Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) | 28.92% | 34.81% | 31.25% | 9.51% | -17.86% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMHF (Community Heritage Financial Inc) | 06/19/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.81 | 31.25 | 9.51 | -17.86 | NA | NA | … | … | 28.92 | 13.08 | 44.72 | -14.53 | -17.62 | 30.56 | -13.50 | -2.24 | -91.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 2.34 | 1.69 | 0.38 | -0.23 | NA | NA | … | … | 7.18 | 0.79 | 2.41 | -0.63 | -1.21 | 2.06 | -0.34 | -0.14 | -0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 13.68 | 16.96 | 18.54 | 86.42 | NA | NA | … | … | 10.91 | 12.89 | 17.05 | 29.17 | 15.84 | 14.79 | 40.27 | 27.19 | 265.38 | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 14.30 | 14.30 | 47.35 | 94.70 | NA | NA | … | … | 1.43 | 14.30 | 7.50 | 33.68 | 23.10 | 4.90 | 30.60 | 20.53 | 92.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.24 | 1.48 | 0.92 | 0.06 | 0.04 | 0.03 | … | … | 0.59 | 1.00 | 1.07 | 1.21 | 0.66 | 0.85 | 0.73 | 0.54 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) |
-60.23%
Jul 2017 – Jul 2020 |
-42.49%
Jul 2015 – Jul 2020 |
-24.84%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) |
33.41%
May 2023 – May 2026 |
13.70%
Sep 2020 – Sep 2025 |
-17.86%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart