Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWD (CaliberCos Inc.) | -79.43% | -73.33% | NA | NA | NA | NA | NA | -84.51% |
Data as of 08/01/2025, AR inception is 05/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWD (CaliberCos Inc.) | 05/17/2023 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.39 | -73.33 | NA | NA | NA | NA | NA | -84.51 | -79.43 | -45.74 | -78.50 |
| Sharpe Ratio | NA | -0.73 | NA | NA | NA | NA | NA | -0.90 | -0.86 | -0.66 | -0.97 |
| Standard Deviation(%) | NA | 104.58 | NA | NA | NA | NA | NA | 94.38 | 111.83 | 79.74 | 98.30 |
| Draw Down(%) | NA | 82.84 | NA | NA | NA | NA | NA | 98.35 | 82.84 | 69.86 | 83.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 05/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWD (CaliberCos Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWD (CaliberCos Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart