Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWLPF (The Caldwell Partners International Inc) | -34.48% | -29.63% | -27.89% | -0.35% | -4.46% | 2.57% | NA | 0.39% |
Data as of 07/18/2025, AR inception is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWLPF (The Caldwell Partners International Inc) | 04/27/2010 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | -29.63 | -27.89 | -0.35 | -4.46 | 2.57 | NA | 0.39 | -34.48 | 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 | -0.35 | -0.44 | -0.04 | -0.12 | NA | NA | -0.01 | -0.95 | 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 | 94.68 | 71.45 | 65.54 | 53.05 | NA | NA | 49.11 | 60.50 | 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 | 42.53 | 70.25 | 79.30 | 79.30 | NA | NA | 79.30 | 42.53 | 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 | 0.00 | 0.00 | 0.00 | 2.39 | 4.92 | 2.68 | 3.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.77 | 6.87 | 7.71 | 8.47 | 5.36 | 4.53 | 8.57 | 7.35 | 2.59 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception 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) |
-36.00%
Apr 2022 - Apr 2025 |
-13.68%
Nov 2018 - Nov 2023 |
-4.08%
Jun 2015 - Jun 2025 |
2.44%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWLPF (The Caldwell Partners International Inc) |
43.84%
Aug 2011 - Aug 2014 |
30.73%
Oct 2016 - Oct 2021 |
21.14%
Oct 2011 - Oct 2021 |
2.92%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart