Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAY (Corpay, Inc.) | NA | -0.46% | 13.41% | 5.16% | 9.01% | 18.00% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAY (Corpay, Inc.) | 12/15/2010 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 13.41 | 5.16 | 9.01 | 18.00 | 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 06/10/2026, Common starting date is 12/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAY (Corpay, Inc.) |
-14.99%
Sep 2019 – Sep 2022 |
-1.05%
Jun 2019 – Jun 2024 |
6.04%
Oct 2015 – Oct 2025 |
15.03%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAY (Corpay, Inc.) |
75.57%
Sep 2011 – Sep 2014 |
45.92%
Sep 2011 – Sep 2016 |
25.83%
Sep 2011 – Sep 2021 |
17.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart