Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXW (CoreCivic, Inc.) | 20.67% | 4.82% | 38.82% | 20.62% | -0.49% | 5.72% | 11.64% | … | … |
Data as of 06/04/2026, Common starting date is 07/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXW (CoreCivic, Inc.) | 07/15/1997 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.93 | 4.82 | 38.82 | 20.62 | -0.49 | 5.72 | 11.64 | … | … | 20.67 | -11.59 | 46.80 | 25.69 | 15.95 | 52.21 | -59.85 | 4.44 | -13.99 | -1.98 | 0.77 | -22.02 | 21.96 | 15.97 | 77.58 | -18.72 | 2.08 | 50.06 | -44.56 | 160.98 | 126.30 | 11.17 | 40.31 | 68.10 | -7.60 | -46.01 | -82.44 | -75.30 | -54.06 | 54.55 |
| Sharpe Ratio | NA | -0.18 | 0.77 | 0.45 | -0.06 | NA | NA | … | … | 0.57 | -0.43 | 0.76 | 0.61 | 0.31 | 0.95 | -0.77 | 0.10 | -0.49 | -0.08 | 0.01 | -0.99 | 1.37 | 0.71 | 3.18 | -0.68 | 0.07 | 0.90 | -0.90 | 2.13 | 2.70 | 0.45 | 1.67 | 2.21 | -0.20 | -0.20 | -0.65 | -1.35 | -1.28 | 5.44 |
| Standard Deviation(%) | NA | 36.96 | 42.10 | 43.55 | 49.25 | NA | NA | … | … | 43.05 | 34.13 | 53.70 | 35.58 | 47.67 | 54.78 | 78.12 | 29.07 | 31.07 | 30.85 | 66.49 | 22.31 | 16.05 | 22.47 | 24.66 | 27.56 | 27.88 | 55.54 | 50.12 | 74.79 | 45.80 | 20.04 | 23.53 | 30.51 | 43.89 | 248.85 | 132.67 | 58.08 | 44.76 | 27.56 |
| Draw Down(%) | NA | 28.41 | 32.62 | 39.68 | 77.93 | NA | NA | … | … | 20.15 | 30.05 | 31.16 | 28.19 | 36.13 | 30.22 | 64.68 | 35.33 | 30.82 | 35.72 | 60.92 | 38.67 | 9.01 | 18.81 | 20.54 | 29.26 | 28.62 | 43.43 | 58.74 | 24.71 | 11.57 | 16.51 | 17.82 | 22.45 | 37.60 | 93.67 | 87.88 | 78.28 | 64.15 | 12.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.07 | 6.76 | 6.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.10 | 7.59 | 7.63 | 6.75 | 7.51 | 5.87 | 7.90 | 24.76 | 2.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 21.06 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXW (CoreCivic, Inc.) |
-77.97%
May 1998 – May 2001 |
-60.49%
Sep 1997 – Sep 2002 |
-18.84%
Feb 1999 – Feb 2009 |
-10.52%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXW (CoreCivic, Inc.) |
94.23%
Oct 2004 – Oct 2007 |
83.44%
Jul 2002 – Jul 2007 |
36.56%
Jul 2002 – Jul 2012 |
27.04%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart