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
CDOWRX NA 13.63% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 10/02/2020
More Performance Analytics Comparison
Name Start Date End Date
CDOWRX 10/02/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.68 13.63 NA NA NA NA NA 12.88 10.76
Sharpe Ratio NA 0.96 NA NA NA NA NA 0.91 1.71
Standard Deviation(%) NA 14.13 NA NA NA NA NA 14.15 30.00
Draw Down(%) NA 10.66 NA NA NA NA NA 10.66 7.33
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/30/2021, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDOWRX (CDOWRX) 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
CDOWRX (CDOWRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return