Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCLLF (CCL Industries Inc) | NA | 5.09% | 5.35% | 13.99% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCLLF (CCL Industries Inc) | 08/30/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.09 | 5.35 | 13.99 | NA | NA | NA | … | … | 10.55 | 26.26 | -16.50 | 61.46 | 1.87 | -22.44 | -10.63 | 7.15 | 0.50 |
| Sharpe Ratio | NA | 0.09 | 0.09 | 0.53 | NA | NA | NA | … | … | 0.46 | 0.98 | -1.16 | 1.76 | 1.98 | -0.64 | -0.87 | 0.99 | 1.13 |
| Standard Deviation(%) | NA | 22.46 | 20.99 | 22.41 | NA | NA | NA | … | … | 25.48 | 23.16 | 17.57 | 34.34 | 0.93 | 35.52 | 13.85 | 5.85 | 0.61 |
| Draw Down(%) | NA | 15.71 | 18.16 | 18.16 | NA | NA | NA | … | … | 11.33 | 4.97 | 16.87 | 4.68 | 0.00 | 33.91 | 12.33 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.60 | 1.57 | 2.26 | 1.20 | 0.80 | 0.60 | … | … | 1.30 | 1.94 | 1.46 | 2.11 | 1.85 | 1.21 | 1.40 | 1.13 | 0.50 |
Data as of 09/26/2025, Common starting date is 08/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLLF (CCL Industries Inc) |
-11.13%
May 2018 – May 2021 |
-1.38%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLLF (CCL Industries Inc) |
21.66%
Jul 2021 – Jul 2024 |
14.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart