Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIOX | 11.74% | 22.83% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIOX | 12/04/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 22.83 | NA | NA | NA | NA | NA | … | … | 11.74 | 33.36 | -2.99 |
| Sharpe Ratio | NA | 1.31 | NA | NA | NA | NA | NA | … | … | 1.34 | 1.97 | -3.21 |
| Standard Deviation(%) | NA | 15.59 | NA | NA | NA | NA | NA | … | … | 19.68 | 15.50 | 11.74 |
| Draw Down(%) | NA | 11.16 | NA | NA | NA | NA | NA | … | … | 11.16 | 15.70 | 4.45 |
| Yield(%) | 0.00 | 0.55 | 0.75 | 0.45 | 0.23 | 0.15 | 0.11 | … | … | 0.00 | 0.67 | 1.62 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CFIOX (CFIOX) |
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 |
|---|---|---|---|---|
| CFIOX (CFIOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart