Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CIPI (Correlate Infrastructure Partners Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 07/21/2025, Common starting date is 11/10/2005
More Performance Analytics Comparison
Name Start Date End Date
CIPI (Correlate Infrastructure Partners Inc) 11/10/2005 07/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -96.43 32.08 -3.64 266.67 11.11 -70.97 43.08 -14.47 -2.56 30.00 -79.73 -61.05 123.53 1,600.00 150.00 -60.00 -97.50 -34.43 -33.70 43.75
Sharpe Ratio NA -0.32 -0.38 -0.23 -0.14 NA NA -0.45 -0.34 0.18 -0.03 0.57 0.04 -0.67 0.18 -0.09 -0.01 0.07 -0.20 -0.26 0.55 4.22 0.29 -0.11 -0.42 -0.27 -0.34 13.04
Standard Deviation(%) NA 313.91 221.87 296.40 278.70 NA NA 219.90 307.31 154.77 148.91 466.08 287.77 107.23 234.19 175.54 252.02 456.89 392.71 231.55 225.87 379.51 520.11 564.42 236.87 140.66 110.21 105.07
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 98.20 66.67 52.51 91.76 88.26 83.87 73.85 82.89 87.80 97.33 96.28 88.89 52.38 83.33 89.47 98.04 98.33 64.71 57.00 15.29
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/21/2025, Common starting date is 11/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CIPI (Correlate Infrastructure Partners Inc) -85.06%
Jan 2007 – Jan 2010
-69.98%
Mar 2006 – Mar 2011
-39.18%
Apr 2015 – Apr 2025
-24.34%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CIPI (Correlate Infrastructure Partners Inc) 483.83%
Jan 2010 – Jan 2013
94.03%
Apr 2011 – Apr 2016
47.12%
Jan 2010 – Jan 2020
18.13%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return