Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATC (Cambridge Bancorp) | NA | 37.16% | 0.12% | 1.46% | 8.18% | 11.42% | 8.37% | … | … |
Data as of 07/12/2024, Common starting date is 01/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATC (Cambridge Bancorp) | 01/06/1999 | 07/12/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.76 | 37.16 | 0.12 | 1.46 | 8.18 | 11.42 | 8.37 | … | … | 8.23 | -12.56 | -8.55 | 37.97 | -9.86 | -1.86 | 6.17 | 31.68 | 36.31 | 5.91 | 20.64 | 13.76 | 12.35 | 3.41 | 17.26 | 24.07 | -8.85 | 8.81 | 8.67 | -10.54 | 3.88 | -6.18 | 16.39 | 16.68 | 6.57 | 11.15 |
| Sharpe Ratio | NA | 0.80 | -0.07 | -0.01 | 0.23 | NA | NA | … | … | 0.37 | -0.35 | -0.40 | 1.40 | -0.18 | -0.12 | 0.21 | 1.37 | 2.68 | 0.29 | 1.07 | 0.80 | 0.59 | 0.17 | 0.67 | 0.76 | -0.33 | 0.27 | 0.30 | -0.96 | 0.20 | -0.46 | 0.50 | 1.87 | 0.40 | 0.72 |
| Standard Deviation(%) | NA | 41.44 | 35.85 | 39.00 | 31.23 | NA | NA | … | … | 33.74 | 48.44 | 24.85 | 27.12 | 54.46 | 26.33 | 23.48 | 22.74 | 13.48 | 20.44 | 19.21 | 17.16 | 21.11 | 20.42 | 25.62 | 31.44 | 29.56 | 21.27 | 18.34 | 13.18 | 14.77 | 15.02 | 30.33 | 7.81 | 6.15 | 11.16 |
| Draw Down(%) | NA | 23.97 | 49.66 | 49.66 | 50.55 | NA | NA | … | … | 17.27 | 45.09 | 15.51 | 10.98 | 43.23 | 15.27 | 17.37 | 10.50 | 4.51 | 9.68 | 5.74 | 10.49 | 7.59 | 9.94 | 9.49 | 21.62 | 19.67 | 16.56 | 9.28 | 18.67 | 10.21 | 12.41 | 15.00 | 2.27 | 2.24 | 3.45 |
| Yield(%) | 0.00 | 4.78 | 3.18 | 2.87 | 4.44 | 7.55 | 5.48 | … | … | 1.95 | 3.23 | 2.79 | 3.40 | 2.70 | 1.82 | 1.92 | 3.02 | 3.84 | 3.87 | 4.20 | 4.34 | 4.52 | 4.15 | 4.73 | 5.17 | 4.30 | 4.14 | 3.98 | 3.23 | 3.08 | 1.94 | 1.88 | 0.98 | 0.00 | 0.00 |
Data as of 07/12/2024, Common starting date is 01/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATC (Cambridge Bancorp) |
-7.96%
Apr 2021 – Apr 2024 |
-7.92%
Apr 2018 – Apr 2023 |
2.69%
Feb 1999 – Feb 2009 |
7.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATC (Cambridge Bancorp) |
29.55%
Mar 2015 – Mar 2018 |
22.49%
Sep 2013 – Sep 2018 |
18.39%
Feb 2009 – Feb 2019 |
12.56%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart