Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCF (Chase Corporation) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 11/27/2023, Common starting date is 04/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCF (Chase Corporation) | 04/15/1994 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -12.41 | -0.48 | -14.12 | 19.27 | -16.34 | 45.17 | 107.37 | 14.87 | 3.69 | 92.65 | 36.84 | -12.47 | 41.02 | 6.34 | -54.14 | 101.20 | 78.87 | -6.96 | 22.77 | 18.53 | -2.57 | 25.09 | -4.44 | -17.14 | -4.55 | 54.93 | 86.84 | 31.03 | 52.63 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.44 | -0.02 | -0.21 | 0.61 | -0.53 | 1.58 | 3.68 | 0.45 | 0.11 | 2.94 | 0.87 | -0.23 | 1.03 | 0.10 | -0.80 | 1.72 | 2.93 | -0.38 | 1.39 | 0.85 | -0.15 | 0.65 | -0.31 | -0.55 | -0.18 | 1.21 | 1.86 | 0.62 | 1.54 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 31.22 | 29.34 | 68.85 | 29.25 | 33.35 | 28.36 | 29.10 | 32.98 | 32.19 | 31.49 | 42.52 | 54.70 | 39.69 | 60.12 | 68.43 | 57.48 | 25.85 | 24.04 | 15.65 | 20.95 | 25.16 | 35.43 | 28.24 | 37.62 | 43.40 | 42.18 | 44.36 | 43.29 | 50.48 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 26.59 | 22.00 | 53.54 | 19.61 | 29.79 | 19.72 | 12.80 | 18.24 | 21.15 | 13.38 | 34.54 | 47.29 | 22.46 | 50.58 | 64.55 | 28.89 | 10.87 | 24.58 | 7.92 | 19.48 | 27.38 | 28.21 | 20.74 | 30.48 | 52.67 | 22.97 | 16.00 | 24.24 | 11.63 |
| Yield(%) | NA | 1.08 | 0.63 | 0.68 | 2.24 | 5.16 | 8.03 | … | … | 0.00 | 0.99 | 0.98 | 0.68 | 0.80 | 0.67 | 0.93 | 1.80 | 1.87 | 1.70 | 2.37 | 2.83 | 2.15 | 2.98 | 1.74 | 1.38 | 1.97 | 2.77 | 2.19 | 2.66 | 2.71 | 2.29 | 3.60 | 3.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/27/2023, Common starting date is 04/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCF (Chase Corporation) |
-13.90%
Apr 1998 – Apr 2001 |
-10.49%
Mar 1998 – Mar 2003 |
7.00%
Feb 1999 – Feb 2009 |
7.24%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCF (Chase Corporation) |
74.19%
Mar 1995 – Mar 1998 |
58.32%
May 2012 – May 2017 |
29.04%
Nov 2009 – Nov 2019 |
26.87%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart