Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWD (CaliberCos Inc. Class A Common Stock) | -37.90% | -77.68% | -73.92% | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 05/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWD (CaliberCos Inc. Class A Common Stock) | 05/17/2023 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.41 | -77.68 | -73.92 | NA | NA | NA | NA | … | … | -37.90 | -88.71 | -45.74 | -78.50 |
| Sharpe Ratio | NA | -0.40 | -0.55 | NA | NA | NA | NA | … | … | -0.68 | -0.43 | -0.66 | -0.97 |
| Standard Deviation(%) | NA | 209.26 | 139.69 | NA | NA | NA | NA | … | … | 101.86 | 212.97 | 79.74 | 98.30 |
| Draw Down(%) | NA | 91.66 | 98.34 | NA | NA | NA | NA | … | … | 50.00 | 90.34 | 69.86 | 83.77 |
| Yield(%) | 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 06/16/2026, Common starting date is 05/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWD (CaliberCos Inc. Class A Common Stock) |
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 |
|---|---|---|---|---|
| CWD (CaliberCos Inc. Class A Common Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart