Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTUY (Century Next Financial Corporation) | 10.73% | 49.32% | 35.24% | 17.30% | 13.95% | 10.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTUY (Century Next Financial Corporation) | 10/15/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 49.32 | 35.24 | 17.30 | 13.95 | 10.91 | NA | … | … | 10.73 | 53.78 | 23.87 | 12.97 | -17.60 | 28.08 | -25.71 | 16.67 | 12.82 | 46.25 | 2.83 | 8.06 | 0.00 | 38.46 | -4.41 | 23.64 | -2.22 |
| Sharpe Ratio | NA | 1.90 | 1.38 | 0.75 | 0.49 | NA | NA | … | … | 1.10 | 1.80 | 1.05 | 0.50 | -1.26 | 1.19 | -1.16 | 0.55 | 0.36 | 1.18 | 0.15 | 0.28 | 0.00 | 1.45 | -0.25 | 0.66 | -1.27 |
| Standard Deviation(%) | NA | 20.58 | 22.54 | 20.29 | 25.09 | NA | NA | … | … | 22.79 | 28.85 | 16.62 | 17.58 | 15.07 | 23.62 | 22.20 | 27.51 | 31.98 | 38.76 | 17.43 | 29.12 | 27.35 | 26.48 | 18.16 | 36.04 | 8.04 |
| Draw Down(%) | NA | 10.34 | 17.19 | 24.87 | 36.31 | NA | NA | … | … | 10.34 | 17.19 | 6.13 | 8.74 | 25.36 | 9.42 | 27.86 | 18.03 | 21.23 | 15.63 | 12.82 | 18.50 | 15.00 | 19.32 | 11.07 | 24.44 | 2.22 |
| Yield(%) | 0.00 | 0.00 | 1.43 | 1.15 | 1.62 | 1.39 | 1.48 | … | … | 0.00 | 1.95 | 1.35 | 1.17 | 0.90 | 1.08 | 0.68 | 0.75 | 0.72 | 0.67 | 0.59 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTUY (Century Next Financial Corporation) |
-7.97%
May 2018 – May 2021 |
-6.61%
May 2018 – May 2023 |
3.16%
Oct 2013 – Oct 2023 |
10.87%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTUY (Century Next Financial Corporation) |
35.55%
May 2023 – May 2026 |
23.92%
May 2013 – May 2018 |
15.07%
Apr 2016 – Apr 2026 |
13.34%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart