Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAM (The Boston Beer Company, Inc.) | -36.20% | -32.75% | -15.92% | -21.48% | -1.41% | 7.04% | 11.28% | 6.85% |
Data as of 07/15/2025, AR inception is 11/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAM (The Boston Beer Company, Inc.) | 11/21/1995 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.51 | -32.75 | -15.92 | -21.48 | -1.41 | 7.04 | 11.28 | 6.85 | -36.20 | -12.87 | 4.88 | -34.76 | -49.20 | 163.14 | 56.89 | 26.03 | 12.50 | -15.88 | -30.27 | 19.75 | 79.84 | 23.85 | 14.17 | 104.06 | 64.08 | -24.57 | 4.64 | 43.92 | 17.54 | 17.25 | 26.85 | -16.62 | 94.61 | 22.61 | -15.44 | 8.80 | -23.78 | -56.84 | -15.18 |
| Sharpe Ratio | NA | -1.20 | -0.46 | -0.52 | -0.07 | NA | NA | 0.13 | -1.88 | -0.54 | 0.02 | -0.80 | -0.98 | 2.86 | 1.49 | 0.65 | 0.43 | -0.45 | -0.96 | 0.74 | 2.57 | 0.81 | 0.45 | 3.50 | 1.51 | -0.50 | 0.04 | 1.57 | 0.56 | 0.48 | 0.92 | -0.43 | 2.60 | 0.61 | -0.43 | 0.12 | -0.68 | -1.29 | -1.19 |
| Standard Deviation(%) | NA | 29.51 | 37.89 | 43.16 | 40.63 | NA | NA | 38.36 | 31.55 | 36.51 | 36.99 | 45.54 | 50.31 | 56.70 | 37.26 | 38.20 | 28.02 | 35.49 | 31.41 | 26.51 | 31.02 | 29.55 | 31.27 | 29.68 | 42.32 | 51.24 | 46.04 | 25.96 | 27.35 | 34.09 | 28.45 | 41.51 | 36.23 | 30.28 | 42.99 | 47.04 | 40.29 | 46.42 | 70.31 |
| Draw Down(%) | NA | 42.19 | 55.14 | 85.68 | 85.68 | NA | NA | 85.68 | 37.91 | 30.86 | 28.12 | 44.26 | 66.45 | 28.60 | 22.94 | 27.00 | 25.73 | 27.48 | 39.18 | 15.76 | 14.86 | 21.11 | 25.52 | 11.51 | 36.40 | 47.98 | 42.02 | 7.23 | 17.93 | 25.09 | 25.49 | 27.84 | 17.32 | 20.92 | 34.12 | 47.06 | 28.16 | 60.10 | 30.38 |
| Yield(%) | 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAM (The Boston Beer Company, Inc.) |
-38.83%
Apr 2021 - Apr 2024 |
-18.68%
Jun 2020 - Jun 2025 |
-2.24%
Jan 2015 - Jan 2025 |
7.18%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAM (The Boston Beer Company, Inc.) |
85.48%
Mar 2018 - Mar 2021 |
63.63%
Mar 2009 - Mar 2014 |
31.40%
Sep 2003 - Sep 2013 |
29.15%
Mar 2006 - Mar 2021 |
Annualized Rolling Returns Comparison Chart