Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPB (Turning Point Brands, Inc.) | -20.08% | 16.22% | 59.84% | 14.29% | 25.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPB (Turning Point Brands, Inc.) | 05/12/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 16.22 | 59.84 | 14.29 | 25.23 | NA | NA | … | … | -20.08 | 81.04 | 130.09 | 23.14 | -42.19 | -14.76 | 57.00 | 5.64 | 29.57 | 72.89 | 19.51 |
| Sharpe Ratio | NA | 0.28 | 1.33 | 0.31 | 0.46 | NA | NA | … | … | -0.68 | 1.82 | 4.05 | 0.61 | -0.98 | -0.33 | 0.93 | 0.08 | 0.64 | 2.18 | 0.40 |
| Standard Deviation(%) | NA | 52.24 | 42.25 | 42.65 | 48.07 | NA | NA | … | … | 69.52 | 43.15 | 31.25 | 32.10 | 44.60 | 44.32 | 60.50 | 53.39 | 44.05 | 33.33 | 79.57 |
| Draw Down(%) | NA | 50.58 | 50.58 | 63.14 | 72.75 | NA | NA | … | … | 50.58 | 22.38 | 15.88 | 23.56 | 48.36 | 39.73 | 48.88 | 62.35 | 37.90 | 16.98 | 39.36 |
| Yield(%) | 0.00 | 0.41 | 1.32 | 0.57 | 2.03 | 1.28 | 0.96 | … | … | 0.07 | 0.49 | 1.07 | 1.20 | 0.65 | 0.51 | 0.71 | 0.66 | 0.79 | 0.32 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPB (Turning Point Brands, Inc.) |
-19.16%
Feb 2021 – Feb 2024 |
-12.69%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPB (Turning Point Brands, Inc.) |
80.36%
Feb 2023 – Feb 2026 |
37.24%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart