Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMK (Weis Markets, Inc.) | 24.84% | 7.24% | 8.27% | 10.25% | 6.41% | 7.73% | 6.36% | … | … |
Data as of 06/09/2026, Common starting date is 01/05/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMK (Weis Markets, Inc.) | 01/05/1988 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.78 | 7.24 | 8.27 | 10.25 | 6.41 | 7.73 | 6.36 | … | … | 24.84 | -3.57 | 8.00 | -20.81 | 27.10 | 40.93 | 21.27 | -12.73 | 18.61 | -37.83 | 54.79 | -4.79 | -6.56 | 37.79 | 0.83 | 8.08 | 14.53 | 11.84 | -12.84 | 2.30 | -4.11 | 14.88 | 13.17 | 20.92 | 14.83 | -24.58 | -9.36 | 15.04 | 14.19 | 13.07 | 16.13 | 20.61 | -8.02 | 6.04 | 5.62 | -14.31 | 3.00 | 8.10 | -21.31 |
| Sharpe Ratio | NA | 0.19 | 0.26 | 0.28 | 0.16 | NA | NA | … | … | 2.17 | -0.23 | 0.17 | -0.88 | 0.78 | 1.39 | 0.58 | -0.62 | 0.59 | -1.10 | 1.97 | -0.18 | -0.28 | 1.55 | 0.05 | 0.38 | 0.80 | 0.38 | -0.32 | -0.03 | -0.32 | 0.52 | 0.53 | 0.91 | 0.48 | -1.09 | -0.41 | 0.43 | 0.81 | 0.61 | 0.69 | 1.12 | -0.82 | 0.22 | 0.17 | -0.81 | -0.11 | 0.10 | -1.27 |
| Standard Deviation(%) | NA | 26.26 | 27.44 | 28.50 | 29.79 | NA | NA | … | … | 27.77 | 28.02 | 26.09 | 28.13 | 32.95 | 29.52 | 35.95 | 22.75 | 29.22 | 35.14 | 27.76 | 26.92 | 23.45 | 24.30 | 15.95 | 21.20 | 17.96 | 31.01 | 43.11 | 26.50 | 23.37 | 24.27 | 22.89 | 22.11 | 28.40 | 25.20 | 33.32 | 26.85 | 13.23 | 15.28 | 18.02 | 14.87 | 13.59 | 17.56 | 17.93 | 22.40 | 23.62 | 20.80 | 20.65 |
| Draw Down(%) | NA | 20.22 | 29.37 | 36.18 | 49.68 | NA | NA | … | … | 17.23 | 28.08 | 16.65 | 32.13 | 16.59 | 15.96 | 22.51 | 32.22 | 26.42 | 49.68 | 13.79 | 21.74 | 24.75 | 10.02 | 15.85 | 11.54 | 13.05 | 30.25 | 30.08 | 13.66 | 16.84 | 11.40 | 13.20 | 11.73 | 22.96 | 28.76 | 26.86 | 16.91 | 8.95 | 15.26 | 11.91 | 4.41 | 11.10 | 10.53 | 15.76 | 25.65 | 27.73 | 20.66 | 24.42 |
| Yield(%) | 0.00 | 1.81 | 2.05 | 2.50 | 2.45 | 3.63 | 3.34 | … | … | 1.06 | 1.99 | 2.07 | 1.67 | 1.94 | 2.58 | 3.07 | 2.60 | 2.88 | 1.79 | 2.78 | 2.53 | 2.33 | 3.02 | 2.94 | 8.58 | 3.17 | 3.45 | 2.95 | 2.89 | 2.70 | 2.90 | 5.78 | 3.44 | 3.90 | 2.86 | 2.47 | 2.56 | 2.82 | 3.00 | 3.12 | 3.30 | 2.74 | 2.67 | 2.67 | 2.19 | 2.00 | 1.98 | 1.37 |
Data as of 06/09/2026, Common starting date is 01/05/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMK (Weis Markets, Inc.) |
-13.67%
Dec 2016 – Dec 2019 |
-5.53%
Jul 1989 – Jul 1994 |
0.71%
Feb 1999 – Feb 2009 |
1.80%
Jul 1989 – Jul 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMK (Weis Markets, Inc.) |
37.68%
Oct 2019 – Oct 2022 |
22.31%
Oct 2017 – Oct 2022 |
11.17%
Oct 2012 – Oct 2022 |
10.02%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart