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
COLO 14.09% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/24/2025
More Performance Analytics Comparison
Name Start Date End Date
COLO 06/24/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.05 NA NA NA NA NA NA 14.09 30.80
Sharpe Ratio NA NA NA NA NA NA NA 0.94 4.07
Standard Deviation(%) NA NA NA NA NA NA NA 29.14 15.78
Draw Down(%) NA NA NA NA NA NA NA 17.79 6.22
Yield(%) 0.00 9.09 3.03 1.82 0.91 0.61 0.45 0.00 9.09
Data as of 06/10/2026, Common starting date is 06/24/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COLO (COLO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COLO (COLO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return