Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WINA (Winmark Corporation) | -5.62% | -8.81% | 4.71% | 16.25% | 15.67% | 19.28% | 16.02% | … | … |
Data as of 06/04/2026, Common starting date is 08/26/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WINA (Winmark Corporation) | 08/26/1993 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | -8.81 | 4.71 | 16.25 | 15.67 | 19.28 | 16.02 | … | … | -5.62 | 3.98 | -3.47 | 78.65 | -3.95 | 38.67 | -4.34 | 25.38 | 23.36 | 2.93 | 36.15 | 7.32 | 6.27 | 62.99 | -0.36 | 71.01 | 56.86 | 86.82 | -48.33 | 10.29 | -3.35 | -25.66 | 52.83 | 83.88 | -8.71 | 136.93 | 9.00 | -69.23 | 8.33 | 37.14 | -9.09 | -9.41 | -40.14 | 22.41 |
| Sharpe Ratio | NA | -0.35 | 0.08 | 0.43 | 0.48 | NA | NA | … | … | -0.41 | 0.03 | -0.22 | 2.93 | -0.17 | 1.38 | -0.10 | 1.06 | 1.00 | 0.12 | 1.64 | 0.35 | 0.27 | 2.69 | -0.01 | 2.02 | 1.56 | 1.34 | -0.67 | 0.13 | -0.12 | -0.47 | 0.84 | 1.35 | -0.18 | 2.25 | 0.04 | -0.90 | 0.09 | 0.86 | -0.36 | -0.33 | -0.69 | 1.45 |
| Standard Deviation(%) | NA | 38.26 | 32.92 | 31.64 | 30.10 | NA | NA | … | … | 40.86 | 33.40 | 32.48 | 25.88 | 31.42 | 28.05 | 46.36 | 22.45 | 22.07 | 18.75 | 21.86 | 20.78 | 23.32 | 23.39 | 38.00 | 35.08 | 36.28 | 64.82 | 73.28 | 56.58 | 58.91 | 59.87 | 61.64 | 61.56 | 54.47 | 61.34 | 113.15 | 80.59 | 51.43 | 38.53 | 34.95 | 40.23 | 62.29 | 52.53 |
| Draw Down(%) | NA | 31.71 | 31.71 | 31.71 | 45.45 | NA | NA | … | … | 26.75 | 24.17 | 19.72 | 13.11 | 24.41 | 12.96 | 45.45 | 18.47 | 15.19 | 12.41 | 9.97 | 17.01 | 21.02 | 11.35 | 32.45 | 24.79 | 16.16 | 32.88 | 49.71 | 20.12 | 31.36 | 39.13 | 32.64 | 13.30 | 22.36 | 21.33 | 55.76 | 78.30 | 37.70 | 29.41 | 36.36 | 35.19 | 45.14 | 20.25 |
| Yield(%) | 0.00 | 0.93 | 1.68 | 3.04 | 3.58 | 8.48 | 8.82 | … | … | 0.49 | 0.97 | 2.48 | 1.30 | 1.03 | 4.84 | 1.79 | 0.57 | 0.42 | 0.34 | 0.40 | 0.31 | 6.23 | 0.34 | 0.27 | 0.35 | 0.29 | 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 06/04/2026, Common starting date is 08/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINA (Winmark Corporation) |
-36.72%
Sep 1997 – Sep 2000 |
-27.46%
Sep 1994 – Sep 1999 |
-3.01%
Feb 1999 – Feb 2009 |
-3.35%
Jan 1994 – Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINA (Winmark Corporation) |
87.33%
Jan 2009 – Jan 2012 |
54.48%
Feb 2009 – Feb 2014 |
34.60%
Feb 2009 – Feb 2019 |
29.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart