Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTSDF (Converge Technology Solutions Corp) | 88.65% | 5.83% | -14.38% | 43.51% | NA | NA | NA | 30.57% |
Data as of 04/23/2025, AR inception is 04/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTSDF (Converge Technology Solutions Corp) | 04/10/2019 | 04/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.83 | -14.38 | 43.51 | NA | NA | NA | 30.57 | 88.65 | -27.00 | -7.67 | -60.54 | 120.82 | 256.88 | 21.54 |
| Sharpe Ratio | NA | -0.02 | -0.26 | 0.64 | NA | NA | NA | 0.43 | 8.15 | -0.62 | -0.19 | -0.86 | 2.22 | 3.79 | 0.40 |
| Standard Deviation(%) | NA | 65.70 | 66.90 | 63.50 | NA | NA | NA | 65.42 | 85.29 | 54.15 | 62.95 | 72.58 | 54.40 | 67.30 | 73.51 |
| Draw Down(%) | NA | 48.30 | 76.01 | 83.17 | NA | NA | NA | 83.17 | 9.77 | 51.46 | 62.47 | 69.30 | 29.13 | 51.75 | 44.95 |
| Yield(%) | 0.00 | 0.79 | 0.29 | 1.67 | 0.68 | 0.45 | 0.34 | 1.13 | 0.00 | 1.31 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2025, AR inception is 04/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSDF (Converge Technology Solutions Corp) |
-39.10%
Oct 2021 - Oct 2024 |
16.53%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSDF (Converge Technology Solutions Corp) |
115.77%
May 2019 - May 2022 |
44.52%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart