Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAKFF (McKesson Europe AG) | NA | 8.93% | -28.30% | -18.97% | -4.46% | NA | NA | … | … |
Data as of 09/28/2022, Common starting date is 09/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAKFF (McKesson Europe AG) | 09/10/2009 | 09/28/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.93 | -28.30 | -18.97 | -4.46 | NA | NA | … | … | 0.00 | -66.17 | 0.00 | 0.00 | -0.17 | 9.86 | 0.00 | -15.59 | 1.17 | 95.77 | 2.32 | -33.86 | -4.37 | -7.69 |
| Sharpe Ratio | NA | 0.00 | -0.49 | -0.43 | -0.15 | NA | NA | … | … | 0.00 | -0.61 | 0.00 | 0.00 | -0.26 | 0.95 | 0.00 | -1.41 | 0.05 | 3.03 | 0.07 | -1.01 | -0.15 | -1.39 |
| Standard Deviation(%) | NA | 109.17 | 63.05 | 48.99 | 37.11 | NA | NA | … | … | NA | 122.58 | NA | NA | 5.79 | 9.79 | NA | 11.07 | 22.64 | 31.59 | 32.71 | 33.40 | 30.49 | 16.42 |
| Draw Down(%) | NA | 0.00 | 66.43 | 67.92 | 71.65 | NA | NA | … | … | 0.00 | 66.43 | 0.00 | 0.00 | 4.64 | 5.04 | 0.00 | 16.73 | 15.03 | 11.26 | 22.25 | 45.76 | 39.21 | 9.81 |
| Yield(%) | 0.00 | 8.20 | 0.92 | 1.64 | 3.94 | 1.98 | 1.48 | … | … | 8.20 | 0.00 | 0.00 | 5.85 | 0.00 | 3.59 | 3.41 | 5.45 | 0.94 | 1.84 | 1.57 | 2.07 | 1.98 | 0.00 |
Data as of 09/28/2022, Common starting date is 09/10/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKFF (McKesson Europe AG) |
-30.82%
Sep 2018 – Sep 2021 |
-19.27%
May 2017 – May 2022 |
-6.59%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKFF (McKesson Europe AG) |
32.29%
Nov 2011 – Nov 2014 |
13.67%
May 2012 – May 2017 |
5.38%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart