Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDTAF (Carl Data Solutions Inc) | 0.00% | -25.00% | -15.66% | -22.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDTAF (Carl Data Solutions Inc) | 12/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.00 | -15.66 | -22.88 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 33.33 | -40.00 | -40.33 | -44.13 | 233.33 | -83.46 | 32.97 | -25.13 |
| Sharpe Ratio | NA | -0.01 | -0.08 | -0.13 | NA | NA | NA | … | … | -0.01 | -0.01 | -0.03 | 0.14 | -0.22 | -0.30 | -0.39 | 1.82 | -0.56 | 0.52 | -1.29 |
| Standard Deviation(%) | NA | 235.57 | 231.46 | 213.20 | NA | NA | NA | … | … | 286.42 | 216.30 | 246.74 | 203.00 | 186.75 | 134.35 | 112.58 | 127.66 | 151.78 | 62.75 | 75.96 |
| Draw Down(%) | NA | 50.00 | 77.78 | 83.33 | NA | NA | NA | … | … | 33.33 | 75.00 | 66.67 | 71.43 | 66.67 | 88.75 | 60.25 | 53.85 | 84.93 | 36.34 | 28.41 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDTAF (Carl Data Solutions Inc) |
-48.93%
Jan 2021 – Jan 2024 |
-39.55%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDTAF (Carl Data Solutions Inc) |
14.74%
Feb 2018 – Feb 2021 |
4.34%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart