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
CGROOX NA 23.03% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 11/27/2020
More Performance Analytics Comparison
Name Start Date End Date
CGROOX 11/27/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.85 23.03 NA NA NA NA NA 21.89 0.07
Sharpe Ratio NA 2.00 NA NA NA NA NA 1.91 0.09
Standard Deviation(%) NA 11.49 NA NA NA NA NA 11.48 8.61
Draw Down(%) NA 6.48 NA NA NA NA NA 6.48 2.05
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 11/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGROOX (CGROOX) 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
CGROOX (CGROOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return