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
CHCRCX NA 5.49% NA NA NA NA NA
Data as of 12/13/2021, Common starting date is 01/13/2020
More Performance Analytics Comparison
Name Start Date End Date
CHCRCX 01/13/2020 12/13/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 3.09 5.49 NA NA NA NA NA 4.07 18.89
Sharpe Ratio NA 0.47 NA NA NA NA NA 0.31 0.58
Standard Deviation(%) NA 13.57 NA NA NA NA NA 13.82 33.39
Draw Down(%) NA 8.08 NA NA NA NA NA 8.08 29.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/13/2021, Common starting date is 01/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHCRCX (CHCRCX) 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
CHCRCX (CHCRCX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return