Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAOX (California Orchard Co) | -13.88% | -29.78% | -7.75% | -18.40% | -1.56% | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAOX (California Orchard Co) | 12/28/2012 | 05/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | -29.78 | -7.75 | -18.40 | -1.56 | NA | NA | … | … | -13.88 | -15.66 | 5.19 | 8.03 | -40.14 | -21.27 | -19.16 | -12.59 | 111.11 | 44.93 | 1.64 | -4.46 | 25.00 | -2.44 | 0.00 |
| Sharpe Ratio | NA | -0.68 | -0.40 | -0.51 | -0.07 | NA | NA | … | … | -1.40 | -0.41 | 0.42 | 0.98 | -0.59 | -0.51 | -0.37 | -0.31 | 2.12 | 0.99 | 0.88 | -0.18 | 1.12 | -1.00 | NA |
| Standard Deviation(%) | NA | 47.47 | 27.59 | 41.20 | 43.12 | NA | NA | … | … | 25.40 | 45.41 | 3.77 | 4.49 | 70.71 | 41.62 | 52.49 | 45.29 | 52.09 | 45.02 | 1.62 | 25.00 | 22.31 | 2.47 | 0.00 |
| Draw Down(%) | NA | 38.27 | 38.27 | 69.11 | 81.63 | NA | NA | … | … | 14.29 | 38.27 | 0.00 | 0.00 | 56.00 | 39.39 | 30.30 | 42.99 | 27.27 | 20.79 | 0.00 | 19.23 | 0.00 | 2.44 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.85 | 1.59 | 2.90 | 2.25 | 1.69 | … | … | 0.41 | 3.33 | 4.99 | 3.47 | 3.00 | 2.31 | 1.82 | 0.53 | 0.00 | 0.00 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2026, Common starting date is 12/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAOX (California Orchard Co) |
-29.60%
Nov 2019 – Nov 2022 |
-22.84%
Mar 2019 – Mar 2024 |
-1.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAOX (California Orchard Co) |
59.93%
Jan 2016 – Jan 2019 |
37.33%
Jan 2014 – Jan 2019 |
3.29%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart