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
CPPIX -0.54% 5.09% NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 05/02/2025
More Performance Analytics Comparison
Name Start Date End Date
CPPIX 05/02/2025 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.50 5.09 NA NA NA NA NA -0.54 5.94
Sharpe Ratio NA 0.60 NA NA NA NA NA -1.01 1.76
Standard Deviation(%) NA 3.57 NA NA NA NA NA 3.73 3.57
Draw Down(%) NA 2.64 NA NA NA NA NA 2.64 1.18
Yield(%) 0.00 6.43 2.23 1.34 0.67 0.45 0.33 1.93 4.74
Data as of 06/08/2026, Common starting date is 05/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPPIX (CPPIX) 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
CPPIX (CPPIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return