Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPVD | NA | 35.24% | 7.83% | -22.47% | -21.73% | -19.42% | NA | … | … |
Data as of 11/12/2024, Common starting date is 03/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPVD | 03/19/2007 | 11/12/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 35.24 | 7.83 | -22.47 | -21.73 | -19.42 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 11/12/2024, Common starting date is 03/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPVD (CGPVD) |
-71.20%
Mar 2013 – Mar 2016 |
-50.80%
Dec 2016 – Dec 2021 |
-44.96%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPVD (CGPVD) |
38.18%
Feb 2009 – Feb 2012 |
5.49%
Feb 2009 – Feb 2014 |
-23.95%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart