Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CG (The Carlyle Group Inc.) | 16.89% | 28.86% | 26.38% | 18.90% | 13.48% | NA | NA | 13.93% |
Data as of 07/16/2025, AR inception is 05/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CG (The Carlyle Group Inc.) | 05/04/2012 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | 28.86 | 26.38 | 18.90 | 13.48 | NA | NA | 13.93 | 16.89 | 28.05 | 42.57 | -43.76 | 78.46 | 1.62 | 116.75 | -27.28 | 61.45 | 8.75 | -34.86 | -18.51 | 42.85 | 19.31 |
| Sharpe Ratio | NA | 0.82 | 0.59 | 0.45 | 0.33 | NA | NA | 0.35 | 0.62 | 0.62 | 1.08 | -0.93 | 2.78 | 0.02 | 4.15 | -0.97 | 2.37 | 0.25 | -1.18 | -0.61 | 1.29 | 1.56 |
| Standard Deviation(%) | NA | 46.03 | 40.32 | 38.47 | 38.03 | NA | NA | 35.87 | 52.41 | 34.46 | 35.87 | 48.70 | 28.20 | 56.73 | 27.79 | 29.55 | 25.74 | 34.68 | 29.46 | 30.17 | 33.16 | 19.98 |
| Draw Down(%) | NA | 38.53 | 38.53 | 56.74 | 56.74 | NA | NA | 62.67 | 38.53 | 24.52 | 31.24 | 53.18 | 15.86 | 50.04 | 14.02 | 37.34 | 15.97 | 25.16 | 47.86 | 28.89 | 33.05 | 8.75 |
| Yield(%) | 0.00 | 3.01 | 4.27 | 4.30 | 4.86 | 5.82 | 4.37 | 6.72 | 1.38 | 3.50 | 4.58 | 2.26 | 3.21 | 3.12 | 8.49 | 5.32 | 8.97 | 10.80 | 12.03 | 5.37 | 5.08 | 1.22 |
Data as of 07/16/2025, AR inception is 05/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CG (The Carlyle Group Inc.) |
-17.90%
Jan 2013 - Jan 2016 |
-7.49%
Dec 2013 - Dec 2018 |
5.17%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CG (The Carlyle Group Inc.) |
57.82%
Dec 2018 - Dec 2021 |
36.76%
Oct 2016 - Oct 2021 |
14.59%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart