Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAGF (Capita PLC) | -9.09% | 47.06% | 98.13% | -18.02% | -33.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAGF (Capita PLC) | 01/18/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 47.06 | 98.13 | -18.02 | -33.69 | NA | NA | … | … | -9.09 | 1,436.93 | -13.47 | -93.11 | -54.84 | -7.46 | -68.84 | 70.63 | -76.54 | -11.16 | -64.75 | 15.92 | 0.35 | 46.51 | 21.69 |
| Sharpe Ratio | NA | 0.62 | 0.57 | -0.11 | -0.25 | NA | NA | … | … | -0.58 | 5.13 | -1.18 | -0.35 | -0.71 | -0.23 | -0.48 | 1.29 | -1.18 | -0.32 | -0.99 | 0.75 | 0.02 | 2.22 | 0.95 |
| Standard Deviation(%) | NA | 72.16 | 165.90 | 181.53 | 141.04 | NA | NA | … | … | 40.46 | 282.90 | 14.47 | 279.40 | 79.65 | 32.58 | 144.17 | 53.70 | 66.13 | 37.50 | 65.73 | 21.23 | 17.21 | 20.94 | 24.06 |
| Draw Down(%) | NA | 23.25 | 64.44 | 98.31 | 99.93 | NA | NA | … | … | 19.54 | 36.13 | 13.47 | 93.32 | 54.84 | 16.42 | 86.98 | 26.63 | 77.09 | 38.39 | 67.64 | 9.63 | 15.84 | 5.95 | 12.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 1.62 | 1.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.40 | 2.32 | 2.99 | 2.94 | 3.09 | 2.30 |
Data as of 06/03/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAGF (Capita PLC) |
-79.43%
Jan 2020 – Jan 2023 |
-63.33%
Jan 2018 – Jan 2023 |
-51.88%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAGF (Capita PLC) |
139.43%
Jan 2023 – Jan 2026 |
0.21%
Jun 2012 – Jun 2017 |
-22.78%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart