Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBUX (Starbucks Corporation) | 13.17% | 9.66% | 0.51% | -1.13% | 7.68% | 13.85% | 10.39% | … | … |
Data as of 06/04/2026, Common starting date is 06/26/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBUX (Starbucks Corporation) | 06/26/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.56 | 9.66 | 0.51 | -1.13 | 7.68 | 13.85 | 10.39 | … | … | 13.17 | -5.26 | -2.48 | -1.19 | -13.18 | 11.14 | 24.19 | 39.07 | 14.75 | 5.37 | -6.12 | 48.21 | 6.24 | 48.11 | 18.28 | 45.40 | 41.25 | 143.76 | -53.79 | -42.21 | 18.03 | -3.75 | 88.06 | 62.71 | 6.98 | -13.90 | 82.47 | -13.59 | 46.25 | 34.06 | 36.31 | 52.73 | 23.60 | 20.27 | 72.09 |
| Sharpe Ratio | NA | 0.65 | -0.02 | -0.09 | 0.23 | NA | NA | … | … | 1.70 | -0.24 | -0.17 | -0.22 | -0.41 | 0.49 | 0.52 | 1.97 | 0.57 | 0.27 | -0.31 | 2.14 | 0.35 | 2.49 | 0.64 | 1.35 | 1.46 | 3.02 | -0.95 | -1.91 | 0.50 | -0.24 | 3.89 | 2.10 | 0.15 | -0.36 | 1.26 | -0.27 | 0.79 | 0.72 | 0.60 | 1.25 | 0.45 | 0.45 | 3.82 |
| Standard Deviation(%) | NA | 28.44 | 32.20 | 31.30 | 29.29 | NA | NA | … | … | 30.13 | 34.16 | 36.32 | 22.68 | 35.67 | 22.64 | 45.61 | 19.13 | 23.41 | 17.40 | 20.12 | 22.52 | 18.03 | 19.31 | 28.65 | 33.69 | 28.22 | 47.50 | 57.70 | 23.86 | 29.12 | 25.34 | 22.37 | 29.55 | 39.22 | 46.10 | 61.86 | 63.43 | 54.40 | 42.15 | 53.57 | 38.86 | 45.64 | 39.76 | 48.17 |
| Draw Down(%) | NA | 18.53 | 31.97 | 43.68 | 43.68 | NA | NA | … | … | 14.51 | 31.32 | 25.49 | 21.08 | 39.80 | 15.53 | 39.63 | 17.18 | 20.47 | 18.01 | 14.81 | 14.69 | 12.02 | 6.90 | 29.80 | 16.53 | 18.33 | 22.85 | 64.97 | 44.81 | 25.44 | 26.94 | 11.09 | 14.32 | 27.31 | 44.00 | 36.82 | 49.53 | 49.73 | 29.55 | 28.44 | 20.98 | 30.47 | 23.29 | 17.60 |
| Yield(%) | 0.00 | 2.80 | 2.37 | 1.98 | 3.24 | 7.68 | 5.91 | … | … | 1.48 | 2.66 | 2.48 | 2.14 | 1.71 | 1.78 | 1.88 | 2.32 | 2.29 | 1.90 | 1.46 | 1.67 | 1.43 | 1.62 | 1.59 | 1.68 | 1.56 | 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 06/26/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBUX (Starbucks Corporation) |
-36.84%
Feb 2006 – Feb 2009 |
-13.32%
Feb 2004 – Feb 2009 |
3.03%
Dec 1998 – Dec 2008 |
12.54%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBUX (Starbucks Corporation) |
76.33%
Feb 2009 – Feb 2012 |
57.38%
Nov 2008 – Nov 2013 |
33.62%
Dec 1994 – Dec 2004 |
26.85%
Aug 1992 – Aug 2007 |
Annualized Rolling Returns Comparison Chart