Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTN (SpartanNash Co) | NA | 29.38% | -0.07% | 13.39% | 3.37% | 7.31% | 7.77% | … | … |
Data as of 09/19/2025, Common starting date is 08/02/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTN (SpartanNash Co) | 08/02/2000 | 09/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 29.38 | -0.07 | 13.39 | 3.37 | 7.31 | 7.77 | … | … | 51.53 | -16.56 | -21.21 | 20.65 | 53.55 | 28.39 | -12.25 | -33.25 | -31.61 | 86.30 | -15.53 | 9.97 | 60.86 | -15.38 | 10.78 | 20.24 | -37.62 | 2.64 | 10.07 | 103.47 | 56.93 | 32.80 | 231.13 | -87.37 | 99.33 | -46.37 |
| Sharpe Ratio | NA | 0.51 | -0.09 | 0.28 | 0.05 | NA | NA | … | … | 1.34 | -0.68 | -0.80 | 0.55 | 1.87 | 0.39 | -0.25 | -0.58 | -0.89 | 2.30 | -0.51 | 0.35 | 2.07 | -0.62 | 0.25 | 0.51 | -0.90 | 0.03 | 0.14 | 2.13 | 1.17 | 0.52 | 2.65 | -1.04 | 2.01 | -1.04 |
| Standard Deviation(%) | NA | 51.74 | 38.60 | 37.76 | 45.96 | NA | NA | … | … | 56.78 | 29.57 | 31.48 | 34.97 | 28.68 | 71.40 | 55.46 | 59.45 | 36.47 | 37.40 | 30.67 | 28.42 | 29.43 | 25.04 | 42.73 | 39.39 | 41.69 | 53.59 | 49.46 | 47.16 | 46.57 | 60.94 | 87.10 | 85.20 | 49.24 | 79.40 |
| Draw Down(%) | NA | 21.93 | 48.38 | 48.38 | 76.05 | NA | NA | … | … | 16.81 | 23.50 | 34.20 | 18.71 | 15.83 | 35.48 | 58.69 | 39.53 | 50.43 | 16.22 | 36.46 | 22.08 | 10.75 | 26.47 | 32.22 | 22.70 | 48.63 | 25.17 | 44.72 | 17.73 | 41.82 | 46.58 | 51.59 | 89.44 | 32.12 | 55.31 |
| Yield(%) | 0.83 | 4.99 | 2.85 | 4.88 | 2.78 | 4.34 | 5.25 | … | … | 3.62 | 3.62 | 2.80 | 3.28 | 4.44 | 5.51 | 4.34 | 2.63 | 1.67 | 2.88 | 2.09 | 1.98 | 2.16 | 1.62 | 1.40 | 1.39 | 0.85 | 0.94 | 0.96 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/19/2025, Common starting date is 08/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTN (SpartanNash Co) |
-40.40%
Jun 2001 – Jun 2004 |
-11.87%
Mar 2015 – Mar 2020 |
-2.29%
Oct 2008 – Oct 2018 |
1.40%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTN (SpartanNash Co) |
114.32%
Jun 2004 – Jun 2007 |
72.90%
Dec 2002 – Dec 2007 |
27.27%
Dec 2002 – Dec 2012 |
22.59%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart