Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIE | 8.38% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIE | 06/25/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | NA | NA | NA | NA | NA | NA | … | … | 8.38 | 15.17 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.81 | 2.35 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 11.90 | 12.11 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 7.71 | 3.29 |
| Yield(%) | 1.15 | 14.38 | 4.79 | 2.88 | 1.44 | 0.96 | 0.72 | … | … | 5.98 | 7.98 |
Data as of 06/05/2026, Common starting date is 06/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIE (CAIE) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIE (CAIE) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart