Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CETXP (Cemtrex Inc Pref) | 78.65% | 224.82% | 3.05% | -27.55% | NA | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 02/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CETXP (Cemtrex Inc Pref) | 02/21/2017 | 01/23/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 224.82 | 3.05 | -27.55 | NA | NA | NA | … | … | 78.65 | 81.82 | -85.91 | 153.24 | -81.01 | -11.10 | 237.83 | -36.15 | -75.26 | -43.73 |
| Sharpe Ratio | NA | 0.56 | 0.00 | -0.13 | NA | NA | NA | … | … | 1,537.14 | 0.20 | -0.35 | 1.00 | -0.38 | -0.10 | 1.51 | -0.22 | -0.93 | -0.52 |
| Standard Deviation(%) | NA | 399.16 | 275.48 | 236.16 | NA | NA | NA | … | … | 605.74 | 397.66 | 252.80 | 150.79 | 214.60 | 112.26 | 155.87 | 168.94 | 82.51 | 94.21 |
| Draw Down(%) | NA | 77.86 | 97.11 | 98.94 | NA | NA | NA | … | … | 26.53 | 77.86 | 97.00 | 66.67 | 83.77 | 48.94 | 68.44 | 88.61 | 80.77 | 52.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.12 | 0.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.80 |
Data as of 01/23/2026, Common starting date is 02/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETXP (Cemtrex Inc Pref) |
-75.13%
Oct 2021 – Oct 2024 |
-44.08%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETXP (Cemtrex Inc Pref) |
24.23%
Dec 2018 – Dec 2021 |
-1.60%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart