Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CION (CION Investment Corporation) | -22.71% | -12.30% | 0.85% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CION (CION Investment Corporation) | 10/05/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | -12.30 | 0.85 | NA | NA | NA | NA | … | … | -22.71 | -2.26 | 14.82 | 35.36 | -15.10 | 14.01 |
| Sharpe Ratio | NA | -0.63 | -0.06 | NA | NA | NA | NA | … | … | -1.54 | -0.20 | 0.69 | 1.25 | -0.41 | 1.80 |
| Standard Deviation(%) | NA | 27.47 | 23.91 | NA | NA | NA | NA | … | … | 34.23 | 25.86 | 16.29 | 25.56 | 40.02 | 39.95 |
| Draw Down(%) | NA | 33.39 | 37.62 | NA | NA | NA | NA | … | … | 31.09 | 28.46 | 7.14 | 15.96 | 45.43 | 17.68 |
| Yield(%) | 0.00 | 13.35 | 14.06 | 11.78 | 5.89 | 3.93 | 2.95 | … | … | 5.14 | 12.59 | 13.63 | 16.15 | 11.17 | 3.88 |
Data as of 06/11/2026, Common starting date is 10/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CION (CION Investment Corporation) |
2.06%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| CION (CION Investment Corporation) |
20.35%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart