Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARO (Carolina Financial Corporation) | NA | -8.42% | 2.75% | 19.53% | NA | NA | NA | … | … |
Data as of 05/01/2020, Common starting date is 05/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARO (Carolina Financial Corporation) | 05/15/2014 | 05/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.99 | -8.42 | 2.75 | 19.53 | NA | NA | NA | … | … | -23.64 | 45.09 | -20.04 | 21.27 | 72.13 | 29.66 | -30.45 |
| Sharpe Ratio | NA | -0.19 | 0.04 | 0.53 | NA | NA | NA | … | … | -0.63 | 1.88 | -0.88 | 0.89 | 2.41 | 0.92 | -0.49 |
| Standard Deviation(%) | NA | 55.26 | 37.27 | 34.94 | NA | NA | NA | … | … | 90.11 | 23.50 | 24.38 | 23.17 | 29.68 | 32.19 | 89.59 |
| Draw Down(%) | NA | 51.64 | 52.81 | 52.81 | NA | NA | NA | … | … | 51.08 | 13.57 | 38.25 | 10.02 | 14.71 | 17.91 | 53.06 |
| Yield(%) | 0.00 | 1.05 | 0.95 | 1.64 | 1.24 | 0.83 | 0.62 | … | … | 0.23 | 1.20 | 0.81 | 0.56 | 0.72 | 0.84 | 0.79 |
Data as of 05/01/2020, Common starting date is 05/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARO (Carolina Financial Corporation) |
-4.02%
Mar 2017 – Mar 2020 |
15.13%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARO (Carolina Financial Corporation) |
49.42%
Jun 2014 – Jun 2017 |
29.75%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart