Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALEF (Caledonia Investments plc) | NA | -13.65% | -1.40% | 1.02% | NA | NA | NA | … | … |
Data as of 03/29/2023, Common starting date is 10/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALEF (Caledonia Investments plc) | 10/07/2014 | 03/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.65 | -1.40 | 1.02 | NA | NA | NA | … | … | -10.38 | 0.26 | 6.68 | 11.50 | 2.73 | 2.95 | 15.14 | -12.28 | 0.29 | 0.00 |
| Sharpe Ratio | NA | -0.10 | 0.06 | 0.00 | NA | NA | NA | … | … | -0.57 | 0.00 | 0.13 | 0.02 | 0.02 | 0.01 | 0.21 | -0.12 | 0.00 | NA |
| Standard Deviation(%) | NA | 164.33 | 213.12 | 229.63 | NA | NA | NA | … | … | 53.20 | 213.93 | 102.34 | 394.10 | 126.51 | 95.60 | 93.72 | 109.12 | 94.53 | 0.00 |
| Draw Down(%) | NA | 20.49 | 20.49 | 42.92 | NA | NA | NA | … | … | 10.38 | 20.49 | 11.03 | 42.92 | 4.20 | 8.38 | 1.55 | 17.73 | 8.08 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.18 | 0.12 | 0.07 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/29/2023, Common starting date is 10/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALEF (Caledonia Investments plc) |
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 |
|---|---|---|---|---|
| CALEF (Caledonia Investments plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart