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Biglari Holdings Inc. (BH)

Equity · Currency in USD
Sector
Consumer Cyclical
Industry
Restaurants
ISIN
US08986R3093
CUSIP
08986R309

BHPrice Chart


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BHPerformance

The chart shows the growth of $10,000 invested in Biglari Holdings Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $4,730 for a total return of roughly -52.70%. All prices are adjusted for splits and dividends.


BH (Biglari Holdings Inc.)
Benchmark (S&P 500)

BHReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-10.11%-3.97%
1M-14.14%-0.94%
6M-21.26%7.48%
1Y17.06%21.47%
5Y-23.03%15.05%
10Y-9.08%13.31%

BHMonthly Returns Heatmap


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BHSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Biglari Holdings Inc. Sharpe ratio is 0.33. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


BH (Biglari Holdings Inc.)
Benchmark (S&P 500)

BHDividends


Biglari Holdings Inc. doesn't pay dividends

BHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BH (Biglari Holdings Inc.)
Benchmark (S&P 500)

BHWorst Drawdowns

The table below shows the maximum drawdowns of the Biglari Holdings Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Biglari Holdings Inc. is 91.33%, recorded on Mar 20, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.33%Dec 29, 2016811Mar 20, 2020
-37.63%Feb 9, 2011164Oct 3, 2011474Aug 22, 2013638
-36.22%Apr 20, 201082Aug 13, 201083Dec 10, 2010165
-33.43%Dec 27, 2013200Oct 13, 2014552Dec 20, 2016752
-7.8%Jan 5, 20102Jan 6, 201014Jan 27, 201016
-7.76%Dec 21, 20108Dec 31, 201010Jan 14, 201118
-6.2%Jan 18, 20115Jan 24, 20118Feb 3, 201113
-5.56%Aug 23, 20133Aug 27, 201346Oct 31, 201349
-4.83%Feb 4, 20102Feb 5, 20103Feb 10, 20105
-4.12%Dec 10, 20134Dec 13, 20135Dec 20, 20139

BHVolatility Chart

Current Biglari Holdings Inc. volatility is 22.48%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BH (Biglari Holdings Inc.)
Benchmark (S&P 500)

Portfolios with Biglari Holdings Inc.


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