Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPC (Capstone Companies Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 08/27/2024, Common starting date is 03/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPC (Capstone Companies Inc) | 03/20/1998 | 08/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -71.43 | -85.71 | 807.41 | -58.46 | -15.58 | -70.38 | 15.56 | 20.00 | 8.70 | 64.29 | 55.56 | -10.00 | 25.00 | -20.00 | -9.09 | -57.69 | -25.71 | 75.00 | -55.56 | 0.00 | 2,150.00 | -92.59 | -90.36 | -96.66 | 1.52 | 725.00 |
| Sharpe Ratio | NA | -0.12 | -0.28 | -0.18 | -0.18 | NA | NA | … | … | -0.15 | -0.26 | -0.46 | 4.51 | -0.31 | -0.17 | -0.74 | 0.21 | 0.13 | 0.07 | 0.54 | 0.26 | -0.06 | 0.15 | -0.08 | -0.06 | -0.42 | -0.21 | 0.49 | -0.37 | 0.00 | 5.26 | -0.25 | -0.34 | -0.44 | -0.01 | 8.07 |
| Standard Deviation(%) | NA | 432.68 | 293.05 | 254.08 | 197.35 | NA | NA | … | … | 452.42 | 294.30 | 188.80 | 179.08 | 186.12 | 99.37 | 97.40 | 72.53 | 152.24 | 125.88 | 118.06 | 211.53 | 171.35 | 161.21 | 236.46 | 147.47 | 138.24 | 137.48 | 146.35 | 154.44 | 209.13 | 408.54 | 376.26 | 271.86 | 228.08 | 212.79 | 168.91 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 85.71 | 92.41 | 83.56 | 83.61 | 42.22 | 76.79 | 40.09 | 46.55 | 56.67 | 69.35 | 60.00 | 61.11 | 33.33 | 72.73 | 52.38 | 64.52 | 62.86 | 82.63 | 74.07 | 71.88 | 75.00 | 96.67 | 95.92 | 98.41 | 85.41 | 51.52 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/27/2024, Common starting date is 03/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPC (Capstone Companies Inc) |
-95.80%
Jan 2000 – Jan 2003 |
-70.37%
Apr 1998 – Apr 2003 |
-50.90%
Jan 2000 – Jan 2010 |
-35.02%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPC (Capstone Companies Inc) |
220.75%
Feb 2003 – Feb 2006 |
90.37%
Feb 2003 – Feb 2008 |
36.63%
Jun 2011 – Jun 2021 |
27.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart