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
CDIXD (Cardiff Lexington Corporation) NA -98.62% -88.30% -97.89% -87.28% -79.29% NA
Data as of 01/10/2024, Common starting date is 12/22/2005
More Performance Analytics Comparison
Name Start Date End Date
CDIXD (Cardiff Lexington Corporation) 12/22/2005 01/10/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -98.62 -88.30 -97.89 -87.28 -79.29 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/10/2024, Common starting date is 12/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDIXD (Cardiff Lexington Corporation) -99.94%
Mar 2017 – Mar 2020
-98.85%
Mar 2015 – Mar 2020
-89.28%
Mar 2010 – Mar 2020
-78.46%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDIXD (Cardiff Lexington Corporation) 291.58%
Jul 2014 – Jul 2017
30.19%
Mar 2013 – Mar 2018
0.00%
Jan 2006 – Jan 2016
-68.49%
Feb 2006 – Feb 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return