Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROST (Ross Stores, Inc.) | 29.65% | 65.17% | 32.49% | 15.58% | 17.22% | 19.14% | 20.45% | … | … |
Data as of 06/04/2026, Common starting date is 08/08/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROST (Ross Stores, Inc.) | 08/08/1985 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.58 | 65.17 | 32.49 | 15.58 | 17.22 | 19.14 | 20.45 | … | … | 29.65 | 21.07 | 10.39 | 20.66 | 2.94 | -6.05 | 5.81 | 41.34 | 4.78 | 23.53 | 23.02 | 15.24 | 27.13 | 39.97 | 14.89 | 52.00 | 49.87 | 45.31 | 17.63 | -11.85 | 2.28 | 0.88 | 9.83 | 25.50 | 32.78 | 91.39 | -5.00 | -8.89 | 8.25 | 45.50 | 161.44 | 70.00 | -13.46 | -35.00 | 23.08 | 170.83 | -57.89 | 35.71 | 154.55 | -13.16 | -73.61 | 1.41 |
| Sharpe Ratio | NA | 2.75 | 1.23 | 0.39 | 0.48 | NA | NA | … | … | 3.09 | 0.71 | 0.32 | 0.82 | 0.03 | -0.20 | 0.10 | 1.92 | 0.12 | 1.00 | 1.08 | 0.56 | 1.35 | 1.80 | 0.66 | 2.15 | 2.01 | 1.37 | 0.32 | -0.52 | -0.04 | -0.05 | 0.28 | 0.79 | 0.83 | 1.91 | -0.13 | -0.31 | 0.10 | 0.92 | 3.44 | 1.88 | -0.42 | -0.74 | 0.35 | 2.82 | -0.94 | 0.78 | 2.73 | -0.25 | -1.28 | -0.04 |
| Standard Deviation(%) | NA | 23.89 | 23.60 | 29.83 | 31.76 | NA | NA | … | … | 27.06 | 26.03 | 20.88 | 20.80 | 46.44 | 30.12 | 57.72 | 20.75 | 27.33 | 22.96 | 21.10 | 26.96 | 20.08 | 22.20 | 22.60 | 24.22 | 24.82 | 33.05 | 51.26 | 28.99 | 26.89 | 27.20 | 31.24 | 31.23 | 37.91 | 47.68 | 70.26 | 39.85 | 48.23 | 45.30 | 45.29 | 35.10 | 39.39 | 50.31 | 57.77 | 58.85 | 67.32 | 38.31 | 54.43 | 68.09 | 60.71 | 42.25 |
| Draw Down(%) | NA | 11.84 | 21.08 | 44.13 | 51.41 | NA | NA | … | … | 7.79 | 20.43 | 14.92 | 16.95 | 38.10 | 20.75 | 51.41 | 9.70 | 25.96 | 22.93 | 11.64 | 20.54 | 16.58 | 13.58 | 24.95 | 16.89 | 15.96 | 12.06 | 46.50 | 28.64 | 25.42 | 25.04 | 35.38 | 29.55 | 25.02 | 24.12 | 45.72 | 34.37 | 50.82 | 21.53 | 30.33 | 21.43 | 38.57 | 45.21 | 50.56 | 26.57 | 69.57 | 45.18 | 24.07 | 66.67 | 74.66 | 26.76 |
| Yield(%) | 0.00 | 1.16 | 1.47 | 1.17 | 1.98 | 4.19 | 9.29 | … | … | 0.24 | 1.06 | 1.07 | 1.16 | 1.10 | 0.97 | 0.24 | 1.22 | 1.12 | 0.98 | 0.99 | 1.01 | 1.08 | 1.25 | 1.18 | 1.38 | 1.50 | 1.43 | 1.52 | 0.99 | 0.82 | 0.76 | 0.66 | 0.53 | 0.59 | 1.03 | 0.88 | 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 08/08/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROST (Ross Stores, Inc.) |
-20.63%
Jan 1992 – Jan 1995 |
-22.85%
Nov 1985 – Nov 1990 |
-0.51%
Nov 1985 – Nov 1995 |
7.80%
Nov 1985 – Nov 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROST (Ross Stores, Inc.) |
111.79%
Apr 1995 – Apr 1998 |
54.39%
Mar 1995 – Mar 2000 |
36.65%
Apr 1995 – Apr 2005 |
29.81%
Apr 1995 – Apr 2010 |
Annualized Rolling Returns Comparison Chart