Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAST (Carrols Restaurant Group Inc) | NA | 96.46% | 21.23% | 4.52% | 5.07% | 12.48% | NA | … | … |
Data as of 05/15/2024, Common starting date is 12/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAST (Carrols Restaurant Group Inc) | 12/15/2006 | 05/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 96.46 | 21.23 | 4.52 | 5.07 | 12.48 | NA | … | … | 21.32 | 481.06 | -54.05 | -48.06 | -10.92 | -28.35 | -19.01 | -20.33 | 29.90 | 53.87 | 15.43 | 10.54 | 95.83 | 55.93 | 4.95 | 161.85 | -71.82 | -32.44 | -6.71 |
| Sharpe Ratio | NA | 1.71 | 0.28 | 0.04 | 0.07 | NA | NA | … | … | 2.42 | 6.75 | -0.83 | -0.97 | -0.11 | -0.58 | -0.64 | -0.67 | 0.83 | 1.53 | 0.43 | 0.30 | 2.38 | 1.25 | 0.12 | 2.55 | -0.90 | -1.00 | -4.06 |
| Standard Deviation(%) | NA | 54.07 | 62.30 | 71.12 | 55.90 | NA | NA | … | … | 26.54 | 71.80 | 67.32 | 49.80 | 104.99 | 51.08 | 31.55 | 31.31 | 35.89 | 35.27 | 35.64 | 34.98 | 40.64 | 44.71 | 41.54 | 63.50 | 80.86 | 35.38 | 21.96 |
| Draw Down(%) | NA | 27.64 | 77.68 | 88.95 | 93.65 | NA | NA | … | … | 6.09 | 27.64 | 60.25 | 63.22 | 84.91 | 42.00 | 43.68 | 40.65 | 23.05 | 19.59 | 21.26 | 26.41 | 18.27 | 26.81 | 49.94 | 29.07 | 84.45 | 40.64 | 6.91 |
| Yield(%) | 0.00 | 0.82 | 2.53 | 1.06 | 0.70 | 11.22 | 3.80 | … | … | 0.26 | 1.41 | 0.00 | 6.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 94.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2024, Common starting date is 12/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAST (Carrols Restaurant Group Inc) |
-49.52%
Mar 2017 – Mar 2020 |
-34.20%
Dec 2017 – Dec 2022 |
-12.92%
Dec 2012 – Dec 2022 |
-5.26%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAST (Carrols Restaurant Group Inc) |
74.96%
Jun 2010 – Jun 2013 |
66.57%
Nov 2008 – Nov 2013 |
37.73%
Oct 2008 – Oct 2018 |
20.29%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart