Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEVI (Levi Strauss & Co Class A) | 14.21% | 37.65% | 19.56% | 0.33% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 03/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEVI (Levi Strauss & Co Class A) | 03/22/2019 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 37.65 | 19.56 | 0.33 | NA | NA | NA | … | … | 14.21 | 23.42 | 7.50 | 9.99 | -36.47 | 25.90 | 5.19 | -12.12 |
| Sharpe Ratio | NA | 1.14 | 0.50 | -0.06 | NA | NA | NA | … | … | 1.09 | 0.48 | 0.11 | 0.18 | -0.83 | 0.71 | 0.08 | -0.43 |
| Standard Deviation(%) | NA | 36.34 | 38.12 | 39.76 | NA | NA | NA | … | … | 36.84 | 43.03 | 36.50 | 36.50 | 45.92 | 36.59 | 63.42 | 38.69 |
| Draw Down(%) | NA | 26.40 | 47.47 | 54.74 | NA | NA | NA | … | … | 21.72 | 34.90 | 33.66 | 31.42 | 42.87 | 23.80 | 53.56 | 32.75 |
| Yield(%) | 0.00 | 3.21 | 3.49 | 1.83 | 1.27 | 0.85 | 0.64 | … | … | 1.34 | 3.10 | 3.08 | 3.08 | 1.78 | 1.32 | 0.84 | 0.68 |
Data as of 06/17/2026, Common starting date is 03/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVI (Levi Strauss & Co Class A) |
-10.81%
Oct 2021 – Oct 2024 |
-2.57%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVI (Levi Strauss & Co Class A) |
24.09%
May 2023 – May 2026 |
15.31%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart