Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CTLP (Cantaloupe, Inc.) 5.46% 36.25% 18.62% 0.22% NA NA NA
Data as of 05/07/2026, Common starting date is 10/22/2020
More Performance Analytics Comparison
Name Start Date End Date
CTLP (Cantaloupe, Inc.) 10/22/2020 05/07/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 2.56 36.25 18.62 0.22 NA NA NA 5.46 11.88 28.34 70.34 -51.01 6.86 -3.60
Sharpe Ratio NA 1.38 0.41 -0.05 NA NA NA 1.13 0.25 0.55 1.46 -0.89 0.09 -2.47
Standard Deviation(%) NA 24.24 36.72 44.83 NA NA NA 12.37 36.66 42.32 45.85 58.78 66.53 31.78
Draw Down(%) NA 10.26 35.07 77.65 NA NA NA 8.45 35.07 21.86 26.07 67.91 43.06 3.60
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
Data as of 05/07/2026, Common starting date is 10/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTLP (Cantaloupe, Inc.) -17.75%
Jun 2021 – Jun 2024
1.08%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTLP (Cantaloupe, Inc.) 46.62%
Oct 2022 – Oct 2025
1.08%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return