Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAGU (The Castle Group Inc) | NA | -100.00% | NA | NA | NA | NA | NA | -100.00% |
Data as of 03/02/2023, AR inception is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAGU (The Castle Group Inc) | 09/02/2020 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | NA | NA | NA | NA | NA | -100.00 | -100.00 | -28.57 | -61.11 | 0.00 | 48.00 | 56.25 | -54.29 | 16.67 | 50.00 | -4.76 | 31.25 | 33.33 | -60.00 | -25.00 | -65.81 | -22.00 |
| Sharpe Ratio | NA | -0.15 | -0.04 | 0.02 | -0.03 | NA | NA | -0.09 | 0.00 | -0.12 | -0.30 | 0.00 | 0.30 | 0.24 | -0.30 | 0.30 | 0.72 | -0.07 | 0.38 | 0.35 | -0.54 | -0.19 | -0.58 | -0.18 |
| Standard Deviation(%) | NA | 210.82 | 194.13 | 155.25 | 128.80 | NA | NA | 251.91 | NA | 256.55 | 256.94 | 248.09 | 153.55 | 229.02 | 184.27 | 54.82 | 68.99 | 68.38 | 83.05 | 95.60 | 112.12 | 131.99 | 113.17 | 127.17 |
| Draw Down(%) | NA | 100.00 | 73.33 | 73.33 | 73.33 | NA | NA | 100.00 | 100.00 | 64.29 | 86.00 | 65.00 | 55.56 | 66.67 | 68.00 | 27.08 | 22.86 | 28.57 | 33.33 | 40.00 | 66.67 | 60.00 | 78.63 | 50.00 |
| 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 |
Data as of 03/02/2023, AR inception is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGU (The Castle Group Inc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CAGU (The Castle Group Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart