Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPIX (Cumberland Pharmaceuticals Inc.) | 46.73% | 5.61% | 53.02% | 14.71% | 2.76% | 1.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPIX (Cumberland Pharmaceuticals Inc.) | 08/12/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 5.61 | 53.02 | 14.71 | 2.76 | 1.07 | NA | … | … | 46.73 | 73.84 | 29.61 | -20.44 | -51.82 | 58.31 | -42.72 | -14.76 | -18.07 | 33.82 | 4.56 | -12.04 | 17.03 | 21.67 | -21.93 | -10.18 | -55.92 | -20.06 |
| Sharpe Ratio | NA | 0.20 | 0.53 | 0.14 | 0.02 | NA | NA | … | … | 2.15 | 0.56 | 0.25 | -0.43 | -0.85 | 0.52 | -1.08 | -0.28 | -0.48 | 0.93 | 0.14 | -0.34 | 0.61 | 0.62 | -0.66 | -0.25 | -0.98 | -0.94 |
| Standard Deviation(%) | NA | 99.67 | 100.65 | 96.94 | 74.76 | NA | NA | … | … | 87.03 | 128.39 | 93.54 | 57.85 | 62.40 | 111.32 | 39.59 | 57.78 | 40.32 | 35.84 | 30.93 | 35.52 | 27.78 | 34.78 | 33.48 | 40.57 | 57.03 | 46.86 |
| Draw Down(%) | NA | 67.74 | 71.94 | 84.73 | 86.68 | NA | NA | … | … | 46.05 | 71.94 | 52.68 | 48.00 | 61.24 | 39.63 | 45.59 | 31.18 | 27.85 | 21.25 | 18.82 | 32.81 | 17.90 | 22.92 | 48.05 | 28.00 | 67.18 | 30.21 |
| 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 |
Data as of 06/04/2026, Common starting date is 08/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPIX (Cumberland Pharmaceuticals Inc.) |
-34.71%
Nov 2021 – Nov 2024 |
-26.61%
Oct 2019 – Oct 2024 |
-13.72%
Oct 2014 – Oct 2024 |
-15.56%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPIX (Cumberland Pharmaceuticals Inc.) |
56.32%
May 2023 – May 2026 |
15.83%
May 2021 – May 2026 |
3.06%
May 2016 – May 2026 |
1.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart