Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ULTA (Ulta Beauty, Inc.) | -23.55% | -0.67% | 3.18% | 7.21% | 6.93% | 16.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/25/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULTA (Ulta Beauty, Inc.) | 10/25/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.08 | -0.67 | 3.18 | 7.21 | 6.93 | 16.12 | NA | … | … | -23.55 | 39.68 | -9.76 | 4.46 | 13.76 | 43.59 | 13.44 | 3.39 | 9.47 | -12.27 | 37.81 | 44.71 | 32.45 | -1.77 | 53.05 | 90.94 | 87.22 | 119.32 | -51.72 | -42.49 |
| Sharpe Ratio | NA | 0.52 | 0.10 | 0.16 | 0.17 | NA | NA | … | … | -1.00 | 1.00 | -0.47 | 0.01 | 0.34 | 1.36 | 0.20 | 0.04 | 0.24 | -0.46 | 1.19 | 1.77 | 0.99 | -0.04 | 1.86 | 1.95 | 1.87 | 1.76 | -0.58 | -1.13 |
| Standard Deviation(%) | NA | 34.84 | 34.44 | 34.27 | 38.71 | NA | NA | … | … | 37.21 | 37.44 | 34.68 | 28.20 | 36.78 | 32.11 | 64.95 | 46.55 | 33.92 | 28.04 | 31.47 | 25.20 | 32.76 | 45.05 | 28.75 | 46.58 | 46.57 | 67.64 | 90.98 | 86.58 |
| Draw Down(%) | NA | 32.11 | 44.56 | 44.56 | 64.92 | NA | NA | … | … | 32.11 | 27.70 | 43.48 | 32.57 | 20.70 | 13.38 | 57.35 | 38.47 | 27.11 | 39.39 | 19.15 | 11.57 | 18.71 | 31.40 | 14.39 | 28.84 | 19.99 | 52.28 | 66.41 | 53.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.17 | … | … | 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 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/25/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULTA (Ulta Beauty, Inc.) |
-14.91%
Mar 2017 – Mar 2020 |
0.88%
Jul 2019 – Jul 2024 |
8.12%
May 2016 – May 2026 |
15.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULTA (Ulta Beauty, Inc.) |
145.88%
Feb 2009 – Feb 2012 |
78.02%
Nov 2008 – Nov 2013 |
49.67%
Feb 2009 – Feb 2019 |
35.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart