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
CND-UN (Concord Acquisition Corp) NA -17.18% -56.67% -45.42% -21.81% -17.58% 0.08%
Data as of 12/09/2022, Common starting date is 03/03/1999
More Performance Analytics Comparison
Name Start Date End Date
CND-UN (Concord Acquisition Corp) 03/03/1999 12/09/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -17.18 -56.67 -45.42 -21.81 -17.58 0.08
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 12/09/2022, Common starting date is 03/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CND-UN (Concord Acquisition Corp) -83.63%
Oct 1999 – Oct 2002
-63.74%
Oct 1999 – Oct 2004
-30.17%
Oct 1999 – Oct 2009
-18.57%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CND-UN (Concord Acquisition Corp) 201.84%
May 2003 – May 2006
104.77%
Nov 2002 – Nov 2007
44.61%
May 2003 – May 2013
29.71%
May 2003 – May 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return