Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBABX | 3.29% | 13.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBABX | 12/04/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.59 | 13.89 | NA | NA | NA | NA | NA | … | … | 3.29 | 14.15 | -2.76 |
| Sharpe Ratio | NA | 1.59 | NA | NA | NA | NA | NA | … | … | 0.80 | 0.97 | -3.41 |
| Standard Deviation(%) | NA | 8.54 | NA | NA | NA | NA | NA | … | … | 9.99 | 11.68 | 10.42 |
| Draw Down(%) | NA | 6.63 | NA | NA | NA | NA | NA | … | … | 6.63 | 12.08 | 3.11 |
| Yield(%) | 0.00 | 6.71 | 4.17 | 2.50 | 1.25 | 0.83 | 0.63 | … | … | 0.48 | 6.87 | 5.75 |
Data as of 06/10/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBABX (CBABX) |
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 |
|---|---|---|---|---|
| CBABX (CBABX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart