Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMT (Calumet, Inc.) | 88.27% | 182.77% | 32.31% | 42.44% | 24.04% | 6.95% | 5.00% | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMT (Calumet, Inc.) | 01/26/2006 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.38 | 182.77 | 32.31 | 42.44 | 24.04 | 6.95 | 5.00 | … | … | 88.27 | -10.58 | 18.47 | 5.86 | 27.88 | 321.73 | -14.25 | 65.16 | -71.30 | 92.50 | -79.12 | -1.64 | -5.49 | -7.17 | 64.54 | 3.45 | 26.81 | 137.57 | -73.54 | -2.74 | 91.96 |
| Sharpe Ratio | NA | 3.28 | 0.48 | 0.68 | 0.35 | NA | NA | … | … | 6.68 | -0.22 | 0.22 | 0.04 | 0.40 | 4.73 | -0.14 | 0.99 | -1.42 | 1.86 | -0.78 | -0.05 | -0.15 | -0.24 | 2.24 | 0.11 | 0.74 | 2.54 | -0.89 | -0.20 | 3.34 |
| Standard Deviation(%) | NA | 43.78 | 53.62 | 58.37 | 64.18 | NA | NA | … | … | 46.42 | 62.62 | 53.70 | 41.32 | 66.51 | 68.03 | 103.68 | 64.47 | 51.18 | 49.68 | 101.81 | 37.07 | 36.45 | 30.24 | 29.13 | 32.45 | 36.03 | 54.11 | 83.26 | 28.16 | 29.50 |
| Draw Down(%) | NA | 22.81 | 61.87 | 61.87 | 90.41 | NA | NA | … | … | 15.01 | 61.87 | 36.99 | 35.87 | 48.48 | 26.25 | 80.00 | 38.11 | 76.37 | 23.91 | 83.80 | 32.88 | 37.57 | 31.83 | 22.39 | 30.94 | 33.07 | 30.15 | 79.78 | 37.41 | 17.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.78 | 3.20 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.46 | 11.64 | 10.05 | 8.47 | 11.44 | 9.07 | 9.85 | 20.45 | 5.29 | 6.07 | 5.98 |
Data as of 06/04/2026, Common starting date is 01/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMT (Calumet, Inc.) |
-51.32%
Dec 2015 – Dec 2018 |
-45.32%
Mar 2015 – Mar 2020 |
-21.58%
Mar 2010 – Mar 2020 |
-5.81%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMT (Calumet, Inc.) |
154.85%
Mar 2020 – Mar 2023 |
64.58%
Mar 2020 – Mar 2025 |
23.26%
May 2016 – May 2026 |
9.91%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart