Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOLE (Dole PLC) | -5.32% | 4.01% | 3.71% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOLE (Dole PLC) | 07/30/2021 | 06/11/2026 |
| 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 (%) | 1.29 | 4.01 | 3.71 | NA | NA | NA | NA | … | … | -5.32 | 13.36 | 12.83 | 30.80 | -25.25 | -7.57 |
| Sharpe Ratio | NA | 0.07 | 0.02 | NA | NA | NA | NA | … | … | -0.67 | 0.38 | 0.38 | 1.04 | -0.69 | -0.49 |
| Standard Deviation(%) | NA | 25.97 | 25.56 | NA | NA | NA | NA | … | … | 23.91 | 27.56 | 24.21 | 26.47 | 38.54 | 34.61 |
| Draw Down(%) | NA | 15.39 | 27.70 | NA | NA | NA | NA | … | … | 15.39 | 15.48 | 21.01 | 23.02 | 52.28 | 25.29 |
| Yield(%) | 0.00 | 1.85 | 2.40 | 2.01 | 1.01 | 0.67 | 0.50 | … | … | 0.58 | 2.47 | 2.58 | 3.33 | 2.38 | 0.55 |
Data as of 06/11/2026, Common starting date is 07/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOLE (Dole PLC) |
1.18%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| DOLE (Dole PLC) |
25.72%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart