Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDIV (Cascadia Investments Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 08/13/2021, Common starting date is 09/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDIV (Cascadia Investments Inc) | 09/09/2009 | 08/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 300.00 | 0.00 | -90.00 | 900.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -99.52 | -61.82 | 129.17 |
| Sharpe Ratio | NA | 5,187.58 | 3.37 | 1.24 | 0.13 | NA | NA | … | … | 1,185,242.22 | 0.37 | 0.00 | -0.18 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.26 | -0.27 | 6.12 |
| Standard Deviation(%) | NA | 2,478.98 | 1,469.51 | 1,265.64 | 925.17 | NA | NA | … | … | 3,149.61 | 804.13 | NA | 516.72 | 766.59 | 922.87 | 326.28 | 326.28 | NA | 184.81 | 387.93 | 228.36 | 213.74 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 98.00 | 0.00 | 99.00 | 99.00 | 99.00 | 90.00 | 90.00 | 0.00 | 66.67 | 99.60 | 98.30 | 55.00 |
| Yield(%) | 0.00 | 65,000.00 | 21,666.67 | 1,300.00 | 130.00 | 18.06 | 13.54 | … | … | 14,500.00 | 7,000.00 | 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 08/13/2021, Common starting date is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIV (Cascadia Investments Inc) |
-94.78%
Mar 2010 – Mar 2013 |
-83.00%
Mar 2010 – Mar 2015 |
-64.98%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIV (Cascadia Investments Inc) |
64,989.21%
Jul 2018 – Jul 2021 |
7,628.68%
Jul 2016 – Jul 2021 |
365.28%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart