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
CGBLOX NA 4.56% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 03/30/2020
More Performance Analytics Comparison
Name Start Date End Date
CGBLOX 03/30/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.60 4.56 NA NA NA NA NA 4.51 20.88
Sharpe Ratio NA 0.62 NA NA NA NA NA 0.62 1.82
Standard Deviation(%) NA 7.28 NA NA NA NA NA 7.30 15.51
Draw Down(%) NA 4.03 NA NA NA NA NA 4.03 6.11
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 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGBLOX (CGBLOX) 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
CGBLOX (CGBLOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return