Consumer Discretionary
VS
Harry Brown Permanent
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -0.37% | 0.23% | 1.18% | 4.26% | 16.82% | 40.59% | 29.26% | 85.64% |
| Consumer Discretionary | 0.43% | 0.81% | -47.72% | -49.42% | -48.54% | -13.65% | -22.78% | 53.00% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
| Consumer Discretionary | 26.37% | 39.50% | -36.19% | 27.83% | 29.27% | 28.34% | 1.78% | 22.81% | 5.97% | 9.91% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 85.64% | 6.48% | 6.40% | -30.04% | 0.47 | 0.65 | 0.22 | 0.06 |
| Consumer Discretionary | 53.00% | 8.60% | 4.35% | -157.43% | 0.21 | 0.20 | 0.05 | 0.14 |
Total Return
No Taxes, No Rebalancing.