Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZUMZ (Zumiez Inc.) | -9.87% | 86.65% | 20.11% | -13.07% | 4.85% | 0.18% | -1.63% | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZUMZ (Zumiez Inc.) | 05/06/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.27 | 86.65 | 20.11 | -13.07 | 4.85 | 0.18 | -1.63 | … | … | -9.87 | 42.10 | -4.28 | -6.44 | -54.70 | 30.48 | 6.49 | 80.18 | -7.97 | -4.67 | 44.51 | -60.86 | 48.58 | 33.95 | -30.08 | 3.31 | 111.24 | 70.74 | -69.42 | -17.54 | 36.70 | 73.78 |
| Sharpe Ratio | NA | 1.84 | 0.19 | -0.26 | 0.07 | NA | NA | … | … | -0.33 | 0.73 | -0.23 | -0.21 | -1.05 | 0.64 | 0.09 | 1.24 | -0.71 | -0.47 | 0.23 | -1.29 | 0.83 | 0.40 | -0.99 | -0.24 | 1.77 | 0.70 | -0.95 | -0.67 | 0.28 | 2.97 |
| Standard Deviation(%) | NA | 48.02 | 51.22 | 50.74 | 50.53 | NA | NA | … | … | 45.89 | 54.60 | 47.04 | 50.65 | 53.43 | 47.85 | 67.16 | 45.77 | 41.86 | 51.45 | 44.97 | 61.37 | 36.38 | 38.41 | 49.72 | 62.21 | 52.35 | 74.51 | 93.88 | 59.51 | 51.67 | 36.41 |
| Draw Down(%) | NA | 31.87 | 60.22 | 78.80 | 78.80 | NA | NA | … | … | 22.60 | 39.59 | 35.69 | 51.95 | 60.52 | 27.17 | 58.17 | 32.70 | 42.78 | 49.67 | 36.84 | 66.43 | 21.02 | 26.97 | 55.58 | 45.76 | 33.63 | 42.75 | 74.88 | 56.27 | 47.05 | 17.53 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZUMZ (Zumiez Inc.) |
-40.26%
Jun 2006 – Jun 2009 |
-20.78%
Jun 2012 – Jun 2017 |
-12.72%
Aug 2007 – Aug 2017 |
-4.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZUMZ (Zumiez Inc.) |
70.34%
Jun 2009 – Jun 2012 |
28.40%
Dec 2008 – Dec 2013 |
13.52%
Jan 2009 – Jan 2019 |
6.93%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart