Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDZIP (Cadiz Inc. Depositary Shares) | 22.89% | 51.36% | 30.00% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDZIP (Cadiz Inc. Depositary Shares) | 07/09/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.45 | 51.36 | 30.00 | NA | NA | NA | NA | … | … | 22.89 | 24.31 | 28.90 | 26.67 | -0.42 | -31.18 |
| Sharpe Ratio | NA | 2.62 | 0.98 | NA | NA | NA | NA | … | … | 3.24 | 1.16 | 0.94 | 0.44 | -0.03 | -2.91 |
| Standard Deviation(%) | NA | 16.45 | 25.18 | NA | NA | NA | NA | … | … | 18.01 | 18.52 | 26.82 | 52.74 | 64.91 | 18.48 |
| Draw Down(%) | NA | 5.19 | 25.20 | NA | NA | NA | NA | … | … | 3.78 | 12.87 | 25.20 | 20.34 | 42.86 | 32.75 |
| Yield(%) | 0.00 | 13.13 | 14.43 | 8.51 | 4.25 | 2.84 | 2.13 | … | … | 5.67 | 12.40 | 13.52 | 15.74 | 13.29 | 2.52 |
Data as of 06/04/2026, Common starting date is 07/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDZIP (Cadiz Inc. Depositary Shares) |
-2.46%
Sep 2021 – Sep 2024 |
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 |
|---|---|---|---|---|
| CDZIP (Cadiz Inc. Depositary Shares) |
38.76%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart