Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAITX | NA | -0.58% | 1.03% | -0.91% | NA | NA | NA | … | … |
Data as of 10/16/2015, Common starting date is 12/31/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAITX | 12/31/2009 | 10/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.58 | 1.03 | -0.91 | NA | NA | NA | … | … | -4.33 | 1.90 | 4.18 | -6.54 | -5.00 | 8.44 | 0.00 |
| Sharpe Ratio | NA | -0.38 | 0.05 | -0.22 | NA | NA | NA | … | … | -0.73 | 0.36 | 0.77 | -1.06 | -0.56 | 0.76 | NA |
| Standard Deviation(%) | NA | 7.21 | 5.98 | 6.89 | NA | NA | NA | … | … | 7.41 | 5.18 | 5.39 | 6.25 | 8.94 | 10.95 | 0.00 |
| Draw Down(%) | NA | 9.76 | 10.19 | 18.28 | NA | NA | NA | … | … | 8.27 | 4.76 | 5.16 | 9.01 | 14.19 | 9.00 | 0.00 |
| Yield(%) | 0.00 | 2.18 | 0.75 | 0.60 | 0.36 | 0.24 | 0.18 | … | … | 0.00 | 2.19 | 0.00 | 0.00 | 0.00 | 1.43 | 0.00 |
Data as of 10/16/2015, Common starting date is 12/31/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAITX (CAITX) |
-3.70%
Apr 2011 – Apr 2014 |
-0.94%
Sep 2010 – Sep 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAITX (CAITX) |
1.36%
Oct 2011 – Oct 2014 |
1.84%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart