Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCL (Carnival Corporation & plc) | -7.83% | 18.13% | 31.78% | -1.62% | -3.84% | 0.14% | 0.31% | … | … |
Data as of 06/04/2026, Common starting date is 07/24/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCL (Carnival Corporation & plc) | 07/24/1987 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 18.13 | 31.78 | -1.62 | -3.84 | 0.14 | 0.31 | … | … | -7.83 | 22.55 | 34.41 | 130.02 | -59.94 | -7.11 | -56.89 | 7.37 | -23.40 | 30.76 | -1.07 | 22.94 | 15.73 | 12.38 | 17.62 | -27.24 | 47.13 | 30.30 | -42.37 | -6.56 | -6.15 | -5.80 | 46.74 | 61.64 | -9.77 | -7.23 | -34.41 | -0.39 | 73.36 | 67.80 | 35.38 | 14.71 | -10.29 | 44.66 | 24.76 | 85.84 | -28.93 | 28.23 | 29.17 | -23.81 |
| Sharpe Ratio | NA | 0.43 | 0.69 | -0.06 | -0.10 | NA | NA | … | … | -0.35 | 0.41 | 0.73 | 2.60 | -0.78 | -0.14 | -0.46 | 0.21 | -0.96 | 1.84 | -0.05 | 0.91 | 0.69 | 0.58 | 0.65 | -0.76 | 1.42 | 0.55 | -0.72 | -0.43 | -0.40 | -0.38 | 2.44 | 2.14 | -0.29 | -0.17 | -0.60 | -0.09 | 1.47 | 2.36 | 1.12 | 0.37 | -0.56 | 1.32 | 0.89 | 2.13 | -0.75 | 0.61 | 0.73 | -0.66 |
| Standard Deviation(%) | NA | 46.10 | 47.22 | 55.55 | 58.24 | NA | NA | … | … | 55.12 | 47.94 | 42.07 | 49.26 | 78.39 | 51.31 | 123.57 | 28.00 | 25.93 | 16.43 | 27.82 | 25.17 | 22.88 | 21.12 | 27.14 | 36.02 | 33.19 | 54.87 | 59.90 | 22.63 | 23.97 | 21.37 | 18.75 | 28.42 | 37.41 | 58.79 | 63.87 | 42.22 | 47.60 | 26.98 | 28.17 | 29.10 | 23.66 | 31.98 | 24.87 | 38.25 | 45.67 | 36.74 | 33.07 | 76.77 |
| Draw Down(%) | NA | 29.30 | 42.85 | 79.62 | 90.37 | NA | NA | … | … | 29.30 | 42.33 | 26.96 | 42.85 | 72.63 | 47.68 | 84.46 | 30.36 | 33.76 | 8.61 | 23.34 | 12.28 | 17.61 | 17.55 | 15.77 | 37.80 | 31.08 | 33.54 | 64.64 | 16.97 | 34.16 | 19.52 | 13.41 | 19.97 | 35.02 | 46.26 | 62.87 | 26.87 | 48.44 | 8.61 | 17.67 | 22.17 | 25.24 | 20.38 | 25.56 | 23.48 | 55.56 | 32.69 | 17.86 | 51.45 |
| Yield(%) | 0.00 | 1.26 | 0.81 | 0.20 | 1.50 | 2.41 | 2.23 | … | … | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 4.01 | 2.92 | 3.07 | 3.14 | 2.41 | 2.51 | 2.67 | 4.55 | 2.14 | 1.25 | 0.00 | 3.66 | 2.70 | 1.88 | 1.40 | 1.32 | 1.72 | 1.52 | 1.85 | 0.90 | 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 07/24/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCL (Carnival Corporation & plc) |
-45.66%
Dec 2019 – Dec 2022 |
-34.66%
Sep 2017 – Sep 2022 |
-13.12%
Sep 2012 – Sep 2022 |
-9.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCL (Carnival Corporation & plc) |
60.21%
Sep 2022 – Sep 2025 |
35.10%
Dec 1994 – Dec 1999 |
28.62%
Dec 1988 – Dec 1998 |
21.27%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart