Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USAT (Cantaloupe Inc) | NA | 108.36% | -3.70% | 26.09% | 18.93% | 3.22% | -8.93% | … | … |
Data as of 06/17/2021, Common starting date is 06/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAT (Cantaloupe Inc) | 06/07/1999 | 06/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 108.36 | -3.70 | 26.09 | 18.93 | 3.22 | -8.93 | … | … | 18.89 | 41.62 | 90.23 | -60.10 | 126.74 | 39.61 | 91.30 | -11.05 | 4.02 | 55.36 | 8.74 | -36.42 | -23.22 | -57.37 | -31.72 | -34.09 | -15.38 | -13.33 | -16.67 | -60.00 | -52.00 | -57.75 | -11.25 |
| Sharpe Ratio | NA | 2.26 | -0.04 | 0.34 | 0.28 | NA | NA | … | … | 0.98 | 0.64 | 0.60 | -1.04 | 2.14 | 0.11 | 1.44 | -0.65 | -0.29 | 0.57 | -0.10 | -0.59 | -0.51 | -0.84 | -0.81 | -0.83 | -0.44 | -0.36 | -0.35 | -0.68 | -0.74 | -0.97 | 0.13 |
| Standard Deviation(%) | NA | 47.92 | 86.74 | 74.01 | 66.76 | NA | NA | … | … | 47.15 | 64.00 | 111.64 | 78.78 | 50.65 | 49.09 | 50.61 | 45.54 | 50.44 | 65.65 | 98.81 | 93.11 | 82.65 | 90.91 | 66.69 | 67.84 | 83.40 | 92.66 | 103.49 | 116.91 | 100.51 | 130.78 | 152.51 |
| Draw Down(%) | NA | 22.38 | 80.24 | 80.24 | 80.24 | NA | NA | … | … | 22.38 | 55.95 | 50.58 | 80.24 | 17.02 | 36.52 | 31.61 | 36.86 | 45.28 | 37.36 | 71.76 | 73.14 | 52.53 | 81.76 | 61.06 | 63.38 | 60.00 | 69.70 | 77.59 | 82.50 | 80.22 | 80.88 | 57.74 |
| 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 |
Data as of 06/17/2021, Common starting date is 06/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAT (Cantaloupe Inc) |
-64.43%
Jan 2000 – Jan 2003 |
-51.26%
Jan 2000 – Jan 2005 |
-44.53%
Jun 2000 – Jun 2010 |
-30.15%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAT (Cantaloupe Inc) |
82.27%
Dec 2014 – Dec 2017 |
54.27%
Aug 2013 – Aug 2018 |
34.28%
Aug 2010 – Aug 2020 |
3.50%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart