Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATSX | 2.41% | 8.79% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/20/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATSX | 11/20/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 8.79 | NA | NA | NA | NA | NA | … | … | 2.41 | 2.79 | -0.70 |
| Sharpe Ratio | NA | 1.66 | NA | NA | NA | NA | NA | … | … | 0.86 | -0.01 | -1.72 |
| Standard Deviation(%) | NA | 3.51 | NA | NA | NA | NA | NA | … | … | 3.75 | 7.19 | 5.56 |
| Draw Down(%) | NA | 3.12 | NA | NA | NA | NA | NA | … | … | 3.12 | 7.77 | 3.32 |
| Yield(%) | 0.00 | 4.19 | 2.06 | 1.24 | 0.62 | 0.41 | 0.31 | … | … | 1.70 | 3.94 | 0.64 |
Data as of 06/08/2026, Common starting date is 11/20/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATSX (CATSX) |
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 |
|---|---|---|---|---|
| CATSX (CATSX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart