Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMT (PriceSmart, Inc.) | 41.72% | 64.70% | 36.75% | 15.51% | 8.13% | 10.86% | 15.32% | … | … |
Data as of 06/04/2026, Common starting date is 09/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMT (PriceSmart, Inc.) | 09/02/1997 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 64.70 | 36.75 | 15.51 | 8.13 | 10.86 | 15.32 | … | … | 41.72 | 34.77 | 24.97 | 26.22 | -15.86 | -19.06 | 29.68 | 21.61 | -30.77 | 3.96 | 1.53 | -8.30 | -20.43 | 50.57 | 11.99 | 85.41 | 90.23 | 1.68 | -29.96 | 70.39 | 114.23 | 10.58 | 20.77 | -72.68 | -34.54 | 6.46 | -16.11 | 123.93 | 2.19 | -0.72 |
| Sharpe Ratio | NA | 2.11 | 1.15 | 0.47 | 0.21 | NA | NA | … | … | 4.19 | 1.15 | 0.86 | 0.82 | -0.56 | -0.69 | 0.68 | 0.60 | -1.04 | 0.15 | 0.05 | -0.30 | -0.69 | 1.94 | 0.35 | 1.85 | 3.32 | 0.03 | -0.39 | 1.34 | 2.31 | 0.33 | 0.45 | -1.25 | -0.77 | 0.10 | -0.46 | 2.38 | -0.04 | -0.15 |
| Standard Deviation(%) | NA | 27.62 | 26.90 | 27.96 | 30.21 | NA | NA | … | … | 29.16 | 27.97 | 24.89 | 27.77 | 31.17 | 27.84 | 43.39 | 33.54 | 30.92 | 22.29 | 26.32 | 27.65 | 29.82 | 26.03 | 34.62 | 46.08 | 27.15 | 48.13 | 80.02 | 50.61 | 48.35 | 25.38 | 43.56 | 58.67 | 46.30 | 39.66 | 44.54 | 50.75 | 36.10 | 38.35 |
| Draw Down(%) | NA | 10.62 | 24.03 | 37.62 | 53.23 | NA | NA | … | … | 10.62 | 12.83 | 11.22 | 24.03 | 34.09 | 31.59 | 39.19 | 26.26 | 40.30 | 14.27 | 19.39 | 25.12 | 29.34 | 10.71 | 25.64 | 22.06 | 11.03 | 31.09 | 64.37 | 28.23 | 24.32 | 19.00 | 28.79 | 76.21 | 58.82 | 33.71 | 41.62 | 24.02 | 20.42 | 15.89 |
| Yield(%) | 0.00 | 1.25 | 2.15 | 1.38 | 1.09 | 2.00 | 5.80 | … | … | 0.57 | 1.36 | 2.87 | 1.49 | 1.16 | 0.76 | 1.01 | 1.19 | 0.80 | 0.84 | 0.87 | 0.78 | 0.63 | 0.39 | 1.28 | 1.57 | 2.41 | 2.40 | 1.12 | 1.86 | 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 09/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMT (PriceSmart, Inc.) |
-48.96%
May 2001 – May 2004 |
-30.65%
Jul 1999 – Jul 2004 |
-9.03%
Jul 1999 – Jul 2009 |
5.07%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMT (PriceSmart, Inc.) |
75.80%
Oct 2008 – Oct 2011 |
58.10%
Nov 2008 – Nov 2013 |
35.36%
Dec 2003 – Dec 2013 |
19.53%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart