Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAJXX | -77.18% | -80.69% | -21.72% | NA | NA | NA | NA | -10.91% |
Data as of 08/04/2025, AR inception is 07/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAJXX | 07/14/2022 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.69 | -21.72 | NA | NA | NA | NA | -10.91 | -77.18 | -15.85 | 29.71 | 183.88 |
| Sharpe Ratio | NA | -0.26 | -0.06 | NA | NA | NA | NA | -0.04 | -0.22 | -6.09 | 0.07 | 1.39 |
| Standard Deviation(%) | NA | 322.69 | 376.40 | NA | NA | NA | NA | 373.54 | 424.22 | 3.20 | 397.06 | 594.87 |
| Draw Down(%) | NA | 80.74 | 80.88 | NA | NA | NA | NA | 80.88 | 77.18 | 16.02 | 80.88 | 72.33 |
| Yield(%) | 0.00 | 0.64 | 1.95 | 1.74 | 0.87 | 0.58 | 0.44 | 2.90 | 0.29 | 0.96 | 1.19 | 0.96 |
Data as of 08/04/2025, AR inception is 07/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAJXX (CAJXX) |
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 |
|---|---|---|---|---|
| CAJXX (CAJXX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart