Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THST (Truett-Hurst Inc) | NA | -72.73% | -56.32% | -47.75% | -35.92% | NA | NA | -36.56% |
Data as of 05/16/2024, AR inception is 06/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THST (Truett-Hurst Inc) | 06/20/2013 | 05/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -72.73 | -56.32 | -47.75 | -35.92 | NA | NA | -36.56 | 0.00 | -60.00 | -71.15 | 42.55 | -58.77 | -40.93 | -6.76 | 16.29 | 22.76 | -63.48 | -4.80 | -26.58 |
| Sharpe Ratio | NA | -0.34 | -0.27 | -0.25 | -0.24 | NA | NA | -0.24 | -0.01 | -0.37 | -0.25 | 0.29 | -0.30 | -0.77 | -0.34 | -0.05 | -0.12 | -0.80 | -0.44 | -1.05 |
| Standard Deviation(%) | NA | 227.72 | 221.21 | 201.15 | 153.90 | NA | NA | 148.28 | 247.57 | 172.37 | 285.59 | 160.94 | 198.84 | 83.67 | 83.82 | 56.44 | 93.44 | 102.68 | 52.69 | 58.59 |
| Draw Down(%) | NA | 81.48 | 94.44 | 96.88 | 99.14 | NA | NA | 99.16 | 80.00 | 81.48 | 90.54 | 51.09 | 77.39 | 56.33 | 40.00 | 25.98 | 32.48 | 80.00 | 36.03 | 42.03 |
| Yield(%) | 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 05/16/2024, AR inception is 06/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THST (Truett-Hurst Inc) |
-49.65%
Dec 2020 - Dec 2023 |
-50.05%
Dec 2018 - Dec 2023 |
-34.57%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THST (Truett-Hurst Inc) |
29.76%
Nov 2015 - Nov 2018 |
-8.19%
Nov 2015 - Nov 2020 |
-23.40%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart