Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIT | 3.98% | 10.42% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIT | 03/31/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 10.42 | NA | NA | NA | NA | NA | … | … | 3.98 | 3.58 |
| Sharpe Ratio | NA | 1.44 | NA | NA | NA | NA | NA | … | … | 1.19 | 0.40 |
| Standard Deviation(%) | NA | 5.69 | NA | NA | NA | NA | NA | … | … | 6.73 | 4.87 |
| Draw Down(%) | NA | 4.21 | NA | NA | NA | NA | NA | … | … | 4.21 | 3.67 |
| Yield(%) | 0.00 | 4.39 | 1.43 | 0.86 | 0.43 | 0.29 | 0.21 | … | … | 1.12 | 3.15 |
Data as of 06/10/2026, Common starting date is 03/31/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIT (CFIT) |
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 |
|---|---|---|---|---|
| CFIT (CFIT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart