Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STZ (Constellation Brands, Inc.) | -0.56% | -21.28% | -16.15% | -9.12% | 0.32% | 14.55% | 9.79% | … | … |
Data as of 06/03/2026, Common starting date is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STZ (Constellation Brands, Inc.) | 03/17/1992 | 06/03/2026 |
| 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 (%) | -5.79 | -21.28 | -16.15 | -9.12 | 0.32 | 14.55 | 9.79 | … | … | -0.56 | -35.99 | -7.11 | 5.83 | -6.43 | 16.12 | 17.41 | 19.85 | -28.73 | 50.69 | 8.67 | 46.19 | 39.49 | 98.87 | 71.21 | -6.68 | 39.05 | 1.01 | -33.29 | -18.54 | 10.64 | 12.79 | 41.24 | 38.89 | 10.67 | 45.87 | 15.20 | -11.78 | 4.40 | 94.30 | -12.64 | -14.14 | 20.63 | 85.29 | -8.11 |
| Sharpe Ratio | NA | -0.78 | -0.65 | -0.46 | -0.05 | NA | NA | … | … | 0.07 | -1.18 | -0.55 | 0.10 | -0.34 | 0.82 | 0.37 | 0.65 | -1.34 | 2.81 | 0.36 | 2.32 | 1.93 | 2.30 | 1.96 | -0.21 | 1.59 | 0.03 | -0.74 | -0.70 | 0.35 | 0.37 | 1.60 | 1.47 | 0.23 | 1.20 | 0.31 | -0.45 | 0.02 | 2.66 | -0.35 | -0.32 | 0.53 | 2.07 | -0.23 |
| Standard Deviation(%) | NA | 30.08 | 26.64 | 24.74 | 27.13 | NA | NA | … | … | 33.83 | 33.08 | 19.51 | 20.92 | 23.45 | 19.67 | 46.12 | 28.10 | 22.46 | 17.90 | 23.73 | 19.93 | 20.44 | 42.89 | 36.65 | 32.53 | 24.53 | 34.71 | 46.41 | 30.94 | 20.94 | 28.57 | 25.10 | 25.99 | 42.05 | 37.00 | 35.49 | 33.40 | 38.37 | 33.93 | 46.02 | 55.84 | 33.16 | 39.92 | 53.87 |
| Draw Down(%) | NA | 27.99 | 51.28 | 51.28 | 53.53 | NA | NA | … | … | 16.16 | 41.29 | 18.25 | 16.00 | 16.31 | 13.67 | 49.29 | 16.77 | 32.28 | 7.11 | 14.91 | 8.06 | 9.95 | 21.59 | 24.30 | 27.60 | 17.26 | 35.09 | 54.31 | 34.67 | 14.24 | 27.83 | 13.64 | 15.58 | 30.12 | 21.32 | 20.72 | 28.73 | 34.12 | 22.89 | 56.96 | 42.45 | 32.54 | 25.33 | 53.61 |
| Yield(%) | 0.00 | 2.32 | 1.61 | 1.52 | 2.03 | 10.48 | 6.64 | … | … | 1.45 | 1.83 | 1.61 | 1.52 | 1.25 | 1.40 | 1.59 | 1.82 | 1.21 | 1.27 | 1.07 | 0.95 | 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 06/03/2026, Common starting date is 03/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STZ (Constellation Brands, Inc.) |
-22.36%
May 2006 – May 2009 |
-11.94%
Jun 2005 – Jun 2010 |
0.58%
May 2016 – May 2026 |
7.09%
Jun 1995 – Jun 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STZ (Constellation Brands, Inc.) |
82.99%
May 2012 – May 2015 |
57.50%
May 2012 – May 2017 |
34.31%
Apr 2009 – Apr 2019 |
24.16%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart