Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SONC (Sonic Corp) | NA | 59.40% | 14.34% | 18.12% | NA | NA | NA | … | … |
Data as of 12/17/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SONC (Sonic Corp) | 06/18/2012 | 12/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 59.40 | 14.34 | 18.12 | NA | NA | NA | … | … | 58.26 | 3.66 | -17.95 | 18.66 | 34.87 | 93.95 | 17.10 | -33.50 | 0.50 | -17.26 | -44.43 | -8.56 | 21.78 | -3.28 | 48.93 | 49.93 | -14.63 | 54.42 | 22.70 | 14.57 | 32.67 | 10.29 | 34.21 | 40.74 | -21.36 | -14.88 | -3.20 | 123.21 |
| Sharpe Ratio | NA | 1.00 | -0.39 | -0.18 | -0.16 | NA | NA | … | … | 1.18 | -0.62 | -1.32 | 0.00 | 0.57 | 3.02 | 0.50 | -1.19 | -0.46 | -0.62 | -1.01 | -1.13 | -0.02 | -0.97 | 1.06 | 0.95 | -0.76 | 0.81 | -0.01 | 0.28 | 0.62 | 0.12 | 0.73 | 1.11 | -0.70 | -0.42 | -0.14 | 3.38 |
| Standard Deviation(%) | NA | 32.30 | 32.80 | 32.96 | 37.53 | NA | NA | … | … | 32.65 | 25.25 | 39.34 | 37.21 | 28.59 | 25.01 | 34.32 | 43.56 | 38.97 | 57.45 | 63.31 | 27.19 | 24.06 | 25.02 | 27.61 | 32.22 | 45.00 | 42.05 | 51.80 | 41.17 | 47.62 | 57.90 | 41.61 | 33.26 | 34.84 | 40.06 | 40.88 | 46.19 |
| Draw Down(%) | NA | 15.99 | 38.56 | 39.77 | 52.39 | NA | NA | … | … | 14.91 | 23.77 | 38.56 | 37.56 | 18.04 | 8.04 | 17.00 | 45.00 | 43.38 | 52.39 | 72.91 | 18.74 | 18.81 | 23.91 | 16.78 | 17.11 | 38.54 | 17.15 | 24.41 | 28.46 | 48.13 | 50.00 | 20.72 | 21.99 | 36.19 | 36.59 | 32.30 | 17.19 |
| Yield(%) | 0.00 | 1.73 | 1.65 | 1.96 | 2.25 | 1.50 | 1.12 | … | … | 1.77 | 2.22 | 1.49 | 1.38 | 0.45 | 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 12/17/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONC (Sonic Corp) |
-5.80%
Feb 2015 – Feb 2018 |
14.68%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONC (Sonic Corp) |
46.67%
Dec 2012 – Dec 2015 |
22.80%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart