Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRGB (Red Robin Gourmet Burgers, Inc.) | 16.79% | -18.73% | -27.42% | -31.99% | -21.54% | -12.24% | -10.03% | … | … |
Data as of 06/11/2026, Common starting date is 07/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRGB (Red Robin Gourmet Burgers, Inc.) | 07/19/2002 | 06/11/2026 |
| 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.77 | -18.73 | -27.42 | -31.99 | -21.54 | -12.24 | -10.03 | … | … | 16.79 | -21.49 | -56.78 | 123.48 | -66.24 | -14.04 | -41.76 | 23.58 | -52.62 | 0.00 | -8.65 | -19.79 | 4.66 | 108.39 | 27.40 | 29.02 | 19.94 | 6.36 | -47.39 | -10.77 | -29.65 | -4.69 | 75.48 | 139.27 | 4.21 |
| Sharpe Ratio | NA | -0.43 | -0.44 | -0.49 | -0.33 | NA | NA | … | … | 0.21 | -0.28 | -0.94 | 1.96 | -0.91 | -0.23 | -0.33 | 0.42 | -1.17 | -0.01 | -0.23 | -0.55 | 0.11 | 3.35 | 0.71 | 0.62 | 0.46 | 0.10 | -0.65 | -0.40 | -0.62 | -0.16 | 2.03 | 3.22 | 0.16 |
| Standard Deviation(%) | NA | 70.72 | 74.43 | 72.24 | 72.38 | NA | NA | … | … | 80.01 | 87.11 | 68.11 | 61.44 | 74.77 | 60.08 | 128.33 | 53.19 | 46.16 | 51.15 | 38.04 | 36.20 | 41.51 | 32.32 | 39.13 | 46.83 | 43.55 | 64.81 | 74.43 | 34.77 | 53.26 | 42.97 | 36.65 | 42.98 | 54.76 |
| Draw Down(%) | NA | 65.19 | 83.59 | 92.47 | 96.49 | NA | NA | … | … | 48.51 | 60.43 | 75.62 | 54.89 | 70.74 | 63.05 | 86.05 | 26.80 | 59.55 | 35.64 | 38.79 | 33.97 | 38.25 | 15.27 | 27.32 | 40.96 | 39.89 | 42.54 | 79.16 | 27.92 | 35.59 | 32.35 | 15.96 | 24.12 | 29.74 |
| 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 | 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 06/11/2026, Common starting date is 07/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRGB (Red Robin Gourmet Burgers, Inc.) |
-47.71%
Aug 2021 – Aug 2024 |
-40.68%
Mar 2021 – Mar 2026 |
-27.73%
Apr 2015 – Apr 2025 |
-13.74%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRGB (Red Robin Gourmet Burgers, Inc.) |
73.31%
Oct 2002 – Oct 2005 |
45.58%
Nov 2008 – Nov 2013 |
14.07%
Feb 2003 – Feb 2013 |
14.26%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart