Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVUA (CPI Aerostructures Inc) | NA | 40.84% | -17.41% | -16.46% | -9.15% | -5.52% | -2.06% | … | … |
Data as of 12/06/2022, Common starting date is 02/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVUA (CPI Aerostructures Inc) | 02/16/1993 | 12/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.59 | 40.84 | -17.41 | -16.46 | -9.15 | -5.52 | -2.06 | … | … | 35.16 | -28.72 | -43.09 | 5.65 | -28.83 | -3.24 | -4.93 | -4.70 | -32.11 | 50.25 | -15.67 | -15.70 | 134.28 | 9.27 | -36.78 | 20.17 | -28.03 | -12.14 | -3.78 | 170.45 | 178.48 | -43.82 | 11.11 | -28.95 | -54.76 | 10.53 | 123.53 | -77.63 | -48.65 | 60.87 |
| Sharpe Ratio | NA | 0.38 | -0.22 | -0.25 | -0.17 | NA | NA | … | … | 0.35 | -0.63 | -0.49 | 0.11 | -0.69 | -0.08 | -0.10 | -0.12 | -0.96 | 1.56 | -0.41 | -0.39 | 3.71 | 0.18 | -0.97 | 0.77 | -0.79 | -0.62 | -0.16 | 4.17 | 1.86 | -0.49 | 0.07 | -0.29 | -0.60 | 0.06 | 0.80 | -0.57 | -0.73 | 0.85 |
| Standard Deviation(%) | NA | 104.00 | 82.64 | 69.02 | 56.78 | NA | NA | … | … | 106.81 | 45.75 | 87.73 | 38.11 | 43.83 | 48.20 | 50.54 | 38.28 | 33.36 | 32.11 | 38.46 | 40.19 | 36.18 | 52.11 | 38.67 | 22.35 | 39.96 | 23.06 | 30.24 | 40.71 | 95.27 | 95.31 | 98.21 | 112.51 | 96.61 | 108.68 | 148.19 | 143.17 | 70.84 | 81.94 |
| Draw Down(%) | NA | 73.54 | 87.75 | 92.55 | 94.63 | NA | NA | … | … | 73.54 | 55.80 | 80.20 | 23.74 | 48.48 | 39.36 | 43.47 | 31.98 | 43.00 | 28.42 | 42.01 | 39.42 | 16.29 | 42.14 | 44.25 | 16.48 | 57.97 | 24.46 | 28.04 | 20.32 | 52.86 | 70.36 | 47.58 | 70.08 | 74.00 | 41.03 | 56.45 | 80.00 | 48.65 | 12.90 |
| 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 | 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 12/06/2022, Common starting date is 02/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVUA (CPI Aerostructures Inc) |
-47.20%
Sep 2019 – Sep 2022 |
-42.27%
Jul 1994 – Jul 1999 |
-20.26%
Jul 2012 – Jul 2022 |
-12.65%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVUA (CPI Aerostructures Inc) |
112.65%
Jul 2001 – Jul 2004 |
51.04%
Jun 1999 – Jun 2004 |
27.49%
Jul 2001 – Jul 2011 |
15.61%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison Chart