Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHYYY | NA | 9.64% | 5.45% | 6.57% | 5.01% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHYYY | 02/28/2013 | 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 | 9.64 | 5.45 | 6.57 | 5.01 | NA | NA | … | … | 9.64 | 4.68 | 2.17 | 9.43 | 7.10 | 5.31 | 0.72 | 6.40 | 5.13 | 0.00 | 4.93 | 9.83 | 16.11 |
| Sharpe Ratio | NA | 0.72 | 0.33 | 0.63 | 0.61 | NA | NA | … | … | 0.96 | 0.23 | -0.70 | 0.89 | 1.03 | 0.98 | -1.05 | 0.81 | 0.90 | 0.00 | 1.02 | 1.44 | 1.85 |
| Standard Deviation(%) | NA | 9.22 | 6.08 | 6.91 | 5.74 | NA | NA | … | … | 10.77 | 4.61 | 2.15 | 9.03 | 6.86 | 5.16 | 0.72 | 6.22 | 5.01 | NA | 4.81 | 6.80 | 10.49 |
| Draw Down(%) | NA | 0.02 | 0.02 | 0.02 | 0.02 | NA | NA | … | … | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 |
| Yield(%) | 0.00 | 8.77 | 5.13 | 6.13 | 4.73 | 4.13 | 3.09 | … | … | 8.77 | 4.49 | 2.12 | 8.62 | 6.63 | 5.04 | 0.71 | 6.02 | 4.88 | 0.00 | 4.69 | 3.73 | 1.86 |
Data as of 09/26/2025, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHYYY (CHYYY) |
1.62%
Jun 2014 – Jun 2017 |
3.40%
Jun 2014 – Jun 2019 |
4.05%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHYYY (CHYYY) |
7.79%
Jun 2013 – Jun 2016 |
6.97%
Jun 2013 – Jun 2018 |
5.93%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart