Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CASSQ (Casa Systems Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 05/02/2024, Common starting date is 12/15/2017
More Performance Analytics Comparison
Name Start Date End Date
CASSQ (Casa Systems Inc) 12/15/2017 05/02/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/02/2024, Common starting date is 12/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CASSQ (Casa Systems Inc) -89.16%
Apr 2021 – Apr 2024
-74.67%
Apr 2019 – Apr 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CASSQ (Casa Systems Inc) 3.34%
Feb 2020 – Feb 2023
-29.10%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return