Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSR (Restaurant Brands International Inc.) | 6.21% | 4.15% | 1.82% | 4.32% | 8.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSR (Restaurant Brands International Inc.) | 12/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.34 | 4.15 | 1.82 | 4.32 | 8.91 | NA | NA | … | … | 6.21 | 8.64 | -13.80 | 24.64 | 10.72 | 2.72 | -0.34 | 25.62 | -12.18 | 30.69 | 29.42 | -3.22 | 10.25 |
| Sharpe Ratio | NA | 0.30 | 0.04 | 0.11 | 0.27 | NA | NA | … | … | 0.99 | 0.25 | -0.80 | 1.15 | 0.36 | 0.12 | -0.01 | 1.14 | -0.57 | 1.57 | 1.05 | -0.11 | 11.78 |
| Standard Deviation(%) | NA | 22.93 | 22.47 | 22.59 | 27.62 | NA | NA | … | … | 25.34 | 23.54 | 21.85 | 18.44 | 25.78 | 22.06 | 55.87 | 21.23 | 24.06 | 19.16 | 27.72 | 29.61 | 57.40 |
| Draw Down(%) | NA | 13.29 | 24.53 | 31.01 | 63.03 | NA | NA | … | … | 9.01 | 13.29 | 19.31 | 18.79 | 23.50 | 21.60 | 57.47 | 17.55 | 20.98 | 10.58 | 19.03 | 21.86 | 7.23 |
| Yield(%) | 0.00 | 3.51 | 3.14 | 3.30 | 4.57 | 3.70 | 2.77 | … | … | 0.96 | 3.78 | 3.02 | 3.41 | 3.59 | 3.57 | 3.21 | 3.89 | 2.88 | 1.66 | 1.74 | 1.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSR (Restaurant Brands International Inc.) |
-7.91%
Mar 2017 – Mar 2020 |
-1.17%
Jun 2017 – Jun 2022 |
6.85%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSR (Restaurant Brands International Inc.) |
25.56%
Jan 2016 – Jan 2019 |
14.61%
Mar 2020 – Mar 2025 |
10.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart