Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUKPF (Carnival Corporation & plc) | -13.10% | 49.08% | 38.06% | 1.68% | -5.37% | NA | NA | … | … |
Data as of 05/11/2026, Common starting date is 08/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUKPF (Carnival Corporation & plc) | 08/29/2012 | 05/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 49.08 | 38.06 | 1.68 | -5.37 | NA | NA | … | … | -13.10 | 26.52 | 39.62 | 148.55 | -64.62 | 3.17 | -62.11 | 3.68 | -23.23 | 34.50 | -1.54 | 20.14 | 15.84 | -1.93 | 26.21 |
| Sharpe Ratio | NA | 0.98 | 0.56 | -0.01 | -0.10 | NA | NA | … | … | -0.75 | 0.42 | 0.51 | 2.26 | -0.82 | 0.04 | -0.41 | 0.07 | -0.93 | 1.76 | -0.23 | 1.30 | 1.04 | -0.15 | 4.89 |
| Standard Deviation(%) | NA | 47.32 | 61.64 | 65.23 | 72.00 | NA | NA | … | … | 46.93 | 57.72 | 65.61 | 64.51 | 81.01 | 85.95 | 152.29 | 31.77 | 26.47 | 19.29 | 7.44 | 15.48 | 15.23 | 13.48 | 21.01 |
| Draw Down(%) | NA | 22.65 | 44.47 | 79.89 | 91.57 | NA | NA | … | … | 22.65 | 44.47 | 26.36 | 35.95 | 74.22 | 47.07 | 83.68 | 29.95 | 29.00 | 3.78 | 6.82 | 6.07 | 7.08 | 13.96 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.44 | 2.34 | 1.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.05 | 5.11 | 2.97 | 2.31 | 2.66 | 2.75 | 2.81 | 2.68 | 2.33 |
Data as of 05/11/2026, Common starting date is 08/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUKPF (Carnival Corporation & plc) |
-48.28%
Dec 2019 – Dec 2022 |
-35.68%
Dec 2017 – Dec 2022 |
-14.91%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUKPF (Carnival Corporation & plc) |
63.60%
Dec 2022 – Dec 2025 |
20.21%
Jul 2020 – Jul 2025 |
-3.36%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart