Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEF (The Chefs’ Warehouse, Inc.) | 36.80% | 36.08% | 37.97% | 21.47% | 18.80% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEF (The Chefs’ Warehouse, Inc.) | 07/28/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.76 | 36.08 | 37.97 | 21.47 | 18.80 | NA | NA | … | … | 36.80 | 28.81 | 65.41 | -11.57 | -0.06 | 29.62 | -32.59 | 19.17 | 56.00 | 29.75 | -5.28 | -27.60 | -20.99 | 84.44 | -11.48 | 2.06 |
| Sharpe Ratio | NA | 0.68 | 0.87 | 0.47 | 0.26 | NA | NA | … | … | 1.91 | 0.73 | 1.80 | -0.39 | -0.03 | 0.66 | -0.22 | -0.13 | 0.83 | 0.24 | -0.70 | -1.18 | -1.01 | 2.10 | -0.64 | -0.33 |
| Standard Deviation(%) | NA | 37.91 | 37.84 | 40.03 | 61.79 | NA | NA | … | … | 42.08 | 36.32 | 32.95 | 40.39 | 46.48 | 44.92 | 150.01 | 32.19 | 41.60 | 44.47 | 56.00 | 39.05 | 39.14 | 31.34 | 47.44 | 51.09 |
| Draw Down(%) | NA | 20.49 | 53.19 | 56.06 | 91.26 | NA | NA | … | … | 20.49 | 26.03 | 16.48 | 54.38 | 28.61 | 25.09 | 90.90 | 20.53 | 22.56 | 28.99 | 48.43 | 43.01 | 47.86 | 19.37 | 50.08 | 36.76 |
| 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 |
Data as of 06/10/2026, Common starting date is 07/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEF (The Chefs' Warehouse, Inc.) |
-21.93%
Oct 2013 – Oct 2016 |
-14.80%
Mar 2015 – Mar 2020 |
-2.28%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEF (The Chefs' Warehouse, Inc.) |
53.54%
Sep 2016 – Sep 2019 |
42.84%
Jul 2020 – Jul 2025 |
17.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
