Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUPUF (Caribbean Utilities Company Ltd) | 3.14% | 9.37% | 7.40% | 4.42% | 7.83% | 8.47% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUPUF (Caribbean Utilities Company Ltd) | 12/10/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 9.37 | 7.40 | 4.42 | 7.83 | 8.47 | NA | … | … | 3.14 | 3.48 | 36.92 | -16.29 | -5.20 | 6.20 | -6.11 | 36.59 | 1.02 | 12.10 | 25.49 | 6.49 | 0.05 | 25.80 | 4.96 | 17.01 | 10.69 | 42.87 | -3.11 |
| Sharpe Ratio | NA | 0.22 | 0.12 | 0.07 | 0.26 | NA | NA | … | … | 0.31 | 0.02 | 1.19 | -0.74 | -0.23 | 0.37 | -0.26 | 1.07 | -0.02 | 0.91 | 1.80 | 0.45 | 0.00 | 1.42 | 0.22 | 0.77 | 0.69 | 1.91 | -0.75 |
| Standard Deviation(%) | NA | 32.71 | 28.94 | 27.10 | 24.75 | NA | NA | … | … | 19.40 | 31.90 | 28.09 | 27.16 | 28.42 | 16.75 | 24.62 | 32.73 | 19.19 | 12.57 | 14.05 | 14.25 | 12.14 | 18.17 | 22.57 | 22.18 | 15.30 | 22.38 | 58.09 |
| Draw Down(%) | NA | 18.57 | 18.57 | 27.36 | 27.36 | NA | NA | … | … | 6.51 | 18.57 | 10.83 | 23.75 | 22.80 | 7.71 | 21.23 | 13.78 | 13.93 | 6.76 | 7.18 | 10.15 | 9.01 | 6.84 | 10.66 | 10.00 | 5.60 | 9.13 | 8.30 |
| Yield(%) | 0.00 | 4.30 | 4.77 | 4.55 | 6.49 | 7.35 | 8.83 | … | … | 1.39 | 5.35 | 5.21 | 5.38 | 4.59 | 4.69 | 4.18 | 5.44 | 5.21 | 9.33 | 6.31 | 6.35 | 3.07 | 7.23 | 7.10 | 7.72 | 8.10 | 10.40 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUPUF (Caribbean Utilities Company Ltd) |
-5.54%
Dec 2020 – Dec 2023 |
-1.14%
Feb 2019 – Feb 2024 |
5.03%
Nov 2013 – Nov 2023 |
7.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUPUF (Caribbean Utilities Company Ltd) |
21.48%
Apr 2016 – Apr 2019 |
16.85%
Jan 2009 – Jan 2014 |
14.21%
Aug 2009 – Aug 2019 |
9.75%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart