Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFLX | 1.58% | 7.21% | 4.27% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFLX | 07/01/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 7.21 | 4.27 | NA | NA | NA | NA | … | … | 1.58 | 3.27 | 3.19 | 8.23 | -1.07 |
| Sharpe Ratio | NA | 1.33 | 0.21 | NA | NA | NA | NA | … | … | 0.40 | 0.06 | -0.10 | 0.96 | -0.90 |
| Standard Deviation(%) | NA | 3.35 | 5.04 | NA | NA | NA | NA | … | … | 3.65 | 6.21 | 4.19 | 4.78 | 5.00 |
| Draw Down(%) | NA | 3.30 | 6.94 | NA | NA | NA | NA | … | … | 3.30 | 6.34 | 3.05 | 6.18 | 8.67 |
| Yield(%) | 0.00 | 3.93 | 3.84 | 2.89 | 1.45 | 0.96 | 0.72 | … | … | 1.47 | 3.84 | 3.92 | 3.64 | 1.59 |
Data as of 06/10/2026, Common starting date is 07/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFLX (CAFLX) |
2.82%
Aug 2022 – Aug 2025 |
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 |
|---|---|---|---|---|
| CAFLX (CAFLX) |
6.39%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart