Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODA (Coda Octopus Group, Inc.) | 35.59% | 95.81% | 7.50% | 7.71% | 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 |
|---|---|---|
| CODA (Coda Octopus Group, 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 95.81 | 7.50 | 7.71 | NA | NA | NA | … | … | 35.59 | 19.54 | 33.06 | -12.24 | -14.25 | 27.19 | -0.16 | 43.81 | 21.96 | 94.00 | 75.70 | 66.67 | -74.47 | 194.12 | 699.00 | -66.67 | 25.52 | -80.08 | -83.33 | -42.40 | 177.78 | -55.45 | 236.67 | 0.00 | -50.00 | -88.89 | -57.14 | -91.03 | -87.92 | 8.76 | -84.34 | 109.10 | 7.51 |
| Sharpe Ratio | NA | 1.07 | 0.10 | 0.11 | 0.04 | NA | NA | … | … | 1.49 | 0.33 | 0.67 | -0.32 | -0.35 | 0.53 | -0.01 | 0.25 | 0.00 | 1.21 | 0.38 | 0.48 | -0.71 | 1.69 | 1.24 | -0.16 | 0.01 | -0.13 | -0.47 | -0.40 | 0.73 | -0.13 | 0.38 | -0.01 | -0.30 | -0.04 | -0.17 | -0.35 | -0.24 | 0.02 | -0.58 | 0.57 | 0.65 |
| Standard Deviation(%) | NA | 63.10 | 50.65 | 48.89 | 157.19 | NA | NA | … | … | 70.61 | 51.56 | 39.66 | 51.94 | 45.33 | 51.42 | 48.12 | 81.83 | 93.32 | 62.35 | 107.72 | 100.01 | 130.19 | 103.37 | 542.31 | 527.37 | 560.44 | 760.83 | 219.30 | 157.22 | 208.12 | 573.72 | 764.08 | 1,764.85 | 250.16 | 2,542.08 | 480.92 | 269.78 | 382.70 | 219.11 | 150.21 | 180.57 | 107.72 |
| Draw Down(%) | NA | 35.02 | 50.14 | 51.82 | 96.00 | NA | NA | … | … | 35.02 | 33.52 | 22.01 | 46.55 | 41.76 | 25.56 | 17.30 | 64.00 | 45.74 | 41.99 | 47.37 | 41.67 | 84.37 | 55.28 | 80.00 | 93.00 | 88.00 | 88.24 | 85.00 | 67.46 | 33.33 | 68.32 | 74.67 | 95.00 | 66.67 | 99.99 | 97.23 | 93.89 | 97.05 | 70.59 | 84.84 | 59.60 | 14.49 |
| 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 | 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 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODA (Coda Octopus Group, Inc.) |
-13.39%
Mar 2021 – Mar 2024 |
4.94%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODA (Coda Octopus Group, Inc.) |
24.42%
Feb 2023 – Feb 2026 |
13.18%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart