Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CABT (Coastal Bank & Trust) | NA | 48.13% | 11.71% | 4.65% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 09/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CABT (Coastal Bank & Trust) | 09/13/2018 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 48.13 | 11.71 | 4.65 | NA | NA | NA | … | … | -0.44 | 30.71 | 4.14 | 8.63 | -7.41 | -10.00 | 2.74 |
| Sharpe Ratio | NA | 1.04 | 0.31 | 0.07 | NA | NA | NA | … | … | -0.45 | 0.60 | 0.13 | 0.18 | -0.10 | -0.72 | 0.53 |
| Standard Deviation(%) | NA | 42.67 | 30.11 | 46.90 | NA | NA | NA | … | … | 11.38 | 44.67 | 21.59 | 47.29 | 77.92 | 15.88 | 14.99 |
| Draw Down(%) | NA | 14.63 | 33.50 | 46.26 | NA | NA | NA | … | … | 5.46 | 27.59 | 17.76 | 24.86 | 45.89 | 16.00 | 4.11 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 0.19 | 0.10 | 0.06 | 0.05 | … | … | 0.00 | 0.00 | 0.59 | 0.48 | 0.00 | 0.00 | 0.00 |
Data as of 04/19/2024, Common starting date is 09/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABT (Coastal Bank & Trust) |
-3.26%
Dec 2018 – Dec 2021 |
3.42%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABT (Coastal Bank & Trust) |
18.23%
Sep 2020 – Sep 2023 |
5.13%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart