Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPL (The Simply Good Foods Company) | -41.78% | -65.49% | -31.23% | -19.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPL (The Simply Good Foods Company) | 07/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | -65.49 | -31.23 | -19.33 | NA | NA | NA | … | … | -41.78 | -48.74 | -2.05 | 4.13 | -8.52 | 32.56 | 9.88 | 51.01 | 32.54 | 43.46 |
| Sharpe Ratio | NA | -1.53 | -1.00 | -0.65 | NA | NA | NA | … | … | -1.37 | -1.48 | -0.34 | 0.00 | -0.26 | 1.02 | 0.16 | 1.69 | 1.02 | 3.29 |
| Standard Deviation(%) | NA | 45.33 | 34.91 | 34.17 | NA | NA | NA | … | … | 56.23 | 35.26 | 25.74 | 28.40 | 37.99 | 31.79 | 60.24 | 29.29 | 30.61 | 33.00 |
| Draw Down(%) | NA | 69.75 | 75.54 | 76.58 | NA | NA | NA | … | … | 51.21 | 52.91 | 26.66 | 19.39 | 34.04 | 17.37 | 48.53 | 23.44 | 17.77 | 9.06 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPL (The Simply Good Foods Company) |
-31.72%
May 2023 – May 2026 |
-19.71%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPL (The Simply Good Foods Company) |
38.66%
Apr 2018 – Apr 2021 |
27.16%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart