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
CHPX 72.26% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/01/2025
More Performance Analytics Comparison
Name Start Date End Date
CHPX 10/01/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -13.73 NA NA NA NA NA NA 72.26 5.56
Sharpe Ratio NA NA NA NA NA NA NA 6.05 0.62
Standard Deviation(%) NA NA NA NA NA NA NA 43.49 34.73
Draw Down(%) NA NA NA NA NA NA NA 15.15 14.71
Yield(%) 0.00 0.06 0.02 0.01 0.01 0.00 0.00 0.00 0.06
Data as of 06/10/2026, Common starting date is 10/01/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHPX (CHPX) 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
CHPX (CHPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return