Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BROS (Dutch Bros Inc.) | -5.60% | -21.25% | 25.68% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BROS (Dutch Bros Inc.) | 09/15/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | -21.25 | 25.68 | NA | NA | NA | NA | … | … | -5.60 | 22.20 | 68.49 | 12.34 | -44.63 | 38.79 |
| Sharpe Ratio | NA | -0.52 | 0.42 | NA | NA | NA | NA | … | … | -0.44 | 0.32 | 1.19 | 0.17 | -0.56 | 2.00 |
| Standard Deviation(%) | NA | 51.49 | 54.27 | NA | NA | NA | NA | … | … | 51.91 | 61.07 | 52.57 | 48.67 | 82.63 | 100.58 |
| Draw Down(%) | NA | 37.11 | 45.31 | NA | NA | NA | NA | … | … | 26.19 | 44.17 | 32.03 | 44.13 | 60.00 | 39.41 |
| 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 |
Data as of 06/09/2026, Common starting date is 09/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROS (Dutch Bros Inc.) |
-24.26%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROS (Dutch Bros Inc.) |
29.50%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart