Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLT (Catalent Inc) | NA | 51.54% | -20.30% | 3.79% | 8.08% | NA | NA | … | … |
Data as of 12/17/2024, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLT (Catalent Inc) | 07/31/2014 | 12/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | 51.54 | -20.30 | 3.79 | 8.08 | NA | NA | … | … | 41.29 | -0.18 | -64.84 | 23.02 | 84.85 | 81.05 | -24.10 | 52.37 | 7.71 | -10.22 | 39.47 |
| Sharpe Ratio | NA | 2.29 | -0.47 | 0.03 | 0.16 | NA | NA | … | … | 1.94 | -0.07 | -1.20 | 0.77 | 1.59 | 2.89 | -0.77 | 1.81 | 0.20 | -0.31 | 3.72 |
| Standard Deviation(%) | NA | 20.23 | 51.82 | 48.41 | 41.04 | NA | NA | … | … | 18.74 | 67.78 | 55.42 | 29.86 | 52.86 | 27.82 | 32.91 | 28.67 | 36.63 | 32.69 | 32.37 |
| Draw Down(%) | NA | 10.43 | 75.21 | 77.62 | 77.62 | NA | NA | … | … | 10.43 | 57.10 | 67.67 | 19.90 | 41.30 | 18.93 | 36.80 | 13.37 | 29.74 | 29.90 | 8.87 |
| 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 |
Data as of 12/17/2024, Common starting date is 07/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLT (Catalent Inc) |
-26.83%
Oct 2020 – Oct 2023 |
-3.14%
Oct 2018 – Oct 2023 |
7.82%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLT (Catalent Inc) |
60.13%
Dec 2018 – Dec 2021 |
43.31%
Oct 2016 – Oct 2021 |
10.98%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart