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
CCLDO (CareCloud Inc.) 19.60% 65.03% 20.83% NA NA NA NA
Data as of 05/22/2026, Common starting date is 02/03/2022
More Performance Analytics Comparison
Name Start Date End Date
CCLDO (CareCloud Inc.) 02/03/2022 05/22/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.00 65.03 20.83 NA NA NA NA 19.60 53.33 200.85 -70.28 6.19
Sharpe Ratio NA 3.07 0.20 NA NA NA NA 3.06 2.04 2.99 -0.54 0.62
Standard Deviation(%) NA 20.31 88.86 NA NA NA NA 18.03 24.89 65.99 137.11 8.53
Draw Down(%) NA 6.97 83.87 NA NA NA NA 2.46 19.05 32.67 84.79 5.81
Yield(%) 8.27 21.59 10.11 7.50 3.75 2.50 1.88 10.83 11.96 5.50 8.79 7.81
Data as of 05/22/2026, Common starting date is 02/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCLDO (CareCloud Inc.) -1.87%
Apr 2022 – Apr 2025
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
CCLDO (CareCloud Inc.) 15.73%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return