Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBH (Sally Beauty Holdings, Inc.) | -15.99% | 31.50% | 1.46% | -9.78% | -8.94% | -1.84% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBH (Sally Beauty Holdings, Inc.) | 11/13/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.58 | 31.50 | 1.46 | -9.78 | -8.94 | -1.84 | NA | … | … | -15.99 | 43.44 | -18.37 | 6.07 | -32.18 | 41.56 | -28.55 | 7.04 | -9.12 | -28.99 | -5.27 | -9.27 | 1.69 | 28.26 | 11.55 | 45.42 | 89.93 | 34.45 | -37.13 | 16.03 | 4.00 |
| Sharpe Ratio | NA | 1.01 | 0.03 | -0.25 | -0.18 | NA | NA | … | … | -0.41 | 0.81 | -0.52 | 0.04 | -0.69 | 0.80 | -0.37 | 0.12 | -0.25 | -0.91 | -0.16 | -0.35 | 0.08 | 1.24 | 0.48 | 1.18 | 2.23 | 0.54 | -0.44 | 0.30 | 0.51 |
| Standard Deviation(%) | NA | 46.98 | 48.66 | 48.47 | 49.58 | NA | NA | … | … | 45.30 | 50.94 | 48.30 | 46.80 | 48.45 | 51.70 | 76.51 | 45.81 | 41.86 | 32.62 | 34.59 | 26.66 | 21.79 | 22.68 | 24.08 | 38.55 | 40.34 | 63.10 | 87.10 | 43.12 | 63.63 |
| Draw Down(%) | NA | 30.47 | 45.22 | 68.21 | 77.79 | NA | NA | … | … | 30.47 | 31.24 | 31.96 | 59.60 | 43.19 | 39.66 | 62.79 | 39.66 | 27.31 | 43.51 | 24.15 | 36.55 | 21.29 | 19.26 | 18.92 | 19.22 | 28.18 | 36.68 | 72.95 | 24.04 | 22.65 |
| 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 |
Data as of 06/04/2026, Common starting date is 11/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBH (Sally Beauty Holdings, Inc.) |
-26.61%
Mar 2017 – Mar 2020 |
-25.14%
Mar 2015 – Mar 2020 |
-12.58%
Apr 2015 – Apr 2025 |
-1.54%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBH (Sally Beauty Holdings, Inc.) |
83.21%
Feb 2009 – Feb 2012 |
49.29%
Feb 2009 – Feb 2014 |
17.11%
Nov 2008 – Nov 2018 |
8.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart