Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRI (Carter’s, Inc.) | 20.08% | 25.51% | -11.31% | -14.70% | -6.97% | 3.87% | 3.16% | … | … |
Data as of 06/04/2026, Common starting date is 10/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRI (Carter’s, Inc.) | 10/24/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.91 | 25.51 | -11.31 | -14.70 | -6.97 | 3.87 | 3.16 | … | … | 20.08 | -39.34 | -24.04 | 4.88 | -23.45 | 9.06 | -13.41 | 36.86 | -29.34 | 38.25 | -1.64 | 2.94 | 22.80 | 29.88 | 39.79 | 34.90 | 12.42 | 36.29 | -0.47 | -24.12 | -13.34 | 73.14 | 33.56 | 3.29 |
| Sharpe Ratio | NA | 0.40 | -0.31 | -0.40 | -0.22 | NA | NA | … | … | 0.94 | -0.72 | -0.88 | 0.04 | -0.65 | 0.27 | -0.25 | 1.18 | -1.12 | 1.79 | -0.07 | 0.13 | 1.06 | 1.47 | 1.70 | 0.95 | 0.39 | 0.71 | -0.02 | -0.67 | -0.47 | 2.17 | 1.26 | 0.42 |
| Standard Deviation(%) | NA | 55.16 | 46.06 | 41.80 | 38.37 | NA | NA | … | … | 59.47 | 59.42 | 31.41 | 28.69 | 38.63 | 33.98 | 53.60 | 30.01 | 27.50 | 21.07 | 27.82 | 22.64 | 21.48 | 20.36 | 23.64 | 36.89 | 31.91 | 51.19 | 68.19 | 40.58 | 35.76 | 32.66 | 25.79 | 44.87 |
| Draw Down(%) | NA | 30.30 | 71.26 | 74.61 | 76.09 | NA | NA | … | … | 25.70 | 55.88 | 41.37 | 26.27 | 36.91 | 21.33 | 43.33 | 21.76 | 37.23 | 15.02 | 23.65 | 22.68 | 14.31 | 12.07 | 12.43 | 18.29 | 33.57 | 27.05 | 43.04 | 33.18 | 39.25 | 18.78 | 20.11 | 15.57 |
| Yield(%) | 0.00 | 3.17 | 3.59 | 2.36 | 1.85 | 4.97 | 3.94 | … | … | 1.51 | 2.88 | 4.24 | 4.01 | 2.95 | 1.52 | 0.54 | 2.46 | 1.53 | 1.70 | 1.42 | 1.02 | 1.05 | 0.85 | 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 10/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRI (Carter's, Inc.) |
-30.05%
Jul 2022 – Jul 2025 |
-18.24%
Jul 2020 – Jul 2025 |
-11.13%
Jul 2015 – Jul 2025 |
1.83%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRI (Carter's, Inc.) |
49.05%
Aug 2010 – Aug 2013 |
39.97%
Jun 2008 – Jun 2013 |
23.66%
Jun 2008 – Jun 2018 |
14.50%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison Chart