Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDRE (Cadre Holdings, Inc.) | -26.09% | -10.66% | 12.54% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDRE (Cadre Holdings, Inc.) | 11/04/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.63 | -10.66 | 12.54 | NA | NA | NA | NA | … | … | -26.09 | 27.80 | -0.79 | 65.53 | -19.74 | 66.91 |
| Sharpe Ratio | NA | -0.28 | 0.23 | NA | NA | NA | NA | … | … | -0.96 | 0.58 | -0.13 | 2.03 | -0.39 | 28.19 |
| Standard Deviation(%) | NA | 47.97 | 40.64 | NA | NA | NA | NA | … | … | 55.45 | 43.07 | 34.74 | 30.77 | 54.92 | 93.62 |
| Draw Down(%) | NA | 40.57 | 40.57 | NA | NA | NA | NA | … | … | 40.57 | 29.12 | 24.09 | 22.64 | 35.87 | 18.11 |
| Yield(%) | 0.00 | 1.15 | 1.67 | 2.16 | 1.08 | 0.72 | 0.54 | … | … | 0.49 | 1.18 | 1.09 | 1.60 | 1.28 | 0.52 |
Data as of 06/05/2026, Common starting date is 11/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDRE (Cadre Holdings, Inc.) |
5.86%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDRE (Cadre Holdings, Inc.) |
28.80%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart