Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTN (Vail Resorts, Inc.) | 2.94% | -7.29% | -14.80% | -13.25% | 3.05% | 10.43% | 8.97% | … | … |
Data as of 06/04/2026, Common starting date is 02/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTN (Vail Resorts, Inc.) | 02/04/1997 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | -7.29 | -14.80 | -13.25 | 3.05 | 10.43 | 8.97 | … | … | 2.94 | -24.88 | -7.96 | -7.06 | -24.89 | 18.15 | 17.77 | 17.34 | 1.74 | 33.08 | 28.88 | 43.69 | 23.68 | 40.84 | 29.62 | -17.74 | 37.67 | 42.11 | -50.57 | 20.06 | 35.69 | 47.32 | 31.88 | 12.06 | -14.44 | -24.35 | 30.66 | -18.47 | -15.18 | 15.28 |
| Sharpe Ratio | NA | -0.45 | -0.53 | -0.49 | 0.05 | NA | NA | … | … | 0.09 | -0.78 | -0.41 | -0.42 | -0.72 | 0.62 | 0.34 | 0.57 | 0.01 | 1.92 | 1.26 | 1.96 | 1.09 | 1.89 | 0.95 | -0.40 | 1.01 | 0.68 | -0.71 | 0.56 | 1.50 | 1.93 | 1.09 | 0.27 | -0.40 | -0.67 | 0.67 | -0.49 | -0.39 | 0.41 |
| Standard Deviation(%) | NA | 33.66 | 31.78 | 31.70 | 32.34 | NA | NA | … | … | 36.08 | 35.53 | 28.39 | 25.65 | 36.84 | 29.45 | 50.61 | 27.95 | 33.17 | 16.96 | 22.68 | 22.27 | 21.74 | 21.54 | 31.33 | 44.06 | 37.06 | 62.14 | 72.45 | 30.32 | 21.66 | 23.31 | 28.47 | 41.50 | 38.73 | 40.44 | 39.66 | 44.87 | 47.50 | 32.03 |
| Draw Down(%) | NA | 26.40 | 46.41 | 61.17 | 61.17 | NA | NA | … | … | 16.16 | 28.93 | 27.64 | 19.37 | 36.83 | 16.37 | 47.65 | 17.32 | 32.87 | 9.80 | 9.06 | 9.17 | 13.21 | 9.59 | 13.67 | 34.35 | 31.44 | 50.73 | 70.73 | 30.05 | 15.37 | 14.10 | 23.53 | 32.56 | 42.62 | 47.02 | 23.15 | 38.44 | 48.80 | 22.22 |
| Yield(%) | 0.00 | 5.76 | 3.45 | 2.26 | 4.42 | 9.91 | 9.35 | … | … | 1.66 | 5.07 | 4.21 | 3.43 | 2.37 | 0.65 | 0.72 | 3.32 | 2.79 | 2.62 | 2.61 | 2.76 | 2.21 | 1.49 | 1.88 | 0.86 | 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 06/04/2026, Common starting date is 02/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTN (Vail Resorts, Inc.) |
-18.84%
Mar 2006 – Mar 2009 |
-17.54%
Mar 1998 – Mar 2003 |
-1.48%
Nov 1998 – Nov 2008 |
4.18%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTN (Vail Resorts, Inc.) |
58.87%
May 2004 – May 2007 |
40.17%
May 2012 – May 2017 |
30.79%
Nov 2008 – Nov 2018 |
23.33%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart