Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTBCP (CareCloud Inc Pref) | NA | 24.85% | 17.39% | 14.14% | NA | NA | NA | … | … |
Data as of 03/13/2023, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTBCP (CareCloud Inc Pref) | 11/05/2015 | 03/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.79 | 24.85 | 17.39 | 14.14 | NA | NA | NA | … | … | -0.16 | 13.02 | 22.94 | -1.17 | 3.69 | 2.18 | -0.82 | 2.54 | -0.60 |
| Sharpe Ratio | NA | 1.71 | 0.65 | 0.59 | NA | NA | NA | … | … | -0.44 | 0.74 | 1.18 | -0.04 | 0.26 | 0.05 | -0.08 | 0.03 | -0.12 |
| Standard Deviation(%) | NA | 13.17 | 25.23 | 22.00 | NA | NA | NA | … | … | 16.68 | 15.74 | 19.36 | 37.67 | 8.66 | 16.11 | 17.21 | 69.51 | 34.01 |
| Draw Down(%) | NA | 7.79 | 31.69 | 37.65 | NA | NA | NA | … | … | 7.79 | 13.88 | 13.26 | 38.18 | 7.57 | 9.57 | 9.75 | 39.32 | 11.25 |
| Yield(%) | 0.00 | 10.87 | 10.94 | 10.66 | 8.09 | 5.39 | 4.04 | … | … | 1.71 | 9.65 | 10.42 | 10.32 | 10.56 | 10.90 | 10.95 | 11.11 | 1.76 |
Data as of 03/13/2023, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBCP (CareCloud Inc Pref) |
-2.15%
Apr 2016 – Apr 2019 |
5.52%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBCP (CareCloud Inc Pref) |
19.22%
Feb 2020 – Feb 2023 |
16.08%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart