PortfoliosLab logo

Biglari Holdings Inc. (BH)

Equity · Currency in USD · Last updated Mar 28, 2023

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in Biglari Holdings Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $117,526 for a total return of roughly 1,075.26%. All prices are adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%NovemberDecember2023FebruaryMarch
1,075.26%
1,784.96%
BH (Biglari Holdings Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BH

Biglari Holdings Inc.

Return

Biglari Holdings Inc. had a return of 19.14% year-to-date (YTD) and 13.71% in the last 12 months. Over the past 10 years, Biglari Holdings Inc. had an annualized return of -6.42%, while the S&P 500 had an annualized return of 9.76%, indicating that Biglari Holdings Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-5.59%0.19%
Year-To-Date19.14%3.59%
6 months38.95%7.70%
1 year13.71%-12.45%
5 years (annualized)-16.51%8.78%
10 years (annualized)-6.42%9.76%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202317.49%10.26%
2022-14.28%19.33%4.28%-3.52%

Sharpe 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 0.41. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.50NovemberDecember2023FebruaryMarch
0.41
-0.52
BH (Biglari Holdings Inc.)
Benchmark (^GSPC)

Dividend History


Biglari Holdings Inc. doesn't pay dividends

Drawdowns Chart

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


-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-65.95%
-17.08%
BH (Biglari Holdings Inc.)
Benchmark (^GSPC)

Worst 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
-86.56%Aug 2, 2005834Nov 20, 2008523Dec 20, 20101357
-75.98%Jul 12, 199079Nov 28, 1990242Feb 26, 1992321
-65.09%Jan 5, 1999486Dec 5, 2000773Jan 7, 20041259
-55.15%Dec 27, 1984267Apr 8, 1986279Aug 25, 1987546
-39.01%Aug 26, 198742Oct 29, 198736Jan 6, 198878
-37.63%Feb 9, 2011164Oct 3, 2011474Aug 22, 2013638
-33.33%May 14, 199258Aug 25, 199273Dec 24, 1992131
-33.28%Dec 27, 2013200Oct 13, 2014552Dec 20, 2016752
-27.7%Jun 25, 199847Aug 31, 199865Dec 2, 1998112

Volatility Chart

Current Biglari Holdings Inc. volatility is 23.65%. 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.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
23.65%
17.88%
BH (Biglari Holdings Inc.)
Benchmark (^GSPC)