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
CBCVAX NA 19.44% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 08/18/2020
More Performance Analytics Comparison
Name Start Date End Date
CBCVAX 08/18/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.52 19.44 NA NA NA NA NA 18.15 10.11
Sharpe Ratio NA 1.49 NA NA NA NA NA 1.40 1.31
Standard Deviation(%) NA 13.03 NA NA NA NA NA 13.02 22.37
Draw Down(%) NA 5.62 NA NA NA NA NA 5.62 8.45
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 08/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBCVAX (CBCVAX) 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
CBCVAX (CBCVAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return