Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHRRD | NA | 26.52% | -10.51% | 3.89% | NA | NA | NA | … | … |
Data as of 05/16/2025, Common starting date is 09/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHRRD | 09/20/2017 | 05/16/2025 |
| 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 (%) | 2.42 | 26.52 | -10.51 | 3.89 | NA | NA | NA | … | … | -4.76 | 11.34 | -19.90 | -8.26 | -9.55 | -93.08 | 51.30 | -46.02 | 10.92 |
| Sharpe Ratio | NA | 0.62 | -0.28 | 0.03 | NA | NA | NA | … | … | -0.43 | 0.20 | -0.47 | -0.15 | -0.15 | -0.40 | 1.53 | -0.79 | 1.14 |
| Standard Deviation(%) | NA | 37.19 | 48.45 | 58.81 | NA | NA | NA | … | … | 35.99 | 37.72 | 50.52 | 63.36 | 64.21 | 231.95 | 32.58 | 60.41 | 38.96 |
| Draw Down(%) | NA | 25.04 | 54.21 | 65.29 | NA | NA | NA | … | … | 16.68 | 25.38 | 50.13 | 52.56 | 44.28 | 96.75 | 12.80 | 57.21 | 6.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.10 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.89 | 0.59 | 0.06 |
Data as of 05/16/2025, Common starting date is 09/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRRD (CHRRD) |
-65.03%
Sep 2019 – Sep 2022 |
-47.67%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRRD (CHRRD) |
11.37%
Jul 2020 – Jul 2023 |
-1.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart