Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTTQF (Costa Group Holdings Limited) | NA | 33.33% | -13.71% | -5.70% | NA | NA | NA | -2.05% |
Data as of 02/29/2024, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTTQF (Costa Group Holdings Limited) | 03/01/2017 | 02/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.33 | -13.71 | -5.70 | NA | NA | NA | -2.05 | 0.00 | 33.33 | -19.88 | -22.88 | 63.31 | -63.22 | 3.65 | 72.17 |
| Sharpe Ratio | NA | 0.97 | -0.31 | -0.16 | NA | NA | NA | -0.08 | 0.00 | 0.96 | -0.54 | -0.54 | 3.07 | -0.94 | 0.08 | 2.64 |
| Standard Deviation(%) | NA | 30.49 | 36.60 | 37.85 | NA | NA | NA | 40.39 | NA | 30.62 | 38.90 | 43.48 | 20.47 | 69.03 | 30.87 | 34.36 |
| Draw Down(%) | NA | 10.23 | 57.60 | 57.60 | NA | NA | NA | 73.16 | 0.00 | 10.23 | 34.62 | 40.56 | 6.25 | 65.31 | 27.83 | 11.50 |
| Yield(%) | 0.00 | 3.05 | 3.04 | 2.37 | 2.02 | 1.30 | 0.91 | 3.03 | 0.00 | 3.05 | 4.21 | 1.77 | 2.27 | 1.23 | 2.14 | 4.80 |
Data as of 02/29/2024, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTQF (Costa Group Holdings Limited) |
-24.89%
Jul 2018 - Jul 2021 |
-18.21%
Nov 2018 - Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTQF (Costa Group Holdings Limited) |
7.74%
Jul 2020 - Jul 2023 |
-5.82%
Aug 2017 - Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart