Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXRH (Texas Roadhouse, Inc.) | -1.98% | -15.94% | 15.28% | 12.55% | 15.25% | 18.53% | 14.92% | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXRH (Texas Roadhouse, Inc.) | 10/05/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.18 | -15.94 | 15.28 | 12.55 | 15.25 | 18.53 | 14.92 | … | … | -1.98 | -6.57 | 49.78 | 37.15 | 4.16 | 15.71 | 39.79 | -4.66 | 15.10 | 11.63 | 37.15 | 7.94 | 24.10 | 68.86 | 15.17 | -11.36 | 52.89 | 44.90 | -29.93 | -16.59 | -14.73 | 5.25 | 31.57 |
| Sharpe Ratio | NA | -0.32 | 0.63 | 0.39 | 0.42 | NA | NA | … | … | 0.70 | -0.34 | 1.83 | 1.61 | 0.07 | 0.48 | 0.59 | -0.18 | 0.53 | 0.41 | 1.25 | 0.33 | 1.11 | 3.13 | 0.64 | -0.33 | 1.64 | 0.89 | -0.51 | -0.48 | -0.52 | 0.09 | 5.71 |
| Standard Deviation(%) | NA | 28.03 | 26.12 | 30.45 | 35.45 | NA | NA | … | … | 31.09 | 28.21 | 25.18 | 20.99 | 41.95 | 32.86 | 66.41 | 33.72 | 25.98 | 27.08 | 29.59 | 24.14 | 21.68 | 21.99 | 23.98 | 34.98 | 32.22 | 50.32 | 60.89 | 41.40 | 35.36 | 34.81 | 36.65 |
| Draw Down(%) | NA | 19.61 | 24.82 | 30.45 | 58.51 | NA | NA | … | … | 19.61 | 20.21 | 12.54 | 21.50 | 25.85 | 24.09 | 57.17 | 27.37 | 23.86 | 15.76 | 22.30 | 17.48 | 16.47 | 8.33 | 15.14 | 31.82 | 25.29 | 25.30 | 63.44 | 33.58 | 43.01 | 28.77 | 8.19 |
| Yield(%) | 0.42 | 1.47 | 2.49 | 2.35 | 3.38 | 7.33 | 6.93 | … | … | 0.88 | 1.50 | 2.05 | 2.36 | 2.05 | 1.62 | 0.64 | 1.01 | 1.86 | 2.20 | 2.15 | 2.03 | 2.18 | 2.77 | 2.42 | 1.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRH (Texas Roadhouse, Inc.) |
-28.21%
Nov 2005 – Nov 2008 |
-6.45%
Jul 2005 – Jul 2010 |
8.56%
Jan 2005 – Jan 2015 |
8.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRH (Texas Roadhouse, Inc.) |
39.67%
Mar 2020 – Mar 2023 |
39.62%
Nov 2008 – Nov 2013 |
29.98%
Nov 2008 – Nov 2018 |
24.16%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart