Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDOAX | 13.00% | 26.19% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/06/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDOAX | 12/06/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 26.19 | NA | NA | NA | NA | NA | … | … | 13.00 | 15.93 | -3.94 |
| Sharpe Ratio | NA | 2.39 | NA | NA | NA | NA | NA | … | … | 2.62 | 0.89 | -3.74 |
| Standard Deviation(%) | NA | 10.23 | NA | NA | NA | NA | NA | … | … | 11.22 | 14.69 | 13.38 |
| Draw Down(%) | NA | 7.59 | NA | NA | NA | NA | NA | … | … | 7.59 | 14.16 | 5.39 |
| Yield(%) | 0.00 | 8.55 | 4.69 | 2.81 | 1.41 | 0.94 | 0.70 | … | … | 0.70 | 8.80 | 5.40 |
Data as of 06/09/2026, Common starting date is 12/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDOAX (CDOAX) |
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 |
|---|---|---|---|---|
| CDOAX (CDOAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart