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
CLUS NA 900.00% -14.50% 7.39% -5.44% -18.10% NA
Data as of 09/26/2025, Common starting date is 05/15/2007
More Performance Analytics Comparison
Name Start Date End Date
CLUS 05/15/2007 09/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 900.00 -14.50 7.39 -5.44 -18.10 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 05/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLUS (CLUS) -84.71%
Oct 2007 – Oct 2010
-69.17%
Jan 2008 – Jan 2013
-56.28%
Jul 2007 – Jul 2017
-41.58%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLUS (CLUS) 75.82%
Jun 2018 – Jun 2021
80.63%
Jun 2016 – Jun 2021
21.39%
Nov 2011 – Nov 2021
-16.52%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return