Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMP (Compass Minerals International, Inc.) | 59.73% | 55.84% | -1.51% | -13.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMP (Compass Minerals International, Inc.) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.42 | 55.84 | -1.51 | -13.32 | NA | NA | NA | … | … | 59.73 | 78.31 | -56.90 | -37.41 | -18.67 | -14.27 | 9.34 |
| Sharpe Ratio | NA | 1.23 | -0.07 | -0.30 | NA | NA | NA | … | … | 4.07 | 1.49 | -0.97 | -1.05 | -0.39 | -0.35 | 0.95 |
| Standard Deviation(%) | NA | 49.37 | 55.00 | 52.40 | NA | NA | NA | … | … | 55.45 | 51.83 | 65.48 | 39.76 | 51.64 | 41.10 | 33.12 |
| Draw Down(%) | NA | 26.29 | 79.73 | 89.12 | NA | NA | NA | … | … | 18.22 | 35.82 | 69.10 | 49.79 | 52.57 | 34.72 | 10.57 |
| Yield(%) | 0.00 | 0.00 | 0.60 | 0.86 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 0.00 | 0.60 | 1.44 | 1.14 | 3.73 | 1.26 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMP (Compass Minerals International, Inc.) |
-48.18%
Aug 2021 – Aug 2024 |
-20.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMP (Compass Minerals International, Inc.) |
0.95%
May 2023 – May 2026 |
-13.41%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart