Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCRD (CoreCard Corp) | NA | 68.81% | -1.24% | -9.05% | 23.34% | 22.46% | 10.22% | … | … |
Data as of 10/30/2025, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCRD (CoreCard Corp) | 11/05/1984 | 10/30/2025 |
| 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 | 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 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.10 | 68.81 | -1.24 | -9.05 | 23.34 | 22.46 | 10.22 | … | … | 3.96 | 52.57 | -52.26 | -25.34 | -3.27 | 0.43 | 209.13 | 183.33 | 7.55 | 31.27 | 100.62 | -0.62 | 18.33 | -14.44 | 24.03 | 37.23 | -9.06 | -69.15 | 4.68 | 49.54 | 5.94 | 18.82 | 3.03 | -45.90 | -9.63 | -15.63 | 137.04 | -65.38 | 62.50 | 41.18 | 0.00 | 9.68 | 10.71 | 55.56 | 0.00 | -50.00 | 0.00 | -50.00 | -36.84 | 50.00 | -44.93 | 7.81 |
| Sharpe Ratio | NA | 1.31 | -0.09 | -0.24 | 0.39 | NA | NA | … | … | 0.04 | 0.85 | -1.18 | -0.69 | -0.08 | 0.00 | 2.50 | 2.64 | 0.12 | 0.54 | 1.80 | -0.01 | 0.22 | -0.21 | 0.21 | 0.34 | -0.07 | -0.70 | 0.04 | 1.05 | 0.04 | 0.27 | 0.04 | -0.88 | -0.22 | -0.17 | 1.53 | -0.71 | 1.00 | 0.50 | -0.05 | 0.10 | 0.10 | 0.43 | -0.03 | -0.58 | -0.09 | -1.07 | -0.60 | 0.82 | -0.82 | 1.08 |
| Standard Deviation(%) | NA | 50.09 | 50.54 | 46.39 | 56.49 | NA | NA | … | … | 51.03 | 54.63 | 47.98 | 39.12 | 40.21 | 54.91 | 82.93 | 69.03 | 56.11 | 57.27 | 55.89 | 78.89 | 83.76 | 70.02 | 116.70 | 108.12 | 134.56 | 100.42 | 44.72 | 44.32 | 85.07 | 66.35 | 60.04 | 53.70 | 55.33 | 115.55 | 87.74 | 96.92 | 58.81 | 74.43 | 84.57 | 69.33 | 86.92 | 122.30 | 128.80 | 95.39 | 65.40 | 51.06 | 68.24 | 55.79 | 61.39 | 54.83 |
| Draw Down(%) | NA | 29.57 | 70.68 | 80.50 | 81.34 | NA | NA | … | … | 29.57 | 26.37 | 62.98 | 47.37 | 42.17 | 43.97 | 47.28 | 35.84 | 26.32 | 20.06 | 16.33 | 57.68 | 38.29 | 34.64 | 53.68 | 37.87 | 62.67 | 71.83 | 28.09 | 30.18 | 50.00 | 38.46 | 27.27 | 53.85 | 38.72 | 75.00 | 44.83 | 72.50 | 43.44 | 28.57 | 38.89 | 30.00 | 25.00 | 46.67 | 50.00 | 60.00 | 36.00 | 59.52 | 52.24 | 17.78 | 69.23 | 12.50 |
| 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 | 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/30/2025, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRD (CoreCard Corp) |
-47.07%
Feb 2000 – Feb 2003 |
-32.45%
Oct 1986 – Oct 1991 |
-19.31%
Feb 2000 – Feb 2010 |
-10.14%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRD (CoreCard Corp) |
143.13%
Aug 2016 – Aug 2019 |
106.95%
Oct 2014 – Oct 2019 |
46.20%
Jul 2009 – Jul 2019 |
25.38%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart