Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCI (Crown Castle Inc.) | 6.85% | -2.02% | -0.64% | -9.61% | 4.13% | 9.22% | 7.88% | … | … |
Data as of 06/04/2026, Common starting date is 08/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCI (Crown Castle Inc.) | 08/28/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.96 | -2.02 | -0.64 | -9.61 | 4.13 | 9.22 | 7.88 | … | … | 6.85 | 2.28 | -16.39 | -10.25 | -32.57 | 35.08 | 15.49 | 35.46 | 1.74 | 30.29 | 4.50 | 14.33 | 9.85 | 1.76 | 61.07 | 2.21 | 12.27 | 122.07 | -57.74 | 28.79 | 20.03 | 61.72 | 50.86 | 194.13 | -63.77 | -59.28 | -20.87 | 36.70 | 135.00 |
| Sharpe Ratio | NA | -0.27 | -0.17 | -0.45 | 0.10 | NA | NA | … | … | 0.25 | -0.02 | -0.90 | -0.51 | -1.12 | 1.76 | 0.36 | 1.86 | 0.02 | 1.90 | 0.22 | 0.85 | 0.56 | 0.08 | 3.53 | 0.08 | 0.51 | 2.58 | -0.90 | 0.94 | 0.64 | 2.32 | 1.42 | 3.39 | -0.57 | -0.76 | -0.31 | 0.49 | 9.56 |
| Standard Deviation(%) | NA | 26.29 | 26.05 | 26.52 | 25.92 | NA | NA | … | … | 33.38 | 26.01 | 22.12 | 27.60 | 30.58 | 19.96 | 42.64 | 18.27 | 20.23 | 15.66 | 19.15 | 16.80 | 17.52 | 20.36 | 17.47 | 26.67 | 24.08 | 47.28 | 65.29 | 27.44 | 26.04 | 25.67 | 35.22 | 57.12 | 114.63 | 81.77 | 79.72 | 68.23 | 117.11 |
| Draw Down(%) | NA | 30.01 | 30.77 | 55.48 | 55.48 | NA | NA | … | … | 15.17 | 22.66 | 24.14 | 41.29 | 39.79 | 16.87 | 29.85 | 11.64 | 10.71 | 8.59 | 19.74 | 11.07 | 10.95 | 15.59 | 6.62 | 19.06 | 12.93 | 23.40 | 76.14 | 15.33 | 14.77 | 11.10 | 22.06 | 31.66 | 90.84 | 74.66 | 47.14 | 39.50 | 37.50 |
| Yield(%) | 0.00 | 4.24 | 4.96 | 2.89 | 5.39 | 9.37 | 8.53 | … | … | 1.20 | 5.33 | 5.37 | 4.53 | 2.88 | 3.52 | 3.48 | 4.32 | 3.92 | 4.49 | 4.22 | 4.21 | 2.61 | 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 06/04/2026, Common starting date is 08/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCI (Crown Castle Inc.) |
-52.20%
Jul 1999 – Jul 2002 |
-14.85%
Apr 2000 – Apr 2005 |
-2.86%
Dec 1998 – Dec 2008 |
6.00%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCI (Crown Castle Inc.) |
124.73%
Sep 2002 – Sep 2005 |
79.67%
Sep 2002 – Sep 2007 |
40.29%
Sep 2002 – Sep 2012 |
30.20%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison Chart