Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOCO (El Pollo Loco Holdings, Inc.) | 43.98% | 37.79% | 15.87% | 0.50% | 4.17% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOCO (El Pollo Loco Holdings, Inc.) | 07/28/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.50 | 37.79 | 15.87 | 0.50 | 4.17 | NA | NA | … | … | 43.98 | -5.81 | 30.95 | -11.45 | -18.96 | -21.60 | 19.55 | -0.20 | 53.23 | -19.51 | -2.61 | -36.76 | -42.08 |
| Sharpe Ratio | NA | 0.68 | 0.33 | -0.11 | 0.05 | NA | NA | … | … | 2.39 | -0.25 | 0.77 | -0.48 | -0.50 | -0.67 | 0.29 | -0.04 | 1.39 | -0.68 | -0.06 | -0.68 | -1.08 |
| Standard Deviation(%) | NA | 35.61 | 34.00 | 34.81 | 40.07 | NA | NA | … | … | 37.29 | 35.90 | 32.42 | 33.14 | 40.56 | 32.18 | 65.75 | 45.12 | 37.31 | 29.61 | 44.05 | 53.84 | 66.22 |
| Draw Down(%) | NA | 21.01 | 35.93 | 56.55 | 63.34 | NA | NA | … | … | 10.75 | 29.30 | 16.45 | 36.19 | 42.79 | 42.96 | 55.85 | 47.13 | 14.75 | 32.99 | 29.68 | 64.90 | 51.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.77 | 1.30 | 0.29 | 0.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 10.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCO (El Pollo Loco Holdings, Inc.) |
-31.42%
Oct 2014 – Oct 2017 |
-21.13%
Sep 2014 – Sep 2019 |
-8.85%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCO (El Pollo Loco Holdings, Inc.) |
26.51%
Jan 2018 – Jan 2021 |
10.92%
Jan 2016 – Jan 2021 |
4.43%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart