Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRFU (Carefree Group Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/01/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRFU (Carefree Group Inc) | 06/19/2012 | 12/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -0.99 | 20,100.00 | 0.00 | 0.00 | -90.00 | -90.00 | -65.99 | -67.33 | -35.71 | 600.00 | 2,400.00 |
| Sharpe Ratio | NA | -0.16 | 0.75 | 0.38 | -0.05 | NA | NA | … | … | -0.18 | 0.00 | 36.56 | 0.00 | 0.00 | -0.17 | -0.39 | -0.79 | -0.13 | -0.05 | 0.47 | 45.86 |
| Standard Deviation(%) | NA | 341.72 | 481.40 | 399.35 | 439.67 | NA | NA | … | … | 314.69 | 554.68 | 549.74 | NA | 326.28 | 550.10 | 230.72 | 83.91 | 522.99 | 707.96 | 1,266.31 | 969.05 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 99.00 | 82.86 | 0.00 | 90.00 | 99.22 | 90.00 | 65.99 | 95.02 | 93.20 | 99.60 | 94.47 |
| 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 |
Data as of 12/01/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRFU (Carefree Group Inc) |
-93.70%
May 2015 – May 2018 |
-85.37%
Jan 2014 – Jan 2019 |
-20.57%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRFU (Carefree Group Inc) |
4,021.29%
Apr 2019 – Apr 2022 |
270.70%
Apr 2017 – Apr 2022 |
76.89%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart