Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLVX | 2.14% | 5.22% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/31/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLVX | 10/31/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.22 | NA | NA | NA | NA | NA | … | … | 2.14 | 5.68 | 1.43 |
| Sharpe Ratio | NA | 2.11 | NA | NA | NA | NA | NA | … | … | 1.91 | 2.31 | 4.14 |
| Standard Deviation(%) | NA | 1.27 | NA | NA | NA | NA | NA | … | … | 1.34 | 1.22 | 1.43 |
| Draw Down(%) | NA | 0.68 | NA | NA | NA | NA | NA | … | … | 0.52 | 0.97 | 0.16 |
| Yield(%) | 0.00 | 6.10 | 3.27 | 1.96 | 0.98 | 0.65 | 0.49 | … | … | 2.42 | 5.93 | 1.46 |
Data as of 06/09/2026, Common starting date is 10/31/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLVX (CBLVX) |
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 |
|---|---|---|---|---|
| CBLVX (CBLVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart