Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USCGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND) | 7.83% | 23.70% | 19.66% | 11.02% | 11.59% | 10.61% | 7.66% | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND) | 11/09/2000 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | 23.70 | 19.66 | 11.02 | 11.59 | 10.61 | 7.66 | … | … | 7.83 | 21.75 | 16.31 | 18.39 | -13.43 | 22.94 | 10.04 | 20.13 | -11.46 | 23.86 | 7.70 | 3.05 | 10.42 | 29.09 | 14.24 | -7.90 | 12.13 | 23.17 | -43.48 | 5.07 | 22.42 | 8.51 | 16.25 | 55.29 | -27.65 | -31.22 | -12.46 |
| Sharpe Ratio | NA | 1.66 | 1.21 | 0.57 | 0.60 | NA | NA | … | … | 1.09 | 1.20 | 1.06 | 1.28 | -0.72 | 1.84 | 0.30 | 1.52 | -0.85 | 3.37 | 0.54 | 0.21 | 0.97 | 2.55 | 1.02 | -0.31 | 0.61 | 0.93 | -1.11 | 0.10 | 1.37 | 0.38 | 0.83 | 2.88 | -1.20 | -1.02 | -1.13 |
| Standard Deviation(%) | NA | 12.67 | 13.60 | 15.02 | 16.73 | NA | NA | … | … | 15.37 | 15.76 | 11.97 | 11.60 | 20.62 | 12.46 | 32.77 | 12.27 | 15.16 | 6.91 | 13.96 | 14.59 | 10.67 | 11.40 | 14.06 | 25.39 | 19.77 | 24.93 | 39.76 | 19.40 | 13.92 | 16.23 | 18.38 | 18.94 | 24.09 | 33.43 | 59.17 |
| Draw Down(%) | NA | 9.80 | 15.52 | 23.42 | 35.26 | NA | NA | … | … | 9.80 | 15.29 | 8.03 | 9.04 | 23.42 | 5.34 | 35.26 | 8.28 | 22.54 | 2.45 | 12.64 | 12.62 | 8.53 | 9.33 | 13.72 | 24.38 | 16.74 | 24.51 | 52.29 | 16.36 | 16.77 | 12.47 | 17.69 | 10.14 | 35.22 | 47.05 | 21.68 |
| Yield(%) | 0.00 | 11.26 | 9.82 | 8.37 | 8.71 | 8.76 | 6.17 | … | … | 0.00 | 11.96 | 13.18 | 1.27 | 6.19 | 13.78 | 3.26 | 10.09 | 7.55 | 3.84 | 1.57 | 1.15 | 1.69 | 1.25 | 1.57 | 1.30 | 1.04 | 1.41 | 1.09 | 0.52 | 14.38 | 2.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND) |
-17.06%
Feb 2006 – Feb 2009 |
-7.53%
May 2007 – May 2012 |
-0.21%
Dec 2000 – Dec 2010 |
2.26%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND) |
28.57%
Feb 2003 – Feb 2006 |
23.38%
Oct 2002 – Oct 2007 |
13.01%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart