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PRVAX vs. CMG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PRVAX vs. CMG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Virginia Tax Free Bond Fund (PRVAX) and Chipotle Mexican Grill, Inc. (CMG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PRVAX achieves a 0.84% return, which is significantly higher than CMG's 0.59% return. Over the past 10 years, PRVAX has underperformed CMG with an annualized return of 1.96%, while CMG has yielded a comparatively higher 16.54% annualized return.


PRVAX

1D
-0.27%
1M
-2.12%
6M
0.29%
YTD
0.84%
1Y
7.29%
3Y*
4.06%
5Y*
0.74%
10Y*
1.96%
ALL TIME*
4.44%

CMG

1D
-3.37%
1M
5.17%
6M
-4.24%
YTD
0.59%
1Y
-12.46%
3Y*
-1.63%
5Y*
-0.03%
10Y*
16.54%
ALL TIME*
19.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$612.37M$603.10M$624.35M
$0.00$0.00$0.00

PRVAX vs. CMG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRVAX
T. Rowe Virginia Tax Free Bond Fund
0.84%4.32%3.35%7.10%-10.90%2.37%5.25%6.66%0.72%4.71%
CMG
Chipotle Mexican Grill, Inc.
0.59%-38.64%31.83%64.83%-20.64%26.07%65.65%93.87%49.39%-23.40%

Correlation

The correlation between PRVAX and CMG is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.04

Correlation (3Y)
Balances recent behavior with more history.

0.01

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.06

Correlation (10Y)
Provides a long-term view across more market conditions.

0.03

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2006

-0.05

The correlation between PRVAX and CMG shifts across timeframes, from -0.05 (all time) to 0.06 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

PRVAX vs. CMG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PRVAX
PRVAX Risk / Return Rank: 9191
Overall Rank
PRVAX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PRVAX Sortino Ratio Rank: 9696
Sortino Ratio Rank
PRVAX Omega Ratio Rank: 9797
Omega Ratio Rank
PRVAX Calmar Ratio Rank: 8585
Calmar Ratio Rank
PRVAX Martin Ratio Rank: 8282
Martin Ratio Rank

CMG
CMG Risk / Return Rank: 3030
Overall Rank
CMG Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
CMG Sortino Ratio Rank: 2828
Sortino Ratio Rank
CMG Omega Ratio Rank: 2828
Omega Ratio Rank
CMG Calmar Ratio Rank: 3232
Calmar Ratio Rank
CMG Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PRVAX vs. CMG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Virginia Tax Free Bond Fund (PRVAX) and Chipotle Mexican Grill, Inc. (CMG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PRVAXCMGDifference
Sharpe ratioReturn per unit of total volatility

+3.03

Sortino ratioReturn per unit of downside risk

+4.30

Omega ratioGain probability vs. loss probability

1.66

0.97

+0.68

Calmar ratioReturn relative to maximum drawdown

3.00

-0.37

+3.37

Martin ratioReturn relative to average drawdown

10.25

-0.67

+10.92

PRVAX vs. CMG - Sharpe Ratio Comparison

The current PRVAX Sharpe Ratio is 2.70, which is higher than the CMG Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of PRVAX and CMG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PRVAX vs. CMG - Drawdown Comparison

The maximum PRVAX drawdown since its inception was -15.93%, smaller than the maximum CMG drawdown of -74.61%. Use the drawdown chart below to compare losses from any high point for PRVAX and CMG.


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Drawdown Indicators


PRVAXCMGDifference

Max Drawdown

Largest peak-to-trough decline

-15.93%

-74.61%

+58.68%

Max Drawdown (1Y)

Largest decline over 1 year

-2.82%

-36.01%

+33.19%

Max Drawdown (3Y)

Largest decline over 3 years

-6.95%

-58.89%

+51.94%

Max Drawdown (5Y)

Largest decline over 5 years

-15.88%

-58.89%

+43.01%

Max Drawdown (10Y)

Largest decline over 10 years

-15.93%

-58.89%

+42.96%

Current Drawdown

Current decline from peak

-2.12%

-45.71%

+43.59%

Average Drawdown

Average peak-to-trough decline

-1.86%

-21.56%

+19.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

19.85%

-19.04%

Volatility

PRVAX vs. CMG - Volatility Comparison

The current volatility for T. Rowe Virginia Tax Free Bond Fund (PRVAX) is 0.98%, while Chipotle Mexican Grill, Inc. (CMG) has a volatility of 17.31%. This indicates that PRVAX experiences smaller price fluctuations and is considered to be less risky than CMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PRVAXCMGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

17.31%

-16.33%

Volatility (6M)

Calculated over the trailing 6-month period

2.44%

29.05%

-26.61%

Volatility (1Y)

Calculated over the trailing 1-year period

3.14%

39.89%

-36.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.60%

34.19%

-29.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.20%

35.97%

-31.77%

Dividends

PRVAX vs. CMG - Dividend Comparison

PRVAX's dividend yield for the trailing twelve months is around 3.93%, while CMG has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CMG
Chipotle Mexican Grill, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PRVAX
T. Rowe Virginia Tax Free Bond Fund
3.93%4.42%4.00%3.41%2.04%2.26%2.47%2.82%3.16%3.16%3.22%3.40%

Frequently Asked Questions


PRVAX and CMG have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CMG has higher volatility (17.31%) compared to PRVAX (0.98%). In terms of maximum drawdown, PRVAX dropped -15.93% vs CMG's -74.61%.

PRVAX currently has the higher Sharpe Ratio (2.70 vs -0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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