Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATG (Capstone Technologies Group Inc) | NA | -71.43% | -65.80% | 23.36% | -9.46% | NA | NA | … | … |
Data as of 09/18/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATG (Capstone Technologies Group Inc) | 10/18/2010 | 09/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -71.43 | -65.80 | 23.36 | -9.46 | NA | NA | … | … | -44.44 | -90.79 | -21.80 | 122.22 | 1,890.00 | 900.00 | -85.71 | -56.25 | 45.45 | -62.07 | -45.28 | 55.88 | -33.33 | -74.37 | -46.93 | 23.36 |
| Sharpe Ratio | NA | -0.83 | -0.82 | 0.06 | -0.04 | NA | NA | … | … | -0.89 | -0.86 | -0.36 | 1.24 | 8.36 | 2.68 | -0.51 | -0.52 | 0.12 | -0.25 | -0.25 | 0.35 | -0.15 | -0.32 | -0.23 | 1.88 |
| Standard Deviation(%) | NA | 89.36 | 84.38 | 326.40 | 295.96 | NA | NA | … | … | 66.65 | 113.43 | 72.69 | 97.83 | 813.31 | 332.65 | 169.99 | 110.19 | 389.11 | 247.97 | 179.00 | 159.73 | 217.06 | 232.48 | 205.52 | 94.06 |
| Draw Down(%) | NA | 71.43 | 96.28 | 97.10 | 98.39 | NA | NA | … | … | 44.44 | 91.25 | 51.61 | 27.54 | 94.29 | 66.67 | 85.71 | 75.00 | 89.58 | 80.36 | 61.54 | 52.73 | 84.21 | 84.42 | 85.68 | 22.62 |
| 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 |
Data as of 09/18/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATG (Capstone Technologies Group Inc) |
-69.43%
Jan 2017 – Jan 2020 |
-55.29%
Nov 2014 – Nov 2019 |
-34.04%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATG (Capstone Technologies Group Inc) |
706.71%
Nov 2019 – Nov 2022 |
153.65%
Nov 2017 – Nov 2022 |
38.08%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart