Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWST (Casella Waste Systems, Inc.) | -12.29% | -25.41% | -2.25% | 5.41% | 27.84% | 19.68% | 9.04% | … | … |
Data as of 06/05/2026, Common starting date is 10/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWST (Casella Waste Systems, Inc.) | 10/29/1997 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.54 | -25.41 | -2.25 | 5.41 | 27.84 | 19.68 | 9.04 | … | … | -12.29 | -4.42 | 24.22 | 7.75 | -7.15 | 37.89 | 34.59 | 61.57 | 23.76 | 85.50 | 107.53 | 48.02 | -30.34 | 32.42 | -31.56 | -9.73 | 76.37 | -1.47 | -68.71 | 6.62 | -4.38 | -12.64 | 6.94 | 53.99 | -39.97 | 70.47 | -53.97 | -49.16 | 40.76 | 18.54 |
| Sharpe Ratio | NA | -0.95 | -0.26 | 0.06 | 0.84 | NA | NA | … | … | -0.92 | -0.27 | 0.81 | 0.15 | -0.29 | 1.59 | 0.72 | 1.33 | 0.07 | 2.18 | 2.15 | 0.88 | -1.56 | 0.47 | -1.28 | -0.48 | 1.13 | -0.15 | -0.84 | -0.34 | -0.68 | -0.98 | -0.41 | 0.89 | -1.10 | 0.76 | -1.03 | -0.40 | 1.75 | 2.13 |
| Standard Deviation(%) | NA | 32.90 | 27.44 | 27.06 | 30.80 | NA | NA | … | … | 40.53 | 27.64 | 22.08 | 24.16 | 29.27 | 23.85 | 47.78 | 28.88 | 31.93 | 30.55 | 33.94 | 33.64 | 31.24 | 29.65 | 39.34 | 59.21 | 51.05 | 133.89 | 104.43 | 45.20 | 39.48 | 34.34 | 30.66 | 39.06 | 54.55 | 66.26 | 119.40 | 60.34 | 42.25 | 40.09 |
| Draw Down(%) | NA | 36.69 | 37.72 | 37.72 | 37.72 | NA | NA | … | … | 30.16 | 31.18 | 10.06 | 23.23 | 28.08 | 12.59 | 34.96 | 15.70 | 26.64 | 13.31 | 13.55 | 17.85 | 39.32 | 16.95 | 43.58 | 43.83 | 34.72 | 87.89 | 85.37 | 29.26 | 37.45 | 27.39 | 28.21 | 28.01 | 67.09 | 33.10 | 79.80 | 65.32 | 26.39 | 14.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 10/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWST (Casella Waste Systems, Inc.) |
-50.63%
Mar 2006 – Mar 2009 |
-34.82%
Mar 2004 – Mar 2009 |
-22.74%
Mar 1999 – Mar 2009 |
-12.28%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWST (Casella Waste Systems, Inc.) |
88.65%
Jan 2015 – Jan 2018 |
68.13%
Jan 2015 – Jan 2020 |
39.91%
Nov 2014 – Nov 2024 |
31.06%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart