Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARCO (Arcos Dorados Holdings Inc.) | 13.93% | 15.24% | -0.01% | 7.40% | 7.62% | -4.46% | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARCO (Arcos Dorados Holdings Inc.) | 04/14/2011 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.37 | 15.24 | -0.01 | 7.40 | 7.62 | -4.46 | NA | … | … | 13.93 | 4.14 | -41.05 | 54.92 | 46.32 | 17.56 | -34.32 | 3.98 | -22.57 | 91.56 | 73.62 | -42.51 | -53.85 | 3.38 | -40.77 | -2.34 |
| Sharpe Ratio | NA | 0.29 | -0.08 | 0.12 | 0.17 | NA | NA | … | … | 0.72 | 0.04 | -1.35 | 1.52 | 1.12 | 0.49 | -0.50 | 0.07 | -0.65 | 2.36 | 1.46 | -0.71 | -1.37 | 0.11 | -0.95 | -0.07 |
| Standard Deviation(%) | NA | 34.72 | 34.53 | 35.74 | 40.96 | NA | NA | … | … | 40.92 | 33.11 | 33.13 | 34.01 | 40.39 | 36.08 | 68.23 | 34.36 | 37.15 | 38.73 | 50.37 | 60.01 | 39.25 | 31.83 | 43.20 | 47.15 |
| Draw Down(%) | NA | 17.94 | 47.87 | 47.87 | 70.20 | NA | NA | … | … | 15.05 | 21.69 | 43.70 | 21.37 | 23.49 | 33.43 | 62.36 | 34.24 | 40.71 | 21.22 | 32.09 | 60.68 | 55.56 | 31.10 | 52.66 | 31.27 |
| Yield(%) | 0.00 | 3.36 | 2.56 | 2.71 | 2.51 | 0.65 | 0.50 | … | … | 0.96 | 3.20 | 1.96 | 2.44 | 2.50 | 0.00 | 1.39 | 1.37 | 0.99 | 0.00 | 0.00 | 0.00 | 2.07 | 1.96 | 1.20 | 0.86 |
Data as of 06/09/2026, Common starting date is 04/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCO (Arcos Dorados Holdings Inc.) |
-42.80%
Sep 2012 – Sep 2015 |
-28.37%
Aug 2011 – Aug 2016 |
-13.46%
Aug 2011 – Aug 2021 |
-4.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCO (Arcos Dorados Holdings Inc.) |
48.17%
Jan 2016 – Jan 2019 |
22.45%
Mar 2020 – Mar 2025 |
15.08%
Feb 2016 – Feb 2026 |
-4.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart