Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDTI (CDTi Advanced Materials Inc) | 1.35% | 44.23% | 23.31% | 5.28% | -21.56% | -13.40% | -19.02% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDTI (CDTi Advanced Materials Inc) | 12/27/1995 | 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 44.23 | 23.31 | 5.28 | -21.56 | -13.40 | -19.02 | … | … | 1.35 | 137.50 | -30.00 | 328.57 | -46.15 | -25.71 | 94.44 | -52.63 | -95.16 | -26.98 | -54.26 | -48.07 | 20.67 | 1,628.11 | -22.50 | -70.50 | 9.84 | -44.62 | -88.70 | 155.59 | 80.00 | -41.18 | -40.35 | 90.00 | -30.23 | 129.33 | -46.43 | 60.00 | -55.13 | 2.63 | -66.07 | 0.90 |
| Sharpe Ratio | NA | 0.31 | 0.15 | 0.01 | -0.13 | NA | NA | … | … | 0.00 | 1.12 | -0.29 | 1.53 | -0.25 | -0.15 | 0.38 | -0.64 | -0.71 | -0.53 | -0.75 | -0.98 | 0.02 | 4.88 | -0.48 | -0.65 | -0.05 | -0.53 | -0.87 | 1.46 | 0.62 | -0.45 | -0.56 | 0.59 | -0.50 | 1.02 | -0.47 | 0.22 | -0.33 | -0.42 | -0.62 | 20.48 |
| Standard Deviation(%) | NA | 135.20 | 133.87 | 166.42 | 176.57 | NA | NA | … | … | 139.74 | 123.55 | 127.96 | 215.72 | 192.03 | 167.12 | 247.95 | 119.37 | 165.35 | 86.96 | 117.08 | 67.68 | 137.15 | 329.80 | 86.12 | 136.62 | 176.40 | 118.58 | 123.82 | 92.13 | 93.04 | 139.14 | 106.98 | 120.41 | 99.06 | 108.39 | 147.00 | 260.09 | 176.78 | 125.47 | 111.72 | 10.07 |
| Draw Down(%) | NA | 68.69 | 68.69 | 81.58 | 99.93 | NA | NA | … | … | 37.00 | 52.02 | 52.50 | 49.28 | 68.18 | 71.79 | 69.23 | 78.26 | 96.49 | 63.32 | 68.75 | 66.98 | 77.25 | 47.25 | 58.97 | 81.29 | 74.39 | 64.29 | 92.45 | 37.87 | 27.03 | 56.52 | 58.33 | 53.00 | 68.75 | 35.14 | 75.00 | 78.95 | 83.93 | 63.86 | 72.88 | 0.00 |
| 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 |
Data as of 06/05/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDTI (CDTi Advanced Materials Inc) |
-89.25%
Apr 2017 – Apr 2020 |
-72.62%
Oct 2014 – Oct 2019 |
-40.83%
Oct 2014 – Oct 2024 |
-36.84%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDTI (CDTi Advanced Materials Inc) |
184.86%
Jun 2012 – Jun 2015 |
107.97%
Sep 2011 – Sep 2016 |
7.65%
Aug 2006 – Aug 2016 |
10.72%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart