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
CNCTD (Cluster Group Holdings Limited Co.) NA -35.48% -40.51% 4.56% -12.94% -22.12% NA
Data as of 01/29/2025, Common starting date is 05/15/2007
More Performance Analytics Comparison
Name Start Date End Date
CNCTD (Cluster Group Holdings Limited Co.) 05/15/2007 01/29/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -35.48 -40.51 4.56 -12.94 -22.12 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 01/29/2025, 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
CNCTD (Cluster Group Holdings Limited Co.) -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
CNCTD (Cluster Group Holdings Limited Co.) 75.82%
Jun 2018 – Jun 2021
80.63%
Jun 2016 – Jun 2021
2.39%
Sep 2011 – Sep 2021
-21.68%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return