Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARKO (Arko Corp) | 77.21% | 86.96% | 2.27% | -2.43% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 06/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARKO (Arko Corp) | 06/26/2020 | 06/16/2026 |
| 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 (%) | 4.46 | 86.96 | 2.27 | -2.43 | NA | NA | NA | … | … | 77.21 | -29.28 | -18.58 | -3.26 | 0.40 | -2.56 | -11.50 |
| Sharpe Ratio | NA | 1.93 | 0.03 | -0.09 | NA | NA | NA | … | … | 6.92 | -0.47 | -0.46 | -0.23 | -0.02 | -0.07 | -0.64 |
| Standard Deviation(%) | NA | 48.87 | 53.13 | 47.80 | NA | NA | NA | … | … | 46.98 | 69.19 | 47.84 | 29.80 | 41.85 | 35.64 | 32.99 |
| Draw Down(%) | NA | 26.40 | 55.20 | 64.00 | NA | NA | NA | … | … | 24.69 | 52.98 | 49.65 | 24.16 | 21.11 | 33.27 | 26.04 |
| Yield(%) | 0.00 | 2.75 | 1.51 | 1.04 | 0.50 | 0.33 | 0.25 | … | … | 1.34 | 1.87 | 1.44 | 1.39 | 1.04 | 0.00 | 0.00 |
Data as of 06/16/2026, Common starting date is 06/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKO (Arko Corp) |
-24.87%
Apr 2021 – Apr 2024 |
-13.90%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKO (Arko Corp) |
4.44%
May 2023 – May 2026 |
-4.20%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart