Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMW (Primo Water Corp) | NA | 72.25% | 12.13% | 21.02% | 21.46% | NA | NA | … | … |
Data as of 11/08/2024, Common starting date is 11/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMW (Primo Water Corp) | 11/05/2010 | 11/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.80 | 72.25 | 12.13 | 21.02 | 21.46 | NA | NA | … | … | 68.33 | -0.95 | -10.13 | 14.01 | 42.02 | -18.21 | 13.20 | 4.31 | 56.88 | 93.47 | 73.63 | 150.56 | -58.43 | -78.61 | 9.73 |
| Sharpe Ratio | NA | 2.84 | 0.30 | 0.49 | 0.53 | NA | NA | … | … | 3.25 | -0.20 | -0.36 | 0.50 | 0.65 | -0.45 | 0.32 | 0.11 | 1.40 | 2.61 | 1.81 | 2.34 | -0.65 | -0.62 | 2.01 |
| Standard Deviation(%) | NA | 23.10 | 27.64 | 38.10 | 38.15 | NA | NA | … | … | 23.41 | 25.79 | 32.25 | 28.10 | 64.38 | 43.21 | 37.87 | 34.17 | 40.55 | 35.86 | 40.66 | 64.39 | 90.69 | 126.90 | 42.38 |
| Draw Down(%) | NA | 10.96 | 37.13 | 55.55 | 64.64 | NA | NA | … | … | 10.96 | 23.00 | 31.15 | 18.25 | 55.55 | 40.27 | 33.57 | 29.61 | 16.82 | 19.55 | 26.24 | 25.00 | 80.00 | 83.81 | 13.17 |
| Yield(%) | 3.09 | 7.91 | 3.10 | 4.22 | 7.71 | 1.98 | 1.48 | … | … | 7.10 | 2.06 | 1.57 | 1.47 | 2.19 | 1.71 | 1.92 | 2.02 | 2.95 | 5.56 | 8.58 | 15.52 | 1.99 | 0.00 | 0.00 |
Data as of 11/08/2024, Common starting date is 11/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMW (Primo Water Corp) |
-39.38%
Dec 2010 – Dec 2013 |
-5.63%
Dec 2010 – Dec 2015 |
4.88%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMW (Primo Water Corp) |
149.90%
Oct 2012 – Oct 2015 |
82.74%
Oct 2012 – Oct 2017 |
40.25%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart