Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBT (Cabot Corporation) | -13.47% | -18.08% | 5.18% | 17.70% | 10.77% | 9.85% | 6.55% | 8.10% |
Data as of 07/23/2025, AR inception is 11/05/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBT (Cabot Corporation) | 11/05/1980 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | -18.08 | 5.18 | 17.70 | 10.77 | 9.85 | 6.55 | 8.10 | -13.47 | 11.25 | 27.63 | 21.38 | 28.40 | -2.16 | 14.25 | -28.70 | 24.65 | 26.57 | -4.22 | -13.25 | 31.73 | 26.37 | -12.91 | 47.12 | 79.02 | -52.80 | -22.09 | 23.97 | -5.61 | 23.57 | 22.56 | -23.90 | 37.18 | 128.75 | -27.07 | 1.13 | 9.95 | -6.73 | 89.87 | 5.34 | 24.21 | 29.96 | 16.09 | -20.96 | -4.28 | 16.48 | 8.75 | 17.65 | -4.23 | 6.50 | 19.76 | -16.08 | -18.44 | -3.17 |
| Sharpe Ratio | NA | -0.74 | 0.12 | 0.44 | 0.24 | NA | NA | 0.15 | -1.08 | 0.24 | 0.82 | 0.48 | 0.95 | -0.04 | 0.39 | -1.00 | 1.16 | 0.95 | -0.14 | -0.53 | 1.21 | 0.90 | -0.29 | 1.36 | 1.28 | -0.92 | -0.73 | 0.80 | -0.35 | 0.78 | 0.89 | -0.63 | 0.88 | 2.88 | -0.83 | -0.07 | 0.25 | -0.34 | 3.50 | 0.11 | 0.93 | 1.09 | 0.50 | -1.20 | -0.50 | 0.43 | 0.10 | 0.47 | -0.33 | -0.03 | 0.49 | -0.62 | -0.87 | -0.70 |
| Standard Deviation(%) | NA | 33.81 | 32.66 | 33.63 | 35.50 | NA | NA | 33.59 | 30.01 | 32.20 | 29.36 | 41.48 | 29.91 | 61.77 | 33.15 | 30.24 | 20.77 | 27.60 | 31.07 | 25.14 | 26.18 | 29.40 | 45.14 | 34.58 | 61.61 | 58.06 | 34.71 | 25.70 | 22.33 | 29.12 | 24.60 | 39.76 | 40.41 | 43.17 | 36.53 | 32.95 | 24.88 | 29.95 | 24.52 | 19.83 | 23.72 | 24.97 | 24.14 | 21.95 | 20.31 | 27.11 | 44.15 | 28.22 | 29.61 | 20.57 | 27.54 | 38.74 | 33.16 | 43.49 |
| Draw Down(%) | NA | 37.50 | 37.50 | 37.50 | 67.20 | NA | NA | 82.87 | 21.27 | 22.22 | 23.16 | 22.39 | 25.33 | 55.24 | 21.85 | 40.17 | 16.67 | 14.83 | 34.34 | 33.68 | 25.82 | 23.68 | 50.85 | 30.31 | 50.10 | 58.37 | 37.75 | 20.79 | 27.61 | 18.24 | 21.14 | 46.73 | 24.00 | 23.04 | 37.84 | 44.05 | 18.03 | 27.09 | 19.65 | 12.72 | 14.12 | 21.29 | 21.05 | 37.37 | 26.67 | 16.56 | 47.29 | 16.67 | 39.03 | 17.73 | 19.26 | 35.18 | 29.50 | 14.95 |
| Yield(%) | 0.00 | 1.79 | 2.28 | 4.00 | 3.89 | 4.47 | 3.06 | 11.01 | 0.99 | 2.04 | 2.39 | 2.59 | 3.20 | 2.97 | 3.18 | 2.09 | 2.42 | 2.78 | 2.50 | 1.68 | 1.96 | 2.35 | 1.84 | 2.62 | 4.60 | 2.24 | 1.63 | 1.78 | 1.67 | 1.93 | 2.09 | 1.85 | 1.99 | 69.73 | 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 07/23/2025, AR inception is 11/05/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBT (Cabot Corporation) |
-32.64%
Feb 2006 - Feb 2009 |
-19.45%
Feb 2004 - Feb 2009 |
-2.42%
Sep 2001 - Sep 2011 |
0.76%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBT (Cabot Corporation) |
63.63%
Mar 2009 - Mar 2012 |
44.53%
Mar 2009 - Mar 2014 |
25.13%
Aug 1991 - Aug 2001 |
18.41%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart