Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMG (Chipotle Mexican Grill, Inc.) | -20.70% | -44.22% | -10.91% | 2.08% | 12.66% | 11.65% | 17.44% | … | … |
Data as of 06/05/2026, Common starting date is 01/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMG (Chipotle Mexican Grill, Inc.) | 01/26/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.91 | -44.22 | -10.91 | 2.08 | 12.66 | 11.65 | 17.44 | … | … | -20.70 | -37.30 | 31.83 | 64.83 | -20.64 | 26.07 | 65.65 | 93.87 | 49.39 | -23.40 | -21.37 | -29.90 | 28.48 | 79.11 | -11.93 | 58.82 | 141.22 | 42.24 | -57.86 | 158.02 | 29.55 |
| Sharpe Ratio | NA | -0.98 | -0.35 | 0.02 | 0.34 | NA | NA | … | … | -1.00 | -1.02 | 0.95 | 2.39 | -0.54 | 0.98 | 1.32 | 3.46 | 1.14 | -0.77 | -0.62 | -1.02 | 1.02 | 2.79 | -0.30 | 1.78 | 3.71 | 1.00 | -0.84 | 3.74 | 0.66 |
| Standard Deviation(%) | NA | 39.26 | 32.81 | 33.53 | 35.46 | NA | NA | … | … | 33.05 | 40.06 | 29.78 | 25.85 | 40.79 | 26.66 | 49.39 | 26.68 | 42.49 | 31.34 | 34.68 | 29.28 | 27.98 | 28.29 | 40.45 | 33.08 | 38.08 | 42.00 | 69.74 | 41.65 | 43.27 |
| Draw Down(%) | NA | 48.82 | 56.51 | 56.51 | 56.51 | NA | NA | … | … | 24.49 | 50.56 | 27.31 | 17.26 | 31.13 | 18.10 | 50.18 | 14.08 | 26.91 | 45.84 | 32.56 | 36.68 | 22.12 | 6.68 | 46.36 | 18.57 | 17.83 | 26.07 | 73.69 | 15.74 | 28.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMG (Chipotle Mexican Grill, Inc.) |
-24.98%
Dec 2014 – Dec 2017 |
-4.12%
Dec 2013 – Dec 2018 |
6.94%
Oct 2007 – Oct 2017 |
12.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMG (Chipotle Mexican Grill, Inc.) |
97.39%
Jan 2009 – Jan 2012 |
63.14%
Jan 2009 – Jan 2014 |
27.29%
Feb 2006 – Feb 2016 |
29.87%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart