Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTHR (Charles & Colvard Ltd) | -30.46% | -90.97% | -77.36% | -66.41% | -36.47% | -32.47% | -30.05% | … | … |
Data as of 03/04/2026, Common starting date is 11/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTHR (Charles & Colvard Ltd) | 11/14/1997 | 03/04/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 91.18 | -90.97 | -77.36 | -66.41 | -36.47 | -32.47 | -30.05 | … | … | -30.46 | -92.48 | -67.56 | -50.00 | -71.63 | 134.96 | -13.38 | 67.06 | -37.04 | 22.73 | -1.79 | -39.13 | -63.56 | 28.83 | 52.53 | -14.90 | 160.34 | 480.00 | -90.91 | -72.04 | -37.68 | 81.20 | 157.63 | -23.23 | 244.87 | 10.93 | -76.80 | -54.25 | 14.59 | -21.61 |
| Sharpe Ratio | NA | -0.10 | -0.16 | -0.18 | -0.14 | NA | NA | … | … | -0.10 | -0.11 | -0.95 | -0.71 | -1.51 | 1.97 | -0.20 | 1.00 | -0.70 | 0.42 | -0.03 | -0.56 | -0.88 | 0.61 | 1.11 | -0.27 | 2.44 | 3.44 | -0.85 | -1.19 | -0.68 | 1.12 | 4.16 | -0.49 | 2.80 | 0.07 | -0.67 | -0.75 | 0.14 | -1.27 |
| Standard Deviation(%) | NA | 985.29 | 507.91 | 386.56 | 272.67 | NA | NA | … | … | 890.74 | 868.85 | 77.86 | 76.76 | 48.34 | 68.65 | 69.07 | 65.89 | 55.02 | 52.61 | 60.71 | 70.33 | 72.13 | 47.20 | 47.58 | 55.56 | 65.67 | 139.43 | 108.38 | 63.19 | 60.57 | 70.79 | 37.70 | 49.19 | 87.06 | 119.57 | 121.47 | 76.38 | 78.31 | 70.98 |
| Draw Down(%) | NA | 98.29 | 99.83 | 99.95 | 99.95 | NA | NA | … | … | 77.50 | 98.85 | 75.32 | 75.21 | 72.32 | 31.15 | 60.51 | 47.13 | 46.45 | 29.31 | 41.67 | 44.92 | 76.24 | 41.35 | 27.86 | 57.18 | 40.63 | 44.68 | 91.40 | 72.55 | 48.53 | 36.86 | 15.81 | 33.64 | 44.35 | 51.85 | 86.94 | 64.86 | 55.21 | 23.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | … | … | 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 | 1.01 | 0.50 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/04/2026, Common starting date is 11/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTHR (Charles & Colvard Ltd) |
-81.83%
Feb 2023 – Feb 2026 |
-70.75%
Feb 2021 – Feb 2026 |
-39.98%
Feb 2016 – Feb 2026 |
-35.77%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTHR (Charles & Colvard Ltd) |
136.33%
Mar 2009 – Mar 2012 |
90.74%
Dec 2008 – Dec 2013 |
19.54%
Feb 2001 – Feb 2011 |
4.90%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart