Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTSAX (Caritas All-Cap Growth) | NA | 517.76% | 90.11% | NA | NA | NA | NA | … | … |
Data as of 02/07/2014, Common starting date is 01/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTSAX (Caritas All-Cap Growth) | 01/12/2010 | 02/07/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 517.76 | 90.11 | NA | NA | NA | NA | … | … | -4.06 | 594.84 | 12.13 | -5.45 | 18.96 |
| Sharpe Ratio | NA | 4.32 | 1.27 | NA | NA | NA | NA | … | … | -1.60 | 4.97 | 0.86 | -0.25 | 1.41 |
| Standard Deviation(%) | NA | 119.94 | 71.00 | NA | NA | NA | NA | … | … | 20.67 | 119.73 | 14.20 | 21.84 | 13.83 |
| Draw Down(%) | NA | 8.53 | 20.30 | NA | NA | NA | NA | … | … | 8.53 | 4.70 | 11.39 | 20.30 | 7.91 |
| Yield(%) | 0.00 | 227.23 | 82.90 | 60.86 | 30.43 | 20.29 | 15.22 | … | … | 0.00 | 240.88 | 0.36 | 2.00 | 0.00 |
Data as of 02/07/2014, Common starting date is 01/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSAX (Caritas All-Cap Growth) |
9.08%
Apr 2010 – Apr 2013 |
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 |
|---|---|---|---|---|
| CTSAX (Caritas All-Cap Growth) |
94.58%
Dec 2010 – Dec 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart