Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USATP (Cantaloupe Inc) | NA | 21.82% | 6.52% | 14.06% | 5.86% | 15.22% | 15.13% | … | … |
Data as of 06/17/2021, Common starting date is 01/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USATP (Cantaloupe Inc) | 01/03/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.82 | 6.52 | 14.06 | 5.86 | 15.22 | 15.13 | … | … | 8.06 | 7.08 | 67.83 | -31.41 | 14.84 | 43.61 | -23.56 | 5.00 | 11.44 | -2.01 | 12.33 | 72.11 | 0.00 | 12.50 | 45.45 | 978.43 | -32.00 | 92.31 | -30.36 | -22.22 | -64.00 |
| Sharpe Ratio | NA | 0.78 | 0.14 | 0.37 | 0.15 | NA | NA | … | … | 0.79 | 0.13 | 2.16 | -1.02 | 0.46 | 1.79 | -0.51 | 0.12 | 0.31 | -0.07 | 0.27 | 0.70 | 0.00 | 0.14 | 0.33 | 5.35 | -0.20 | 0.23 | -0.12 | -0.12 | -0.51 |
| Standard Deviation(%) | NA | 28.03 | 40.30 | 35.65 | 36.98 | NA | NA | … | … | 23.44 | 54.03 | 30.70 | 32.24 | 31.03 | 24.16 | 46.42 | 42.64 | 36.22 | 29.18 | 45.71 | 102.31 | 55.51 | 81.93 | 131.28 | 184.23 | 174.52 | 394.16 | 253.95 | 191.56 | 131.35 |
| Draw Down(%) | NA | 13.45 | 51.90 | 51.90 | 51.90 | NA | NA | … | … | 7.33 | 51.90 | 17.72 | 39.68 | 21.97 | 10.24 | 30.89 | 24.17 | 25.58 | 16.15 | 30.98 | 45.74 | 27.09 | 37.91 | 60.00 | 67.69 | 79.60 | 82.89 | 78.45 | 65.77 | 84.22 |
| 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 |
Data as of 06/17/2021, Common starting date is 01/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USATP (Cantaloupe Inc) |
-44.97%
Mar 2001 – Mar 2004 |
-14.97%
Mar 2001 – Mar 2006 |
4.48%
Mar 2011 – Mar 2021 |
9.71%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USATP (Cantaloupe Inc) |
178.36%
Jul 2004 – Jul 2007 |
97.92%
Dec 2005 – Dec 2010 |
47.49%
Dec 2003 – Dec 2013 |
31.50%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart