Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPOIF (Capstone Infrastructure Corporation) | NA | 7.27% | -0.80% | NA | NA | NA | NA | … | … |
Data as of 01/05/2024, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPOIF (Capstone Infrastructure Corporation) | 11/04/2019 | 01/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.21 | 7.27 | -0.80 | NA | NA | NA | NA | … | … | 9.21 | -24.92 | 12.61 | 12.97 | 0.96 | 0.00 |
| Sharpe Ratio | NA | -0.42 | -0.01 | NA | NA | NA | NA | … | … | 365.84 | -0.41 | 0.04 | 2.21 | 0.01 | NA |
| Standard Deviation(%) | NA | 52.37 | 64.07 | NA | NA | NA | NA | … | … | 69.90 | 57.15 | 219.31 | 66.58 | 46.38 | 0.00 |
| Draw Down(%) | NA | 26.56 | 31.71 | NA | NA | NA | NA | … | … | 0.00 | 26.56 | 7.57 | 3.24 | 8.79 | 0.00 |
| Yield(%) | 0.00 | 1.92 | 0.58 | 0.38 | 0.19 | 0.13 | 0.09 | … | … | 0.00 | 1.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/05/2024, Common starting date is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPOIF (Capstone Infrastructure Corporation) |
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 |
|---|---|---|---|---|
| CPOIF (Capstone Infrastructure Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart