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CCCNX vs. LADR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CCCNX and LADR is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

CCCNX vs. LADR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Center Coast Brookfield Midstream Focus Fund (CCCNX) and Ladder Capital Corp (LADR). The values are adjusted to include any dividend payments, if applicable.

20.00%30.00%40.00%50.00%60.00%70.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
38.86%
65.04%
CCCNX
LADR

Key characteristics

Sharpe Ratio

CCCNX:

2.86

LADR:

0.33

Sortino Ratio

CCCNX:

3.76

LADR:

0.58

Omega Ratio

CCCNX:

1.51

LADR:

1.07

Calmar Ratio

CCCNX:

2.68

LADR:

0.27

Martin Ratio

CCCNX:

21.14

LADR:

1.30

Ulcer Index

CCCNX:

1.86%

LADR:

5.24%

Daily Std Dev

CCCNX:

13.76%

LADR:

20.73%

Max Drawdown

CCCNX:

-77.74%

LADR:

-81.63%

Current Drawdown

CCCNX:

-9.96%

LADR:

-11.61%

Returns By Period

In the year-to-date period, CCCNX achieves a 37.73% return, which is significantly higher than LADR's 4.30% return. Over the past 10 years, CCCNX has underperformed LADR with an annualized return of 2.65%, while LADR has yielded a comparatively higher 3.50% annualized return.


CCCNX

YTD

37.73%

1M

-4.96%

6M

18.96%

1Y

38.85%

5Y*

11.47%

10Y*

2.65%

LADR

YTD

4.30%

1M

-2.92%

6M

5.59%

1Y

5.17%

5Y*

-1.48%

10Y*

3.50%

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Risk-Adjusted Performance

CCCNX vs. LADR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Center Coast Brookfield Midstream Focus Fund (CCCNX) and Ladder Capital Corp (LADR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for CCCNX, currently valued at 2.86, compared to the broader market-1.000.001.002.003.004.002.860.33
The chart of Sortino ratio for CCCNX, currently valued at 3.76, compared to the broader market-2.000.002.004.006.008.0010.003.760.58
The chart of Omega ratio for CCCNX, currently valued at 1.51, compared to the broader market0.501.001.502.002.503.003.501.511.07
The chart of Calmar ratio for CCCNX, currently valued at 2.68, compared to the broader market0.005.0010.0015.002.680.27
The chart of Martin ratio for CCCNX, currently valued at 21.14, compared to the broader market0.0020.0040.0060.0021.141.30
CCCNX
LADR

The current CCCNX Sharpe Ratio is 2.86, which is higher than the LADR Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of CCCNX and LADR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.86
0.33
CCCNX
LADR

Dividends

CCCNX vs. LADR - Dividend Comparison

CCCNX's dividend yield for the trailing twelve months is around 4.38%, less than LADR's 8.15% yield.


TTM20232022202120202019201820172016201520142013
CCCNX
Center Coast Brookfield Midstream Focus Fund
4.38%5.98%5.98%7.15%15.53%6.41%11.73%9.19%7.89%8.85%6.05%6.08%
LADR
Ladder Capital Corp
8.15%7.99%8.76%6.67%9.61%7.54%9.92%8.91%10.53%17.91%0.00%0.00%

Drawdowns

CCCNX vs. LADR - Drawdown Comparison

The maximum CCCNX drawdown since its inception was -77.74%, roughly equal to the maximum LADR drawdown of -81.63%. Use the drawdown chart below to compare losses from any high point for CCCNX and LADR. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.96%
-11.61%
CCCNX
LADR

Volatility

CCCNX vs. LADR - Volatility Comparison

Center Coast Brookfield Midstream Focus Fund (CCCNX) has a higher volatility of 6.50% compared to Ladder Capital Corp (LADR) at 4.75%. This indicates that CCCNX's price experiences larger fluctuations and is considered to be riskier than LADR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.50%
4.75%
CCCNX
LADR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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