Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALTX | 4.84% | 11.74% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/18/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALTX | 09/18/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 11.74 | NA | NA | NA | NA | NA | … | … | 4.84 | 6.36 | 1.10 |
| Sharpe Ratio | NA | 3.45 | NA | NA | NA | NA | NA | … | … | 3.58 | 1.02 | 0.27 |
| Standard Deviation(%) | NA | 2.82 | NA | NA | NA | NA | NA | … | … | 2.83 | 3.43 | 2.76 |
| Draw Down(%) | NA | 0.98 | NA | NA | NA | NA | NA | … | … | 0.49 | 4.92 | 0.79 |
| Yield(%) | 0.00 | 5.38 | 2.09 | 1.26 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 5.36 | 0.90 |
Data as of 06/08/2026, Common starting date is 09/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALTX (CALTX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALTX (CALTX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart