Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHHHF (CareRx Corporation) | NA | 88.10% | 3.62% | -3.78% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHHHF (CareRx Corporation) | 07/14/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 88.10 | 3.62 | -3.78 | NA | NA | NA | … | … | 86.75 | 14.29 | -8.11 | -57.16 | 81.91 | 32.51 | -45.46 | -53.92 | -15.81 |
| Sharpe Ratio | NA | 2.21 | 0.00 | -0.01 | NA | NA | NA | … | … | 3.90 | 0.17 | -0.71 | -1.20 | 0.12 | 0.03 | -0.52 | -0.51 | -0.56 |
| Standard Deviation(%) | NA | 38.41 | 51.09 | 639.69 | NA | NA | NA | … | … | 33.66 | 45.50 | 27.44 | 48.99 | 1,265.12 | 1,033.76 | 90.72 | 108.00 | 56.63 |
| Draw Down(%) | NA | 19.50 | 64.54 | 99.94 | NA | NA | NA | … | … | 12.82 | 26.01 | 17.50 | 62.93 | 99.90 | 99.95 | 72.54 | 67.30 | 44.26 |
| Yield(%) | 0.55 | 1.04 | 0.20 | 0.09 | 0.01 | 0.01 | 0.01 | … | … | 1.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHHHF (CareRx Corporation) |
-36.67%
Sep 2017 – Sep 2020 |
-28.27%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHHHF (CareRx Corporation) |
10.08%
Aug 2018 – Aug 2021 |
-1.41%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart