El Pollo Loco Holdings, Inc. (LOCO) Stock Total Returns

Growth of $10,000 chart

2021-04-16 to 2026-04-16
to
$
%
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Investment Performance

Final Value
$8,920
Total Return
-10.80%
CAGR
-2.26%
Dividends
$867.05
Yield on Cost
8.67%

Rolling Returns

1-Month (21 Trading Days)
Average+0.30%
Median-1.44%
Best+38.61%
Worst-25.98%
% of Windows Positive43.7%
1-Year (252 Trading Days)
Average-2.37%
Median-4.92%
Best+67.36%
Worst-53.64%
% of Windows Positive45.4%
3-Year (756 Trading Days)
Average-1.59%
Median-3.20%
Best+56.07%
Worst-46.72%
% of Windows Positive42.7%

Risk Metrics

Maximum Drawdown -56.55%
Average Drawdown -34.83%
Drawdown Duration 1195 Trading Days (Unrecovered)
Sortino Ratio 0.17
Calmar Ratio -0.04
CVaR (5%) -4.36%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +31.36% (+155.96% ann.) +$3135.75 $0.00 $0.00 $0.00
2025 -9.36% $935.88 $0.00 $0.00 $0.00
2024 +30.84% +$3083.90 $0.00 $0.00 $0.00
2023 -11.45% $1144.58 $0.00 $0.00 $0.00
2022 -21.17% $2117.04 $1057.08 $211.41 $1.69
2021 -21.60% $2160.22 $0.00 $0.00 $0.00
2020 +19.55% +$1955.08 $0.00 $0.00 $0.00
2019 -0.20% $19.77 $0.00 $0.00 $0.00
2018 +53.23% +$5323.23 $0.00 $0.00 $0.00
2017 -19.51% $1951.22 $0.00 $0.00 $0.00
2016 -2.61% $261.29 $0.00 $0.00 $0.00
2015 -36.76% $3675.51 $0.00 $0.00 $0.00
2014 partial -16.90% (-34.63% ann.) $1689.56 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial July 25, 2014 – February 19, 2020 -37.20% -8.01% $3720.35 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.77% -99.94% $4776.89 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +64.07% +121.82% +$6407.43 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -17.04% -16.24% $1703.91 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -5.67% -6.01% $566.82 $1188.59 $237.71 $1.90
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +23.80% +12.21% +$2380.08 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 16, 2026 +0.51% +0.32% +$51.20 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2022-10-21 $1.5000 13.39%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
Date Total Yield Tax Trans. Cost Shares Bought
2022-10-21 $867.05 $173.41 $1.39 71.1464
Total $867.05 $173.41 $1.39 71.1464

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

VRDN

CAGR -34.13% Total -99.28% Final $71.68
2014-06-18 — 2026-04-16
DNLI

CAGR -0.42% Total -3.45% Final $9,655
2017-12-08 — 2026-04-16
NC

CAGR 10.97% Total 15999.19% Final $1,609,919
1977-06-17 — 2026-04-16