Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SAUC (Diversified Restaurant Holdings Inc) NA 9.47% -16.86% -26.54% -14.87% NA NA
Data as of 02/25/2020, Common starting date is 11/19/2008
More Performance Analytics Comparison
Name Start Date End Date
SAUC (Diversified Restaurant Holdings Inc) 11/19/2008 02/25/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 9.47 -16.86 -26.54 -14.87 NA NA 0.00 7.22 -39.37 14.29 -37.78 -56.40 8.18 19.25 -18.37 -6.67 -2.78 2.86 0.00
Sharpe Ratio NA -0.13 -0.46 -0.65 -0.17 NA NA -0.12 -0.14 -1.06 -0.08 -0.92 -1.31 -0.19 0.02 -0.30 -0.06 -0.05 -0.02 0.00
Standard Deviation(%) NA 108.66 80.58 76.23 214.98 NA NA 8.77 113.70 57.42 60.43 77.89 57.03 55.37 42.99 125.72 444.83 464.12 668.81 NA
Draw Down(%) NA 66.37 90.38 92.20 95.43 NA NA 0.95 68.33 56.89 66.33 63.11 56.40 31.79 42.60 38.78 92.38 95.37 99.05 0.00
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
Data as of 02/25/2020, Common starting date is 11/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAUC (Diversified Restaurant Holdings Inc) -45.97%
Oct 2013 – Oct 2016
-39.21%
Oct 2014 – Oct 2019
-20.80%
Aug 2009 – Aug 2019
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAUC (Diversified Restaurant Holdings Inc) 63.07%
Jun 2011 – Jun 2014
6.68%
Jun 2011 – Jun 2016
-14.87%
Jan 2009 – Jan 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return