Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNXC (Concentrix Corporation) | -36.64% | -52.85% | -30.77% | -28.33% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNXC (Concentrix Corporation) | 11/25/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.97 | -52.85 | -30.77 | -28.33 | NA | NA | NA | … | … | -36.64 | -1.39 | -55.03 | -25.35 | -24.91 | 81.22 | 23.37 |
| Sharpe Ratio | NA | -0.82 | -0.60 | -0.62 | NA | NA | NA | … | … | -0.78 | -0.07 | -1.19 | -0.88 | -0.70 | 2.45 | 7.19 |
| Standard Deviation(%) | NA | 62.98 | 55.32 | 47.91 | NA | NA | NA | … | … | 78.83 | 58.67 | 49.11 | 33.31 | 37.93 | 33.08 | 112.32 |
| Draw Down(%) | NA | 61.71 | 76.50 | 87.86 | NA | NA | NA | … | … | 46.83 | 49.04 | 63.58 | 52.70 | 46.48 | 12.95 | 18.14 |
| Yield(%) | 0.00 | 2.50 | 1.55 | 0.77 | 0.72 | 0.48 | 0.36 | … | … | 1.75 | 3.12 | 1.27 | 0.85 | 0.57 | 0.25 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNXC (Concentrix Corporation) |
-38.18%
Feb 2022 – Feb 2025 |
-30.03%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNXC (Concentrix Corporation) |
0.52%
Dec 2020 – Dec 2023 |
-14.74%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart