Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDCCF (Kadestone Capital Corp) | NA | 13.56% | -21.02% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDCCF (Kadestone Capital Corp) | 09/13/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.56 | -21.02 | NA | NA | NA | NA | … | … | 13.56 | -37.23 | 0.00 | -31.18 | -10.53 |
| Sharpe Ratio | NA | 0.39 | -0.65 | NA | NA | NA | NA | … | … | 0.51 | -0.94 | 0.00 | -0.87 | -1.61 |
| Standard Deviation(%) | NA | 26.65 | 37.79 | NA | NA | NA | NA | … | … | 31.08 | 46.76 | NA | 37.44 | 18.95 |
| Draw Down(%) | NA | 15.25 | 63.24 | NA | NA | NA | NA | … | … | 15.25 | 37.23 | 0.00 | 31.18 | 10.53 |
| 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 |
Data as of 09/26/2025, Common starting date is 09/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDCCF (Kadestone Capital Corp) |
-28.36%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| KDCCF (Kadestone Capital Corp) |
-24.30%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart