Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEN (The Wendy's Company) | -32.07% | -32.90% | -15.15% | -11.51% | 3.60% | 8.95% | 0.39% | 7.68% |
Data as of 07/25/2025, AR inception is 05/06/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEN (The Wendy's Company) | 05/06/1980 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | -32.90 | -15.15 | -11.51 | 3.60 | 8.95 | 0.39 | 7.68 | -32.07 | -11.45 | -9.65 | -2.77 | 10.98 | 0.07 | 45.34 | -3.02 | 23.78 | 28.49 | 21.84 | 6.02 | 90.45 | -10.42 | 17.94 | -0.07 | -3.83 | -41.13 | -58.88 | 32.29 | 31.14 | 12.53 | 45.65 | 7.98 | 0.21 | 31.97 | 15.75 | -41.74 | 136.96 | 4.55 | -6.38 | -53.00 | 69.49 | 353.85 | 0.00 | -72.92 | 71.43 | 0.00 | 166.67 | 40.00 | -16.67 | -30.77 | 23.81 | -12.50 | -25.00 | 88.24 |
| Sharpe Ratio | NA | -1.37 | -0.73 | -0.44 | 0.05 | NA | NA | 0.10 | -1.70 | -0.60 | -0.63 | -0.14 | 0.30 | 0.00 | 1.82 | -0.19 | 1.04 | 1.05 | 0.82 | 0.28 | 3.14 | -0.43 | 0.51 | 0.00 | -0.08 | -0.56 | -1.48 | 1.30 | 1.09 | 0.55 | 1.89 | 0.28 | -0.11 | 0.95 | 0.58 | -1.15 | 3.49 | 0.03 | -0.27 | -1.33 | 1.95 | 5.57 | -0.04 | -1.02 | 0.90 | -0.10 | 2.76 | 0.42 | -0.31 | -0.64 | 0.36 | -0.33 | -0.57 | 2.22 |
| Standard Deviation(%) | NA | 30.52 | 25.56 | 29.63 | 35.56 | NA | NA | 47.30 | 33.33 | 25.08 | 21.40 | 30.67 | 36.32 | 77.34 | 24.14 | 23.74 | 22.26 | 26.90 | 26.66 | 21.48 | 28.83 | 24.47 | 35.40 | 35.12 | 51.58 | 75.34 | 42.06 | 22.24 | 26.55 | 21.09 | 23.80 | 24.35 | 19.89 | 29.29 | 21.19 | 39.21 | 37.99 | 34.77 | 38.50 | 42.12 | 34.35 | 62.06 | 103.76 | 76.95 | 72.91 | 48.20 | 58.40 | 83.52 | 72.04 | 58.58 | 48.14 | 61.14 | 62.26 | 69.90 |
| Draw Down(%) | NA | 46.56 | 50.44 | 57.14 | 68.61 | NA | NA | 89.60 | 34.03 | 20.26 | 21.23 | 32.85 | 28.63 | 68.61 | 14.79 | 17.83 | 16.57 | 16.98 | 25.45 | 24.03 | 12.78 | 22.77 | 20.93 | 29.29 | 36.32 | 70.03 | 62.07 | 20.38 | 14.27 | 20.75 | 8.33 | 23.01 | 17.14 | 14.11 | 20.17 | 53.67 | 23.40 | 28.95 | 43.28 | 61.35 | 24.62 | 20.73 | 61.76 | 81.82 | 25.64 | 36.99 | 33.33 | 33.33 | 50.00 | 50.00 | 27.78 | 25.00 | 47.37 | 20.51 |
| Yield(%) | 0.00 | 5.24 | 4.32 | 2.89 | 4.98 | 8.67 | 2.09 | 30.21 | 2.42 | 5.17 | 4.55 | 2.09 | 2.01 | 1.30 | 2.69 | 2.08 | 2.09 | 2.30 | 2.48 | 2.33 | 3.83 | 1.90 | 1.74 | 1.40 | 1.20 | 2.94 | 1.50 | 1.85 | 2.27 | 2.20 | 80.77 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 05/06/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEN (The Wendy's Company) |
-40.10%
Nov 2006 - Nov 2009 |
-24.48%
Jan 2007 - Jan 2012 |
-4.46%
Jun 1981 - Jun 1991 |
-5.52%
Oct 1993 - Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEN (The Wendy's Company) |
104.22%
Oct 1990 - Oct 1993 |
47.30%
Nov 1984 - Nov 1989 |
28.56%
Jul 1991 - Jul 2001 |
24.00%
Sep 1991 - Sep 2006 |
Annualized Rolling Returns Comparison Chart