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
CCIDX 3.95% 2.40% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 12/12/2024
More Performance Analytics Comparison
Name Start Date End Date
CCIDX 12/12/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -3.55 2.40 NA NA NA NA NA 3.95 12.52 -3.70
Sharpe Ratio NA 0.09 NA NA NA NA NA 0.38 0.58 -4.50
Standard Deviation(%) NA 17.65 NA NA NA NA NA 22.16 16.62 12.87
Draw Down(%) NA 14.23 NA NA NA NA NA 14.23 14.94 4.01
Yield(%) 0.00 3.12 4.41 2.64 1.32 0.88 0.66 0.00 6.30 7.63
Data as of 06/11/2026, Common starting date is 12/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCIDX (CCIDX) 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
CCIDX (CCIDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return