Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHRUF (Chorus Limited) | NA | 6.59% | 13.26% | 9.65% | 18.22% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHRUF (Chorus Limited) | 02/26/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.59 | 13.26 | 9.65 | 18.22 | NA | NA | … | … | 6.59 | 36.30 | 17.83 | -11.16 | 4.21 | 22.02 | 35.63 | 12.77 | 19.33 | 49.49 | 24.38 | -29.82 | 5.06 |
| Sharpe Ratio | NA | 0.77 | 0.29 | 0.27 | 0.70 | NA | NA | … | … | 1.13 | 0.96 | 0.33 | -0.60 | 0.27 | 0.92 | 1.37 | 0.87 | 1.87 | 2.06 | 1.49 | -0.60 | 0.22 |
| Standard Deviation(%) | NA | 4.62 | 34.24 | 27.41 | 24.07 | NA | NA | … | … | 5.38 | 34.10 | 43.72 | 20.98 | 15.26 | 23.59 | 24.92 | 13.19 | 10.01 | 23.94 | 16.30 | 49.91 | 27.15 |
| Draw Down(%) | NA | 0.00 | 24.78 | 24.78 | 24.78 | NA | NA | … | … | 0.00 | 12.72 | 24.78 | 18.36 | 9.78 | 8.00 | 0.00 | 6.12 | 0.00 | 1.16 | 2.54 | 39.47 | 21.30 |
| Yield(%) | 0.00 | 6.28 | 7.41 | 6.03 | 12.52 | 7.52 | 5.64 | … | … | 6.28 | 10.26 | 6.22 | 4.51 | 3.24 | 3.67 | 6.74 | 8.02 | 8.12 | 13.96 | 0.00 | 0.00 | 7.83 |
Data as of 09/26/2025, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRUF (Chorus Limited) |
-0.71%
Nov 2020 – Nov 2023 |
6.02%
Apr 2019 – Apr 2024 |
11.02%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHRUF (Chorus Limited) |
36.08%
Sep 2014 – Sep 2017 |
31.52%
Sep 2014 – Sep 2019 |
21.72%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart