Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWQXY (Castellum AB ADR) | 7.00% | 41.77% | 10.34% | -4.58% | 5.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWQXY (Castellum AB ADR) | 10/10/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.77 | 10.34 | -4.58 | 5.73 | NA | NA | … | … | 7.00 | 33.38 | 0.00 | -2.35 | -44.24 | 3.60 | 22.08 | 18.16 | 29.07 | -1.97 | 31.82 | -13.18 | 17.78 | 0.00 |
| Sharpe Ratio | NA | 1.86 | 0.86 | -0.26 | 0.17 | NA | NA | … | … | 1.46 | 1.53 | 0.00 | -0.23 | -0.88 | 1.43 | 1.28 | 1.53 | 0.92 | -0.42 | 1.68 | -0.99 | 0.97 | 0.00 |
| Standard Deviation(%) | NA | 21.00 | 17.11 | 27.86 | 23.51 | NA | NA | … | … | 10.63 | 19.96 | NA | 26.58 | 52.22 | 2.49 | 17.00 | 10.89 | 30.08 | 6.25 | 18.86 | 13.31 | 18.25 | NA |
| Draw Down(%) | NA | 0.00 | 5.88 | 53.40 | 53.40 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 15.00 | 48.95 | 0.00 | 0.00 | 0.00 | 7.56 | 6.09 | 1.78 | 13.18 | 9.21 | 0.00 |
| Yield(%) | 0.00 | 2.06 | 0.85 | 2.87 | 5.86 | 4.78 | 3.58 | … | … | 0.00 | 2.72 | 0.00 | 15.36 | 3.26 | 3.50 | 3.57 | 3.82 | 4.56 | 4.10 | 21.24 | 3.46 | 4.62 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWQXY (Castellum AB ADR) |
-20.69%
May 2020 – May 2023 |
-10.54%
Mar 2020 – Mar 2025 |
0.77%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWQXY (Castellum AB ADR) |
23.31%
Apr 2017 – Apr 2020 |
19.20%
Dec 2015 – Dec 2020 |
6.11%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart