Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUK (Carnival Corporation & plc) | -9.01% | 53.66% | 42.64% | 3.60% | -4.86% | -1.05% | -1.31% | … | … |
Data as of 05/07/2026, Common starting date is 04/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUK (Carnival Corporation & plc) | 04/21/2003 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.86 | 53.66 | 42.64 | 3.60 | -4.86 | -1.05 | -1.31 | … | … | -9.01 | 34.74 | 33.51 | 134.49 | -61.11 | -1.33 | -60.61 | 3.06 | -24.18 | 31.48 | -7.59 | 29.32 | 11.27 | 9.93 | 21.20 | -27.02 | 39.24 | 48.61 | -45.56 | -9.91 | -9.72 | -5.79 | 54.20 | 65.75 |
| Sharpe Ratio | NA | 1.09 | 0.88 | 0.02 | -0.11 | NA | NA | … | … | -0.48 | 0.66 | 0.70 | 2.69 | -0.81 | -0.03 | -0.49 | 0.06 | -1.00 | 1.99 | -0.27 | 1.18 | 0.50 | 0.45 | 0.76 | -0.73 | 1.23 | 0.98 | -0.78 | -0.59 | -0.54 | -0.45 | 2.86 | 4.83 |
| Standard Deviation(%) | NA | 46.63 | 47.68 | 55.19 | 57.89 | NA | NA | … | … | 54.98 | 48.80 | 42.56 | 49.24 | 77.26 | 49.84 | 123.28 | 27.76 | 25.78 | 15.55 | 28.61 | 24.85 | 22.50 | 22.02 | 27.93 | 36.84 | 31.81 | 49.59 | 59.86 | 22.09 | 24.64 | 18.08 | 18.59 | 21.68 |
| Draw Down(%) | NA | 28.85 | 43.10 | 79.03 | 91.43 | NA | NA | … | … | 28.85 | 43.10 | 26.68 | 43.09 | 73.91 | 43.46 | 84.48 | 32.57 | 34.22 | 9.03 | 23.26 | 11.69 | 18.65 | 19.88 | 17.43 | 41.91 | 29.47 | 27.38 | 63.66 | 23.51 | 36.50 | 20.82 | 14.40 | 7.31 |
| Yield(%) | 0.00 | 0.84 | 0.53 | 0.13 | 1.41 | 1.99 | 1.61 | … | … | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.03 | 4.07 | 2.91 | 3.12 | 2.39 | 2.43 | 2.46 | 2.54 | 2.97 | 2.13 | 1.17 | 0.00 | 3.71 | 2.63 | 1.77 | 1.31 | 1.30 | 1.37 |
Data as of 05/07/2026, Common starting date is 04/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUK (Carnival Corporation & plc) |
-46.77%
Sep 2019 – Sep 2022 |
-36.26%
Sep 2017 – Sep 2022 |
-14.56%
Sep 2012 – Sep 2022 |
-10.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUK (Carnival Corporation & plc) |
62.25%
Sep 2022 – Sep 2025 |
19.98%
Jan 2009 – Jan 2014 |
14.60%
Jan 2009 – Jan 2019 |
7.98%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart