Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAH (Sonic Automotive, Inc.) | 33.65% | 17.35% | 27.37% | 13.79% | 18.98% | 15.02% | 8.04% | … | … |
Data as of 06/05/2026, Common starting date is 11/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAH (Sonic Automotive, Inc.) | 11/12/1997 | 06/05/2026 |
| 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 (%) | -0.56 | 17.35 | 27.37 | 13.79 | 18.98 | 15.02 | 8.04 | … | … | 33.65 | -0.27 | 15.18 | 16.72 | 1.93 | 29.42 | 26.19 | 129.27 | -24.46 | -18.61 | 1.68 | -15.42 | 10.90 | 17.68 | 41.87 | 12.71 | 27.68 | 161.06 | -78.25 | -32.07 | 32.87 | -8.19 | 10.33 | 55.42 | -36.56 | 240.95 | -29.49 | -43.48 | 258.44 | -16.76 |
| Sharpe Ratio | NA | 0.48 | 0.63 | 0.26 | 0.36 | NA | NA | … | … | 2.69 | -0.08 | 0.31 | 0.31 | 0.01 | 0.67 | 0.30 | 2.85 | -0.69 | -0.52 | 0.04 | -0.61 | 0.38 | 0.65 | 1.11 | 0.26 | 0.59 | 1.24 | -0.61 | -1.24 | 1.33 | -0.37 | 0.26 | 1.28 | -0.64 | 3.88 | -0.64 | -0.83 | 4.21 | -1.96 |
| Standard Deviation(%) | NA | 40.17 | 39.45 | 42.19 | 47.47 | NA | NA | … | … | 38.58 | 40.38 | 36.78 | 42.56 | 50.19 | 43.61 | 84.97 | 44.88 | 37.33 | 37.07 | 40.64 | 25.44 | 28.49 | 27.01 | 37.86 | 49.08 | 46.86 | 129.52 | 130.49 | 28.58 | 22.27 | 28.53 | 35.48 | 42.59 | 59.31 | 63.27 | 52.59 | 56.77 | 60.51 | 40.31 |
| Draw Down(%) | NA | 33.64 | 33.64 | 37.97 | 70.77 | NA | NA | … | … | 10.26 | 32.44 | 18.74 | 35.92 | 36.46 | 22.29 | 70.00 | 16.04 | 43.11 | 36.48 | 30.10 | 24.50 | 21.31 | 19.87 | 34.96 | 35.28 | 36.34 | 77.16 | 92.83 | 39.97 | 25.72 | 22.03 | 29.17 | 27.09 | 63.60 | 52.09 | 50.52 | 57.29 | 46.86 | 20.42 |
| Yield(%) | 0.00 | 2.08 | 3.11 | 2.36 | 4.17 | 4.18 | 1.94 | … | … | 0.62 | 2.34 | 2.23 | 2.46 | 2.07 | 1.19 | 1.27 | 2.80 | 1.30 | 0.87 | 0.89 | 0.42 | 0.42 | 0.46 | 0.67 | 0.73 | 0.23 | 0.00 | 2.51 | 1.63 | 2.11 | 1.99 | 1.95 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAH (Sonic Automotive, Inc.) |
-61.00%
Feb 2006 – Feb 2009 |
-41.84%
Feb 2004 – Feb 2009 |
-20.38%
Feb 1999 – Feb 2009 |
-3.20%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAH (Sonic Automotive, Inc.) |
129.53%
Feb 2009 – Feb 2012 |
76.11%
Feb 2009 – Feb 2014 |
27.31%
Feb 2009 – Feb 2019 |
28.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart