Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAEN (California-Engels Mining Company) | 0.00% | 50.94% | 14.71% | 14.87% | 9.60% | 2.53% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAEN (California-Engels Mining Company) | 04/25/2011 | 06/05/2026 |
| 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 (%) | 0.00 | 50.94 | 14.71 | 14.87 | 9.60 | 2.53 | NA | … | … | 0.00 | 50.94 | 0.00 | 0.00 | -13.11 | -23.75 | 33.33 | -14.29 | 21.11 | 114.07 | -34.15 | 31.41 | 4.00 | -35.34 | 0.87 | -16.36 |
| Sharpe Ratio | NA | 1.17 | 0.48 | 0.25 | 0.12 | NA | NA | … | … | 0.00 | 1.18 | 0.00 | 0.00 | -0.28 | -0.20 | 0.37 | -0.24 | 0.37 | 2.12 | -0.68 | 0.93 | 0.17 | -0.84 | 0.02 | -0.22 |
| Standard Deviation(%) | NA | 41.26 | 23.82 | 48.80 | 63.73 | NA | NA | … | … | 0.00 | 41.59 | NA | NA | 52.75 | 143.98 | 88.86 | 64.08 | 53.36 | 53.85 | 50.50 | 33.64 | 24.00 | 42.28 | 45.06 | 104.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 58.79 | 63.64 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 33.75 | 60.00 | 30.00 | 45.45 | 30.00 | 0.00 | 34.15 | 20.00 | 13.81 | 41.38 | 28.70 | 40.73 |
| 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 06/05/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAEN (California-Engels Mining Company) |
-25.58%
Jul 2021 – Jul 2024 |
-13.59%
Jan 2019 – Jan 2024 |
-3.13%
May 2011 – May 2021 |
2.53%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAEN (California-Engels Mining Company) |
40.10%
Jan 2016 – Jan 2019 |
32.07%
Jul 2016 – Jul 2021 |
14.71%
Jul 2011 – Jul 2021 |
2.53%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart