Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPB (Spectrum Brands Holdings, Inc.) | 40.83% | 50.40% | 6.05% | 1.43% | 1.84% | 7.08% | 4.27% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPB (Spectrum Brands Holdings, Inc.) | 03/17/1980 | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | 50.40 | 6.05 | 1.43 | 1.84 | 7.08 | 4.27 | … | … | 40.83 | -27.90 | 7.96 | 34.08 | -38.65 | 31.26 | 26.71 | 56.71 | -59.05 | 8.93 | 14.75 | -4.24 | 22.64 | 54.10 | 91.77 | -35.22 | -11.82 | 16.42 | -17.62 | 4.57 | 21.32 | -22.94 | 3.29 | 89.82 | 5.34 | 85.60 | -66.22 | -62.24 | 81.48 | 58.82 | 36.00 | -13.79 | -42.00 | 42.86 | 75.00 | 0.00 | -85.71 | 64.71 | -19.05 | -12.50 | -60.66 | -53.44 | -2.96 | 3.85 | -42.48 | -22.34 | 169.44 |
| Sharpe Ratio | NA | 0.99 | 0.04 | -0.07 | -0.01 | NA | NA | … | … | 2.85 | -0.84 | 0.16 | 1.10 | -0.81 | 1.01 | 0.39 | 1.34 | -1.22 | 0.33 | 0.51 | -0.17 | 1.01 | 1.95 | 1.61 | -0.84 | -0.41 | 0.39 | -0.58 | 0.07 | 0.75 | -0.60 | 0.09 | 2.59 | 0.13 | 2.25 | -1.22 | -1.02 | 0.59 | 1.50 | 0.72 | -0.34 | -0.58 | 0.35 | 0.61 | -0.03 | -0.84 | 0.75 | -0.40 | -0.20 | -0.89 | -1.55 | -0.27 | -0.06 | -0.91 | -0.62 | 4.89 |
| Standard Deviation(%) | NA | 36.43 | 31.72 | 36.37 | 40.98 | NA | NA | … | … | 36.96 | 36.72 | 27.74 | 27.93 | 49.78 | 31.01 | 68.32 | 41.24 | 49.62 | 24.97 | 28.72 | 25.70 | 22.30 | 27.73 | 57.72 | 42.18 | 29.01 | 41.70 | 31.70 | 20.04 | 23.82 | 41.85 | 26.81 | 34.42 | 32.62 | 37.81 | 57.85 | 64.20 | 133.10 | 36.59 | 44.59 | 52.78 | 77.56 | 114.20 | 117.50 | 136.94 | 107.95 | 78.80 | 59.96 | 82.41 | 72.66 | 38.13 | 36.31 | 39.25 | 54.82 | 52.59 | 49.15 |
| Draw Down(%) | NA | 15.76 | 46.30 | 62.73 | 79.32 | NA | NA | … | … | 14.55 | 40.23 | 14.77 | 21.64 | 61.68 | 19.03 | 61.84 | 29.30 | 64.13 | 28.95 | 23.75 | 21.20 | 12.55 | 21.86 | 30.00 | 37.93 | 41.72 | 20.14 | 22.81 | 8.77 | 20.13 | 38.42 | 15.88 | 18.72 | 33.99 | 29.78 | 78.64 | 68.64 | 69.86 | 20.00 | 20.00 | 34.38 | 50.91 | 25.00 | 54.17 | 63.64 | 90.18 | 48.48 | 41.38 | 65.45 | 72.46 | 61.48 | 37.24 | 27.33 | 59.40 | 42.35 | 18.03 |
| Yield(%) | 0.00 | 3.34 | 2.42 | 2.03 | 1.65 | 2.83 | 1.75 | … | … | 1.57 | 2.25 | 2.16 | 2.71 | 1.65 | 2.15 | 2.64 | 3.87 | 0.88 | 0.00 | 0.00 | 0.00 | 2.50 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPB (Spectrum Brands Holdings, Inc.) |
-52.39%
Jul 1998 – Jul 2001 |
-42.01%
Dec 1985 – Dec 1990 |
-34.86%
Dec 1980 – Dec 1990 |
-23.73%
Dec 1980 – Dec 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPB (Spectrum Brands Holdings, Inc.) |
76.52%
Jul 1995 – Jul 1998 |
32.84%
Feb 2012 – Feb 2017 |
16.56%
Dec 2011 – Dec 2021 |
14.26%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart