Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPRI (Capri Holdings Limited) | -22.83% | 10.25% | -19.20% | -18.95% | -9.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPRI (Capri Holdings Limited) | 12/15/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.61 | 10.25 | -19.20 | -18.95 | -9.23 | NA | NA | … | … | -22.83 | 18.66 | -58.28 | -12.35 | -11.69 | 54.55 | 10.09 | 0.61 | -39.76 | 46.46 | 7.29 | -46.66 | -7.50 | 59.10 | 87.27 | 12.60 |
| Sharpe Ratio | NA | -0.05 | -0.39 | -0.37 | -0.16 | NA | NA | … | … | -1.06 | 0.25 | -0.88 | -0.28 | -0.23 | 1.19 | 0.09 | -0.02 | -1.08 | 1.30 | 0.18 | -1.08 | -0.23 | 2.01 | 1.68 | 66.31 |
| Standard Deviation(%) | NA | 49.14 | 65.95 | 61.22 | 59.49 | NA | NA | … | … | 48.62 | 65.51 | 74.13 | 59.77 | 57.04 | 45.89 | 104.38 | 40.49 | 38.01 | 35.51 | 39.57 | 43.21 | 32.79 | 29.33 | 52.54 | 28.52 |
| Draw Down(%) | NA | 39.30 | 76.85 | 82.36 | 90.03 | NA | NA | … | … | 35.84 | 51.70 | 62.00 | 49.65 | 47.27 | 21.66 | 80.36 | 48.69 | 52.22 | 24.13 | 30.47 | 49.32 | 31.00 | 19.25 | 27.32 | 0.99 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRI (Capri Holdings Limited) |
-34.34%
Mar 2017 – Mar 2020 |
-30.33%
Mar 2015 – Mar 2020 |
-13.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRI (Capri Holdings Limited) |
63.31%
Mar 2020 – Mar 2023 |
13.16%
Feb 2017 – Feb 2022 |
6.86%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart