Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAL (Caleres, Inc.) | -23.25% | -41.85% | -25.35% | -11.46% | -8.71% | 0.49% | -2.71% | … | … |
Data as of 03/16/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAL (Caleres, Inc.) | 03/17/1980 | 03/16/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.43 | -41.85 | -25.35 | -11.46 | -8.71 | 0.49 | -2.71 | … | … | -23.25 | -46.44 | -23.94 | 39.45 | -0.55 | 46.77 | -31.76 | -13.58 | -16.15 | 2.96 | 24.02 | -15.81 | 15.36 | 55.19 | 110.98 | -34.09 | 44.01 | 22.74 | -42.73 | -51.73 | 70.27 | 43.76 | -20.37 | 61.31 | 49.49 | 28.12 | -4.64 | -17.58 | 35.13 | -22.80 | 34.80 | -52.64 | -3.31 | 28.69 | 18.49 | 21.95 | -13.17 | -9.15 | 0.35 | -1.05 | 6.37 | 29.06 | -14.12 | 13.84 | 97.35 | 37.29 | 41.72 |
| Sharpe Ratio | NA | -0.64 | -0.53 | -0.25 | -0.17 | NA | NA | … | … | -1.41 | -0.78 | -0.57 | 0.79 | -0.03 | 0.80 | -0.25 | -0.32 | -0.50 | 0.06 | 0.63 | -0.52 | 0.46 | 1.55 | 2.52 | -0.56 | 0.88 | 0.26 | -0.44 | -1.15 | 2.05 | 1.45 | -0.57 | 1.61 | 0.99 | 0.56 | -0.16 | -0.56 | 0.82 | -0.81 | 0.82 | -1.44 | -0.37 | 1.39 | 0.62 | 0.67 | -0.64 | -0.80 | -0.18 | -0.14 | 0.08 | 0.95 | -0.76 | 0.23 | 2.95 | 0.85 | 1.92 |
| Standard Deviation(%) | NA | 64.86 | 53.72 | 55.40 | 61.60 | NA | NA | … | … | 53.66 | 63.11 | 48.75 | 45.72 | 60.11 | 58.51 | 126.42 | 46.68 | 34.89 | 36.68 | 37.94 | 30.68 | 33.29 | 35.56 | 44.50 | 61.10 | 49.73 | 87.64 | 98.45 | 47.76 | 32.71 | 28.53 | 37.62 | 37.60 | 48.85 | 46.91 | 53.98 | 37.73 | 38.79 | 32.59 | 37.41 | 39.27 | 17.13 | 18.96 | 25.55 | 26.89 | 28.93 | 18.82 | 24.71 | 38.20 | 25.83 | 24.84 | 27.72 | 32.65 | 30.20 | 31.38 | 24.53 |
| Draw Down(%) | NA | 47.34 | 78.35 | 78.35 | 91.64 | NA | NA | … | … | 33.83 | 57.85 | 48.82 | 36.20 | 35.33 | 26.83 | 85.99 | 52.98 | 32.91 | 31.78 | 26.28 | 21.62 | 18.87 | 15.89 | 23.15 | 59.47 | 45.57 | 75.77 | 74.42 | 58.92 | 24.06 | 24.51 | 41.37 | 19.61 | 48.53 | 48.89 | 41.79 | 40.07 | 35.34 | 34.59 | 30.00 | 59.91 | 18.03 | 10.39 | 22.57 | 20.27 | 32.41 | 21.54 | 17.48 | 38.70 | 26.63 | 14.91 | 28.52 | 29.45 | 13.40 | 15.54 | 19.86 |
| Yield(%) | 0.00 | 1.71 | 1.20 | 1.53 | 1.07 | 2.63 | 0.55 | … | … | 0.00 | 1.24 | 0.91 | 1.28 | 1.20 | 1.93 | 1.19 | 0.98 | 0.83 | 0.86 | 1.33 | 0.89 | 1.01 | 1.52 | 3.19 | 2.02 | 2.76 | 3.19 | 1.98 | 0.64 | 0.85 | 1.36 | 1.05 | 1.54 | 2.50 | 2.92 | 2.87 | 2.25 | 2.90 | 4.79 | 6.67 | 4.09 | 4.62 | 5.59 | 5.95 | 7.15 | 5.77 | 5.02 | 4.69 | 4.30 | 4.46 | 5.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAL (Caleres, Inc.) |
-44.32%
Mar 2006 – Mar 2009 |
-29.91%
Mar 2015 – Mar 2020 |
-8.90%
Mar 2010 – Mar 2020 |
-6.76%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAL (Caleres, Inc.) |
69.98%
Apr 1980 – Apr 1983 |
51.33%
Mar 2009 – Mar 2014 |
26.53%
Feb 2009 – Feb 2019 |
19.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart