Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHRB | NA | 21.43% | 1.32% | NA | NA | NA | NA | … | … |
Data as of 06/02/2025, Common starting date is 08/31/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHRB | 08/31/2021 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 21.43 | 1.32 | NA | NA | NA | NA | … | … | 16.76 | 5.51 | 79.91 | -56.68 | -2.99 |
| Sharpe Ratio | NA | 0.64 | -0.04 | NA | NA | NA | NA | … | … | 2.57 | 0.11 | 1.10 | -1.22 | -1.44 |
| Standard Deviation(%) | NA | 18.17 | 52.14 | NA | NA | NA | NA | … | … | 16.51 | 17.38 | 70.01 | 47.79 | 6.02 |
| Draw Down(%) | NA | 5.41 | 59.11 | NA | NA | NA | NA | … | … | 2.58 | 5.41 | 40.46 | 58.69 | 3.91 |
| Yield(%) | 0.00 | 0.00 | 0.82 | 1.55 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 0.00 | 4.91 | 4.36 | 1.53 |
Data as of 06/02/2025, Common starting date is 08/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRB (CHRB) |
-6.31%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| CHRB (CHRB) |
1.80%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart