Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHH (Choice Hotels International, Inc.) | 10.05% | -19.15% | -2.89% | -2.06% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHH (Choice Hotels International, Inc.) | 09/03/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | -19.15 | -2.89 | -2.06 | NA | NA | NA | … | … | 10.05 | -32.29 | 26.18 | 1.58 | -26.93 | 46.77 | 7.28 |
| Sharpe Ratio | NA | -0.41 | -0.12 | -0.12 | NA | NA | NA | … | … | 0.88 | -1.20 | 0.93 | -0.08 | -0.83 | 1.96 | 0.68 |
| Standard Deviation(%) | NA | 35.43 | 29.34 | 29.49 | NA | NA | NA | … | … | 44.02 | 29.30 | 24.23 | 24.72 | 34.14 | 23.89 | 35.53 |
| Draw Down(%) | NA | 37.45 | 45.50 | 45.50 | NA | NA | NA | … | … | 19.53 | 45.50 | 15.41 | 17.78 | 32.68 | 9.50 | 16.77 |
| Yield(%) | 0.00 | 0.88 | 0.98 | 0.94 | 0.57 | 0.38 | 0.29 | … | … | 0.60 | 0.81 | 0.76 | 1.04 | 0.95 | 0.49 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHH (Choice Hotels International, Inc.) |
-9.70%
Oct 2022 – Oct 2025 |
-1.80%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHH (Choice Hotels International, Inc.) |
9.00%
Oct 2020 – Oct 2023 |
2.11%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart