Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMPO (CompoSecure, Inc.) | 8.70% | 103.96% | 43.31% | NA | NA | NA | NA | 15.32% |
Data as of 07/30/2025, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPO (CompoSecure, Inc.) | 11/19/2020 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.74 | 103.96 | 43.31 | NA | NA | NA | NA | 15.32 | 8.70 | 197.34 | 9.98 | -40.19 | -18.79 | 2.43 |
| Sharpe Ratio | NA | 2.25 | 1.00 | NA | NA | NA | NA | 0.26 | 0.45 | 3.80 | 0.19 | -0.68 | -0.88 | 2.81 |
| Standard Deviation(%) | NA | 48.27 | 46.39 | NA | NA | NA | NA | 44.23 | 43.43 | 51.01 | 34.15 | 61.81 | 21.43 | 8.58 |
| Draw Down(%) | NA | 32.45 | 39.35 | NA | NA | NA | NA | 59.12 | 32.45 | 18.12 | 37.29 | 49.36 | 26.69 | 1.08 |
| Yield(%) | 0.00 | 0.00 | 1.69 | 0.61 | 0.30 | 0.20 | 0.15 | 0.76 | 0.00 | 5.48 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 11/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPO (CompoSecure, Inc.) |
-22.33%
Feb 2021 - Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPO (CompoSecure, Inc.) |
50.62%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart