Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAYD (Capita plc) | NA | 27.29% | -2.33% | -12.12% | -35.08% | NA | NA | … | … |
Data as of 08/14/2025, Common starting date is 03/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAYD (Capita plc) | 03/16/2011 | 08/14/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 27.29 | -2.33 | -12.12 | -35.08 | 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 08/14/2025, Common starting date is 03/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAYD (Capita plc) |
-63.15%
Sep 2017 – Sep 2020 |
-54.83%
Oct 2015 – Oct 2020 |
-42.04%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAYD (Capita plc) |
56.68%
May 2022 – May 2025 |
14.12%
May 2020 – May 2025 |
-24.75%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart