Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLMDX 0.57% 7.09% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/21/2024
More Performance Analytics Comparison
Name Start Date End Date
CLMDX 10/21/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.24 7.09 NA NA NA NA NA 0.57 11.91 -0.30
Sharpe Ratio NA 0.97 NA NA NA NA NA -0.41 1.68 -0.84
Standard Deviation(%) NA 4.07 NA NA NA NA NA 4.21 5.41 5.60
Draw Down(%) NA 2.70 NA NA NA NA NA 2.70 2.14 2.49
Yield(%) 0.00 5.42 3.05 1.83 0.92 0.61 0.46 1.98 5.91 1.28
Data as of 06/10/2026, Common starting date is 10/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLMDX (CLMDX) 0.00%
NA
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
CLMDX (CLMDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return