Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCCS (CCC Intelligent Solutions Holdings Inc. Common Stock) | NA | -32.23% | -3.11% | NA | NA | NA | NA | … | … |
Data as of 12/31/2025, Common starting date is 07/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCCS (CCC Intelligent Solutions Holdings Inc. Common Stock) | 07/29/2021 | 12/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | -32.23 | -3.11 | NA | NA | NA | NA | … | … | -32.23 | 4.92 | 30.92 | -23.62 | 24.34 |
| Sharpe Ratio | NA | -1.13 | -0.24 | NA | NA | NA | NA | … | … | -1.13 | -0.08 | 0.99 | -0.60 | 1.35 |
| Standard Deviation(%) | NA | 31.10 | 27.03 | NA | NA | NA | NA | … | … | 31.10 | 22.16 | 27.10 | 42.11 | 49.06 |
| Draw Down(%) | NA | 40.15 | 47.42 | NA | NA | NA | NA | … | … | 40.15 | 21.06 | 19.93 | 33.71 | 16.54 |
| 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 |
Data as of 12/31/2025, Common starting date is 07/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCS (CCC Intelligent Solutions Holdings Inc. Common Stock) |
-6.79%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCS (CCC Intelligent Solutions Holdings Inc. Common Stock) |
1.68%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart