Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVIN (Scheid Vineyards Inc) | -34.55% | -73.66% | -59.28% | -42.38% | -28.52% | -13.02% | -15.65% | … | … |
Data as of 06/08/2026, Common starting date is 07/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVIN (Scheid Vineyards Inc) | 07/28/1997 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | -73.66 | -59.28 | -42.38 | -28.52 | -13.02 | -15.65 | … | … | -34.55 | -64.00 | -37.15 | -47.43 | -1.44 | 11.22 | -55.43 | -53.33 | 11.94 | 123.33 | -6.69 | 6.07 | 21.24 | 72.41 | 61.11 | 4.65 | -48.66 | -30.35 | -35.00 | 15.63 | -11.11 | 21.01 | 15.76 | 97.69 | -16.13 | 1.22 | -15.52 | 45.18 | -46.58 | -18.89 |
| Sharpe Ratio | NA | -1.27 | -0.77 | -0.68 | -0.55 | NA | NA | … | … | -0.92 | -0.66 | -0.73 | -0.89 | -0.08 | 0.29 | -0.94 | -1.37 | 0.27 | 4.11 | -0.28 | 0.27 | 0.63 | 1.60 | 1.55 | 0.07 | -1.11 | -0.48 | -0.88 | 0.78 | -0.31 | 0.58 | 0.35 | 1.91 | -0.38 | -0.02 | -0.27 | 0.43 | -0.54 | -0.95 |
| Standard Deviation(%) | NA | 60.32 | 80.81 | 65.86 | 55.20 | NA | NA | … | … | 70.88 | 102.81 | 59.92 | 58.63 | 37.13 | 39.19 | 59.13 | 40.04 | 39.42 | 30.01 | 24.92 | 22.02 | 33.95 | 45.23 | 39.91 | 62.90 | 43.95 | 63.87 | 40.58 | 16.34 | 46.08 | 32.51 | 42.43 | 50.69 | 45.47 | 67.25 | 71.43 | 98.22 | 91.59 | 43.99 |
| Draw Down(%) | NA | 73.90 | 93.33 | 95.00 | 99.01 | NA | NA | … | … | 43.98 | 81.67 | 38.89 | 54.23 | 21.73 | 18.89 | 65.12 | 59.77 | 30.56 | 10.67 | 25.35 | 8.96 | 13.38 | 22.85 | 11.41 | 27.37 | 52.24 | 51.02 | 41.62 | 10.26 | 19.97 | 21.09 | 25.04 | 16.29 | 42.56 | 28.11 | 47.50 | 31.71 | 67.71 | 28.57 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 55.56 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIN (Scheid Vineyards Inc) |
-59.99%
May 2023 – May 2026 |
-42.32%
May 2021 – May 2026 |
-28.58%
May 2016 – May 2026 |
-13.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIN (Scheid Vineyards Inc) |
61.96%
Aug 2011 – Aug 2014 |
43.10%
Mar 2013 – Mar 2018 |
16.41%
Mar 2009 – Mar 2019 |
15.50%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart