Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NDLS (Noodles & Company) 130.11% 104.22% -21.60% -33.37% -16.69% NA NA
Data as of 06/04/2026, Common starting date is 07/01/2013
More Performance Analytics Comparison
Name Start Date End Date
NDLS (Noodles & Company) 07/01/2013 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
Annualized Return (%) 13.85 104.22 -21.60 -33.37 -16.69 NA NA 130.11 22.41 -81.59 -42.62 -39.47 14.81 42.60 -20.74 33.14 28.05 -57.69 -63.23 -26.64 -6.63
Sharpe Ratio NA 0.92 -0.28 -0.47 -0.26 NA NA 5.52 0.19 -1.10 -0.81 -0.62 0.33 0.51 -0.47 0.53 0.44 -1.12 -1.04 -0.56 -0.24
Standard Deviation(%) NA 105.55 88.66 78.07 70.71 NA NA 108.65 104.68 77.20 57.34 66.52 45.40 82.85 47.01 60.15 62.00 51.64 60.77 47.64 53.74
Draw Down(%) NA 55.68 86.86 96.33 96.33 NA NA 43.31 64.50 81.59 69.92 53.56 31.65 60.94 44.50 51.25 41.18 71.42 65.07 57.94 28.90
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
Data as of 06/04/2026, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NDLS (Noodles & Company) -60.01%
Dec 2021 – Dec 2024
-40.00%
Feb 2021 – Feb 2026
-31.72%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NDLS (Noodles & Company) 28.80%
Feb 2017 – Feb 2020
20.92%
Oct 2016 – Oct 2021
-16.34%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return