Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTZ (Utz Brands, Inc.) | -31.32% | -47.14% | -22.43% | -21.06% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTZ (Utz Brands, Inc.) | 03/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.42 | -47.14 | -22.43 | -21.06 | NA | NA | NA | … | … | -31.32 | -32.33 | -2.08 | 3.96 | 0.84 | -26.98 | 104.44 |
| Sharpe Ratio | NA | -1.05 | -0.69 | -0.59 | NA | NA | NA | … | … | -1.12 | -0.97 | -0.18 | 0.01 | -0.02 | -0.70 | 3.72 |
| Standard Deviation(%) | NA | 43.45 | 37.05 | 36.89 | NA | NA | NA | … | … | 52.68 | 36.25 | 31.38 | 33.99 | 38.50 | 38.40 | 36.28 |
| Draw Down(%) | NA | 51.10 | 62.96 | 69.98 | NA | NA | NA | … | … | 37.03 | 40.26 | 25.70 | 38.98 | 30.98 | 54.05 | 12.83 |
| Yield(%) | 0.00 | 1.81 | 1.58 | 0.95 | 1.25 | 0.83 | 0.62 | … | … | 0.61 | 1.70 | 1.65 | 1.41 | 1.29 | 0.93 | 1.01 |
Data as of 06/05/2026, Common starting date is 03/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTZ (Utz Brands, Inc.) |
-23.64%
Apr 2023 – Apr 2026 |
-21.68%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTZ (Utz Brands, Inc.) |
23.12%
Apr 2020 – Apr 2023 |
6.26%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart