Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLNF (Mersen) | NA | -17.91% | 3.59% | 1.78% | 2.53% | -0.63% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLNF (Mersen) | 09/30/2005 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.91 | 3.59 | 1.78 | 2.53 | -0.63 | NA | … | … | 47.13 | -42.38 | 49.35 | 1.35 | 0.00 | 0.00 | 27.00 | -47.75 | 1.35 | 2.86 | 2.40 | 1.38 | 1.38 | -35.45 | 50.75 | 0.00 | -2.02 |
| Sharpe Ratio | NA | -0.39 | 0.00 | 0.09 | 0.04 | NA | NA | … | … | 2.41 | -0.95 | 1.42 | -0.02 | 0.00 | 0.00 | 1.23 | -0.72 | 0.98 | 1.00 | 1.00 | 0.94 | 0.94 | -1.14 | 1.03 | 0.00 | -2.60 |
| Standard Deviation(%) | NA | 53.44 | 37.16 | 36.10 | 26.80 | NA | NA | … | … | 27.52 | 48.30 | 32.60 | 26.51 | NA | NA | 22.01 | 66.33 | 1.34 | 2.83 | 2.37 | 1.37 | 1.37 | 31.83 | 46.33 | NA | 4.07 |
| Draw Down(%) | NA | 45.32 | 46.06 | 46.06 | 46.06 | NA | NA | … | … | 1.98 | 44.97 | 0.00 | 13.72 | 0.00 | 0.00 | 0.00 | 48.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 39.39 | 6.80 | 0.00 | 2.02 |
| Yield(%) | 0.00 | 5.30 | 5.18 | 3.62 | 2.13 | 1.52 | 1.21 | … | … | 9.50 | 3.43 | 3.99 | 3.40 | 0.00 | 0.00 | 2.43 | 1.38 | 1.33 | 2.78 | 2.34 | 1.36 | 1.36 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLNF (Mersen) |
-18.33%
Oct 2011 – Oct 2014 |
-10.78%
Oct 2009 – Oct 2014 |
-7.93%
Nov 2007 – Nov 2017 |
-3.29%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLNF (Mersen) |
16.06%
Jul 2021 – Jul 2024 |
13.96%
Jul 2018 – Jul 2023 |
1.02%
Jul 2014 – Jul 2024 |
0.68%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart