Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CILZ (Carolina Mills Inc) | NA | 0.00% | -33.02% | -21.37% | -11.33% | NA | NA | … | … |
Data as of 09/27/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CILZ (Carolina Mills Inc) | 06/19/2012 | 09/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -33.02 | -21.37 | -11.33 | NA | NA | … | … | 0.00 | -29.23 | -27.78 | -41.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.83 | -0.71 | -0.53 | NA | NA | … | … | 0.00 | -0.85 | -0.94 | -0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 34.57 | 40.37 | 31.29 | 22.14 | NA | NA | … | … | NA | 34.57 | 29.60 | 53.10 | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 69.94 | 69.94 | 69.94 | NA | NA | … | … | 0.00 | 29.23 | 27.78 | 41.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/27/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CILZ (Carolina Mills Inc) |
-33.02%
Jul 2018 – Jul 2021 |
-21.37%
Jul 2016 – Jul 2021 |
-11.33%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CILZ (Carolina Mills Inc) |
0.00%
Jul 2012 – Jul 2015 |
0.00%
Jul 2012 – Jul 2017 |
-11.33%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart