Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPLA (Capella Education Company) | NA | 54.62% | 29.09% | 18.68% | 8.25% | NA | NA | … | … |
Data as of 07/31/2018, Common starting date is 11/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLA (Capella Education Company) | 11/10/2006 | 07/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 54.62 | 29.09 | 18.68 | 8.25 | NA | NA | … | … | 35.67 | -10.82 | 94.99 | -38.20 | 18.46 | 136.60 | -21.69 | -45.85 | -11.58 | 28.15 | -10.24 | 169.94 | -3.42 |
| Sharpe Ratio | NA | 1.57 | 0.86 | 0.56 | 0.20 | NA | NA | … | … | 3.15 | -0.29 | 3.03 | -1.17 | 0.53 | 3.77 | -0.61 | -0.91 | -0.25 | 0.75 | -0.19 | 3.90 | -1.05 |
| Standard Deviation(%) | NA | 34.16 | 33.07 | 33.07 | 39.79 | NA | NA | … | … | 21.65 | 39.12 | 31.10 | 32.79 | 35.12 | 36.24 | 35.94 | 50.41 | 47.58 | 37.48 | 58.20 | 43.07 | 25.51 |
| Draw Down(%) | NA | 11.11 | 33.14 | 45.68 | 73.33 | NA | NA | … | … | 8.87 | 33.14 | 12.12 | 41.67 | 24.43 | 13.36 | 42.62 | 61.45 | 45.47 | 23.94 | 47.59 | 13.01 | 10.42 |
| Yield(%) | 0.00 | 2.47 | 3.15 | 3.01 | 1.41 | 1.96 | 1.47 | … | … | 1.08 | 1.91 | 3.50 | 2.01 | 2.19 | 1.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2018, Common starting date is 11/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLA (Capella Education Company) |
-30.52%
Mar 2010 – Mar 2013 |
-17.04%
Nov 2007 – Nov 2012 |
2.65%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLA (Capella Education Company) |
45.89%
Dec 2006 – Dec 2009 |
27.49%
Nov 2012 – Nov 2017 |
14.67%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart