Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWLPF (The Caldwell Partners International Inc) | -11.32% | 23.27% | -8.28% | -11.69% | 0.48% | 4.47% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWLPF (The Caldwell Partners International Inc) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.17 | 23.27 | -8.28 | -11.69 | 0.48 | 4.47 | NA | … | … | -11.32 | -15.31 | 35.59 | -46.85 | -28.39 | 76.14 | -6.71 | -9.28 | 48.16 | 20.37 | -29.19 | -14.73 | 92.88 | 10.85 | 31.83 | -1.69 | -35.16 |
| Sharpe Ratio | NA | 0.11 | -0.15 | -0.22 | -0.03 | NA | NA | … | … | -0.85 | -0.34 | 0.31 | -0.89 | -0.57 | 1.28 | -0.13 | -0.38 | 1.65 | 0.62 | -0.72 | -0.25 | 2.97 | 0.38 | 0.83 | -0.06 | -1.04 |
| Standard Deviation(%) | NA | 46.17 | 69.73 | 64.30 | 52.81 | NA | NA | … | … | 39.22 | 54.43 | 94.45 | 58.06 | 52.71 | 59.65 | 52.62 | 28.24 | 28.48 | 32.23 | 40.96 | 59.46 | 31.25 | 28.62 | 38.46 | 29.57 | 45.06 |
| Draw Down(%) | NA | 28.07 | 52.01 | 79.49 | 79.49 | NA | NA | … | … | 28.07 | 46.63 | 40.70 | 58.73 | 48.13 | 31.82 | 55.67 | 22.61 | 12.22 | 16.30 | 33.02 | 32.77 | 14.87 | 17.58 | 22.08 | 21.43 | 45.05 |
| Yield(%) | 0.00 | 3.02 | 0.92 | 0.39 | 3.51 | 5.87 | 3.00 | … | … | 0.92 | 1.71 | 0.34 | 0.00 | 0.00 | 0.00 | 4.11 | 7.87 | 7.71 | 8.47 | 5.36 | 4.53 | 8.57 | 7.35 | 2.59 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWLPF (The Caldwell Partners International Inc) |
-35.82%
Apr 2022 – Apr 2025 |
-14.64%
Mar 2021 – Mar 2026 |
-3.57%
Jun 2015 – Jun 2025 |
2.74%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWLPF (The Caldwell Partners International Inc) |
44.02%
Aug 2011 – Aug 2014 |
31.87%
Oct 2016 – Oct 2021 |
21.73%
Oct 2011 – Oct 2021 |
5.65%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart