Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMTS (CPI Card Group Inc.) | 20.64% | -17.36% | -10.03% | -1.76% | 1.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMTS (CPI Card Group Inc.) | 10/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | -17.36 | -10.03 | -1.76 | 1.14 | NA | NA | … | … | 20.64 | -49.11 | 66.23 | -46.81 | 94.50 | 322.55 | 387.78 | -60.70 | -37.60 | -79.39 | -53.27 | -12.41 |
| Sharpe Ratio | NA | -0.35 | -0.25 | -0.06 | -0.01 | NA | NA | … | … | 0.53 | -0.73 | 0.90 | -0.69 | 1.29 | 3.31 | 3.51 | -0.69 | -0.51 | -0.89 | -0.61 | -0.99 |
| Standard Deviation(%) | NA | 74.99 | 68.83 | 73.83 | 83.05 | NA | NA | … | … | 75.31 | 71.86 | 66.90 | 73.97 | 72.79 | 97.32 | 109.50 | 90.09 | 76.81 | 89.57 | 87.05 | 44.66 |
| Draw Down(%) | NA | 55.04 | 67.08 | 74.92 | 97.72 | NA | NA | … | … | 25.11 | 64.44 | 30.06 | 71.74 | 38.87 | 55.25 | 47.58 | 80.21 | 52.54 | 84.13 | 66.67 | 25.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.62 | 0.74 | 0.55 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.71 | 8.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMTS (CPI Card Group Inc.) |
-67.23%
Mar 2017 – Mar 2020 |
-35.09%
Dec 2015 – Dec 2020 |
-9.10%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMTS (CPI Card Group Inc.) |
306.52%
Mar 2020 – Mar 2023 |
115.50%
Feb 2020 – Feb 2025 |
1.04%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart