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
CCEEVX NA 15.85% NA NA NA NA NA
Data as of 12/06/2021, Common starting date is 12/06/2019
More Performance Analytics Comparison
Name Start Date End Date
CCEEVX 12/06/2019 12/06/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -1.37 15.85 NA NA NA NA NA 13.39 -3.51 2.22
Sharpe Ratio NA 1.46 NA NA NA NA NA 1.33 -0.08 7.40
Standard Deviation(%) NA 10.56 NA NA NA NA NA 10.86 46.47 5.44
Draw Down(%) NA 6.33 NA NA NA NA NA 6.33 47.63 0.89
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/06/2021, Common starting date is 12/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCEEVX (CCEEVX) 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
CCEEVX (CCEEVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return