Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) | NA | 37.74% | 30.33% | 26.51% | 10.23% | 8.57% | 7.79% | … | … |
Data as of 09/04/2025, Common starting date is 12/06/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) | 12/06/1991 | 09/04/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 37.74 | 30.33 | 26.51 | 10.23 | 8.57 | 7.79 | … | … | 20.46 | 35.58 | 31.98 | -7.18 | 27.17 | 11.06 | 24.20 | -15.53 | 0.93 | -10.17 | 5.14 | 6.82 | 3.46 | 9.83 | -0.66 | -0.89 | -3.39 | -4.58 | 33.09 | 7.41 | -0.14 | 0.41 | -6.58 | 2.94 | -3.82 | 26.70 | -3.88 | 22.42 | 29.35 | 27.31 | 14.90 | -2.81 | -6.27 | 15.27 | 9.80 |
| Sharpe Ratio | NA | 1.53 | 1.51 | 1.36 | 0.44 | NA | NA | … | … | 1.22 | 2.10 | 2.10 | -0.42 | 1.89 | 0.24 | 1.54 | -1.28 | 0.08 | -1.63 | 0.68 | 1.15 | 0.37 | 1.06 | -0.12 | -0.15 | -0.36 | -0.54 | 2.99 | 0.69 | -0.45 | -0.10 | -1.32 | 0.22 | -0.83 | 1.78 | -0.92 | 2.76 | 3.06 | 2.72 | 1.96 | -1.02 | -0.38 | 0.86 | 21.08 |
| Standard Deviation(%) | NA | 22.61 | 17.44 | 17.96 | 19.78 | NA | NA | … | … | 23.70 | 15.19 | 13.61 | 20.52 | 14.37 | 44.80 | 14.77 | 13.31 | 3.53 | 6.37 | 7.54 | 5.90 | 9.25 | 9.29 | 5.68 | 6.56 | 9.78 | 10.31 | 10.05 | 5.78 | 5.28 | 5.81 | 5.52 | 8.17 | 7.66 | 12.64 | 7.87 | 6.86 | 8.36 | 8.62 | 5.58 | 5.75 | 22.30 | 14.73 | 15.79 |
| Draw Down(%) | NA | 21.00 | 21.00 | 21.00 | 51.84 | NA | NA | … | … | 21.00 | 7.39 | 11.51 | 20.95 | 6.37 | 47.32 | 9.64 | 22.14 | 3.08 | 14.46 | 3.64 | 3.66 | 9.24 | 5.01 | 4.16 | 6.40 | 10.41 | 11.13 | 7.14 | 3.79 | 3.92 | 6.35 | 9.53 | 6.77 | 8.06 | 8.14 | 13.29 | 6.44 | 3.46 | 5.63 | 3.25 | 7.19 | 21.40 | 19.08 | 1.65 |
| Yield(%) | 0.00 | 0.92 | 0.49 | 0.43 | 0.71 | 0.83 | 1.50 | … | … | 0.00 | 1.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.77 | 0.79 | 2.35 | 0.00 | 0.00 | 0.12 | 0.77 | 4.96 | 3.79 | 3.12 | 1.10 | 1.44 | 0.00 | 4.38 | 11.93 | 5.29 | 6.96 | 6.60 | 7.52 | 16.31 | 1.54 | 2.13 | 0.31 | 4.30 | 0.46 |
Data as of 09/04/2025, Common starting date is 12/06/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) |
-13.25%
Mar 2017 – Mar 2020 |
-9.71%
Mar 2015 – Mar 2020 |
-2.69%
Mar 2010 – Mar 2020 |
-0.01%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) |
30.84%
Sep 1995 – Sep 1998 |
29.48%
Mar 2020 – Mar 2025 |
11.89%
Aug 1992 – Aug 2002 |
9.21%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison Chart