Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBULF (Gratomic Inc) | 125.00% | 50.00% | -25.77% | -3.42% | -16.44% | NA | NA | -30.14% |
Data as of 07/25/2025, AR inception is 09/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBULF (Gratomic Inc) | 09/10/2013 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.50 | 50.00 | -25.77 | -3.42 | -16.44 | NA | NA | -30.14 | 125.00 | -63.64 | -50.00 | -79.63 | 292.73 | 451.10 | -89.71 | 46.30 | 4.25 | -18.46 | -48.00 | -70.59 | -45.16 |
| Sharpe Ratio | NA | 0.11 | -0.11 | -0.03 | -0.10 | NA | NA | -0.17 | 0.61 | -0.46 | -0.67 | -0.80 | 3.22 | 3.09 | -0.41 | 0.30 | 0.03 | -0.67 | -0.83 | -0.40 | -0.60 |
| Standard Deviation(%) | NA | 415.90 | 253.81 | 206.43 | 176.29 | NA | NA | 171.88 | 531.82 | 152.22 | 81.42 | 101.59 | 90.86 | 144.63 | 220.90 | 149.08 | 113.43 | 27.83 | 57.60 | 175.56 | 141.73 |
| Draw Down(%) | NA | 85.71 | 97.73 | 99.29 | 99.29 | NA | NA | 99.85 | 80.00 | 76.92 | 58.33 | 82.14 | 37.86 | 55.02 | 95.69 | 66.68 | 64.33 | 31.35 | 56.42 | 83.33 | 60.92 |
| 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 |
Data as of 07/25/2025, AR inception is 09/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBULF (Gratomic Inc) |
-68.82%
Jan 2022 - Jan 2025 |
-44.88%
May 2014 - May 2019 |
-32.70%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBULF (Gratomic Inc) |
79.15%
Feb 2020 - Feb 2023 |
35.69%
Jun 2016 - Jun 2021 |
-18.59%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart