Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CF (CF Industries Holdings, Inc.) | 48.13% | 25.62% | 23.93% | 17.83% | 17.08% | 12.10% | 21.88% | … | … |
Data as of 06/05/2026, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CF (CF Industries Holdings, Inc.) | 08/11/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 25.62 | 23.93 | 17.83 | 17.08 | 12.10 | 21.88 | … | … | 48.13 | -7.17 | 10.08 | -4.75 | 22.29 | 87.13 | -15.73 | 12.73 | 5.08 | 40.34 | -18.42 | -23.54 | 19.32 | 15.94 | 41.33 | 7.95 | 49.53 | 85.69 | -55.15 | 329.97 | 68.91 | -5.73 |
| Sharpe Ratio | NA | 0.59 | 0.61 | 0.42 | 0.41 | NA | NA | … | … | 2.82 | -0.30 | 0.24 | -0.27 | 0.42 | 2.37 | -0.27 | 0.37 | 0.10 | 1.12 | -0.36 | -0.66 | 0.83 | 0.59 | 1.23 | 0.16 | 1.24 | 1.79 | -0.56 | 5.96 | 2.14 | -0.39 |
| Standard Deviation(%) | NA | 41.77 | 34.51 | 38.18 | 40.47 | NA | NA | … | … | 54.12 | 33.50 | 26.83 | 31.62 | 49.53 | 36.79 | 58.93 | 30.73 | 37.14 | 35.47 | 51.88 | 35.82 | 23.28 | 27.03 | 33.80 | 50.28 | 40.01 | 47.87 | 99.53 | 55.26 | 30.74 | 43.29 |
| Draw Down(%) | NA | 24.87 | 29.16 | 48.36 | 60.74 | NA | NA | … | … | 18.11 | 29.16 | 19.05 | 32.72 | 27.73 | 21.51 | 55.40 | 15.38 | 28.02 | 30.17 | 46.38 | 41.21 | 13.37 | 25.83 | 22.75 | 36.25 | 45.82 | 21.82 | 76.72 | 27.10 | 30.37 | 36.98 |
| Yield(%) | 0.00 | 2.17 | 3.03 | 3.13 | 4.82 | 4.21 | 29.73 | … | … | 1.25 | 2.33 | 2.45 | 1.95 | 2.12 | 3.11 | 2.59 | 2.86 | 2.78 | 3.77 | 3.70 | 2.16 | 2.14 | 1.06 | 1.04 | 0.73 | 0.44 | 0.75 | 0.36 | 0.30 | 0.52 | 0.12 |
Data as of 06/05/2026, Common starting date is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CF (CF Industries Holdings, Inc.) |
-15.51%
Oct 2013 – Oct 2016 |
-12.15%
Jun 2015 – Jun 2020 |
3.69%
Oct 2010 – Oct 2020 |
7.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CF (CF Industries Holdings, Inc.) |
84.08%
Sep 2005 – Sep 2008 |
63.72%
Aug 2006 – Aug 2011 |
34.89%
Oct 2005 – Oct 2015 |
23.58%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart