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
CBCHZX NA 26.83% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 02/20/2020
More Performance Analytics Comparison
Name Start Date End Date
CBCHZX 02/20/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.39 26.83 NA NA NA NA NA 25.94 19.73
Sharpe Ratio NA 2.01 NA NA NA NA NA 1.95 0.59
Standard Deviation(%) NA 13.34 NA NA NA NA NA 13.36 38.79
Draw Down(%) NA 6.43 NA NA NA NA NA 6.43 29.69
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/30/2021, Common starting date is 02/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBCHZX (CBCHZX) 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
CBCHZX (CBCHZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return