Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALEX (CUTLER EQUITY FUND CUTLER EQUITY FUND) | NA | -1.08% | 9.98% | 8.39% | 9.59% | 8.49% | 9.18% | … | … |
Data as of 03/02/2023, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALEX (CUTLER EQUITY FUND CUTLER EQUITY FUND) | 06/20/1996 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -1.08 | 9.98 | 8.39 | 9.59 | 8.49 | 9.18 | … | … | -1.01 | -3.45 | 35.34 | -3.62 | 24.71 | -6.48 | 17.84 | 14.94 | -2.78 | 9.64 | 29.48 | 9.46 | 7.64 | 17.10 | 19.56 | -28.64 | 5.15 | 17.33 | 3.45 | 7.35 | 24.68 | -22.71 | -3.16 | 8.63 | 3.29 | 17.44 | 33.25 | 10.47 |
| Sharpe Ratio | NA | -0.19 | 0.38 | 0.36 | 0.55 | NA | NA | … | … | -0.99 | -0.26 | 1.63 | -0.13 | 1.96 | -0.51 | 2.77 | 1.28 | -0.20 | 0.94 | 2.87 | 0.82 | 0.37 | 1.01 | 0.71 | -0.75 | 0.14 | 1.53 | 0.13 | 0.59 | 1.40 | -0.88 | -0.31 | 0.26 | 0.00 | 0.79 | 1.83 | 1.67 |
| Standard Deviation(%) | NA | 18.28 | 24.31 | 20.55 | 16.42 | NA | NA | … | … | 13.05 | 18.64 | 18.06 | 34.94 | 11.88 | 15.43 | 6.24 | 11.49 | 14.16 | 10.23 | 10.27 | 11.61 | 20.50 | 16.89 | 27.32 | 39.50 | 15.72 | 9.21 | 10.25 | 10.87 | 17.09 | 27.02 | 18.24 | 17.81 | 16.19 | 17.93 | 16.20 | 10.24 |
| Draw Down(%) | NA | 17.26 | 26.37 | 31.62 | 31.62 | NA | NA | … | … | 4.61 | 17.60 | 4.93 | 31.62 | 6.60 | 15.26 | 2.78 | 8.21 | 13.12 | 6.82 | 4.66 | 7.66 | 15.66 | 13.32 | 28.90 | 42.50 | 9.91 | 6.65 | 5.98 | 6.67 | 17.51 | 38.66 | 20.67 | 14.23 | 14.24 | 17.02 | 9.04 | 5.67 |
| Yield(%) | 0.00 | 1.38 | 4.34 | 4.60 | 5.29 | 4.93 | 6.37 | … | … | 0.00 | 1.32 | 8.86 | 1.05 | 4.86 | 5.13 | 2.97 | 2.87 | 6.15 | 3.12 | 2.28 | 1.46 | 1.71 | 1.63 | 2.06 | 1.76 | 1.38 | 1.53 | 1.62 | 1.83 | 2.07 | 0.80 | 0.92 | 2.71 | 43.45 | 26.41 | 10.95 | 1.36 |
Data as of 03/02/2023, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALEX (CUTLER EQUITY FUND CUTLER EQUITY FUND) |
-12.08%
Feb 2006 – Feb 2009 |
-5.17%
Feb 2004 – Feb 2009 |
-1.92%
Feb 1999 – Feb 2009 |
4.55%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALEX (CUTLER EQUITY FUND CUTLER EQUITY FUND) |
25.91%
Feb 2009 – Feb 2012 |
21.80%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
9.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart