Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPP (Capstone Financial Group Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 02/24/2023, Common starting date is 09/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPP (Capstone Financial Group Inc) | 09/16/2013 | 02/24/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 4.17 | 400.00 | -93.33 | -50.00 | -60.00 | -48.28 | 107.14 | -86.00 | -4.76 | 6,674.19 |
| Sharpe Ratio | NA | 0.82 | -0.11 | -0.17 | NA | NA | NA | … | … | NA | 0.96 | 1.08 | -0.41 | -0.75 | -0.52 | -0.26 | 0.35 | -0.55 | -0.07 | 347,964.26 |
| Standard Deviation(%) | NA | 4.18 | 414.97 | 327.23 | NA | NA | NA | … | … | 0.00 | 4.65 | 811.08 | 227.72 | 68.93 | 117.51 | 191.30 | 304.08 | 155.24 | 67.42 | 493.49 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 0.00 | 98.18 | 93.33 | 50.00 | 70.00 | 79.95 | 75.00 | 86.00 | 47.62 | 35.71 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/24/2023, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPP (Capstone Financial Group Inc) |
-78.46%
Jun 2018 – Jun 2021 |
-60.11%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPP (Capstone Financial Group Inc) |
0.34%
Jul 2015 – Jul 2018 |
-11.09%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart