Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CAJXX 0.00% 0.00% -41.09% NA NA NA NA
Data as of 06/05/2026, Common starting date is 07/14/2022
More Performance Analytics Comparison
Name Start Date End Date
CAJXX 07/14/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.00 0.00 -41.09 NA NA NA NA 0.00 -77.16 -15.85 29.71 183.88
Sharpe Ratio NA -0.12 -0.10 NA NA NA NA -0.01 -0.14 -6.09 0.07 1.39
Standard Deviation(%) NA 658.57 424.59 NA NA NA NA 492.73 580.49 3.20 397.06 594.87
Draw Down(%) NA 76.24 80.88 NA NA NA NA 72.30 77.16 16.02 80.88 72.33
Yield(%) 0.00 0.00 0.65 1.79 0.89 0.60 0.45 0.00 0.37 0.96 1.19 0.96
Data as of 06/05/2026, Common starting date is 07/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAJXX (CAJXX) -41.12%
May 2023 – May 2026
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
CAJXX (CAJXX) 0.95%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return