Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLTFF (Celtic plc) | 36.93% | 61.76% | 25.24% | 13.14% | 11.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLTFF (Celtic plc) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.80 | 61.76 | 25.24 | 13.14 | 11.51 | NA | NA | … | … | 36.93 | 20.19 | 23.75 | 23.08 | -9.72 | 1.41 | -29.35 | -7.07 | 59.04 | 56.32 | -19.44 | 30.12 | 0.00 | 11.41 |
| Sharpe Ratio | NA | 1.41 | 0.39 | 0.15 | 0.17 | NA | NA | … | … | 2.50 | 0.36 | 0.29 | 0.27 | -0.12 | 0.02 | -0.69 | -0.50 | 1.51 | 1.68 | -0.93 | 0.64 | 0.00 | 0.27 |
| Standard Deviation(%) | NA | 47.27 | 56.87 | 68.03 | 57.22 | NA | NA | … | … | 42.10 | 49.70 | 58.98 | 69.07 | 92.94 | 87.62 | 42.75 | 16.95 | 38.12 | 33.36 | 21.04 | 46.78 | NA | 43.16 |
| Draw Down(%) | NA | 20.15 | 39.16 | 50.00 | 58.33 | NA | NA | … | … | 13.45 | 20.26 | 39.16 | 21.62 | 50.00 | 37.50 | 36.32 | 14.03 | 5.13 | 0.00 | 24.32 | 16.92 | 0.00 | 24.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTFF (Celtic plc) |
-20.63%
Nov 2019 – Nov 2022 |
-7.69%
Oct 2018 – Oct 2023 |
1.12%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTFF (Celtic plc) |
37.69%
Nov 2022 – Nov 2025 |
22.40%
Sep 2013 – Sep 2018 |
12.52%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart