 | 36.15 | 15.61 | 16.16 | 13.77 | 19.54 | 20.81 | 47.37 | 21.25 | 17.60 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POST (Post Holdings, Inc.) |
-25.45%
Mar 2019 – Mar 2022 |
-12.33%
Mar 2017 – Mar 2022 |
-2.32%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POST (Post Holdings, Inc.) |
38.56%
Sep 2014 – Sep 2017 |
26.11%
Sep 2014 – Sep 2019 |
12.94%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart