Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCCFX | 2.21% | 10.05% | 3.62% | 2.16% | 9.50% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCCFX | 12/21/2015 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 10.05 | 3.62 | 2.16 | 9.50 | NA | NA | … | … | 2.21 | 152.54 | -1.20 |
| Sharpe Ratio | NA | 3.32 | 0.45 | 0.24 | 0.12 | NA | NA | … | … | 1.22 | 0.09 | -4.18 |
| Standard Deviation(%) | NA | 2.13 | 79.14 | 79.14 | 64.59 | NA | NA | … | … | 2.04 | 100.11 | 8.47 |
| Draw Down(%) | NA | 0.79 | 0.99 | 0.99 | 9.92 | NA | NA | … | … | 0.79 | 0.99 | 1.60 |
| Yield(%) | 0.00 | 10.83 | 3.78 | 2.27 | 3.36 | 2.28 | 1.71 | … | … | 3.43 | 7.90 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCFX (CCCFX) |
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 |
|---|---|---|---|---|
| CCCFX (CCCFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart