Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIKX | 10.01% | 21.30% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIKX | 12/04/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.41 | 21.30 | NA | NA | NA | NA | NA | … | … | 10.01 | 33.79 | -3.05 |
| Sharpe Ratio | NA | 1.33 | NA | NA | NA | NA | NA | … | … | 1.35 | 2.00 | -3.25 |
| Standard Deviation(%) | NA | 15.59 | NA | NA | NA | NA | NA | … | … | 19.73 | 15.55 | 11.78 |
| Draw Down(%) | NA | 11.08 | NA | NA | NA | NA | NA | … | … | 11.08 | 15.62 | 4.46 |
| Yield(%) | 0.00 | 0.65 | 0.88 | 0.53 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 0.79 | 1.90 |
Data as of 06/10/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIKX (CFIKX) |
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 |
|---|---|---|---|---|
| CFIKX (CFIKX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart