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
CCLD (CareCloud, Inc.) -18.15% 9.63% -8.50% NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/06/2023
More Performance Analytics Comparison
Name Start Date End Date
CCLD (CareCloud, Inc.) 01/06/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -2.85 9.63 -8.50 NA NA NA NA -18.15 -16.94 139.47 -45.52
Sharpe Ratio NA 0.09 -0.10 NA NA NA NA -0.61 -0.23 1.08 -0.60
Standard Deviation(%) NA 65.28 101.05 NA NA NA NA 69.56 87.70 124.87 84.42
Draw Down(%) NA 45.05 78.57 NA NA NA NA 44.62 74.19 53.15 82.48
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 01/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCLD (CareCloud, Inc.) -13.38%
Feb 2023 – Feb 2026
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
CCLD (CareCloud, Inc.) 2.90%
Mar 2023 – Mar 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return